Jimmy King | Owner | Financial Advisor
Brandon Michaelsen | Partner | Financial Advisor
Matt Lusk | Partner | Financial Advisor

Welcome to our website - a resource designed to help you learn more about personal finances.

Here you'll find a variety of financial tools such as articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. There is a research library and newsletter articles on a wide range of financial topics.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource. Be sure to check back frequently to review timely market related articles, updated client event information and to access your personal account details.

If you have a specific question or want more information, click on the 'Contact Us' tab, send us an email, or call us at  509-703-7771.

                            View our Customer Relationship Summary PDF