We Are Here For You!
Trust is essential in all relationships, both personal and professional. It encourages teamwork, improves communication, and supports lasting success. In investment management, trust is vital; clients need to have confidence in their advisors' honesty, skill, dedication, and assurance that we will act in your best interest.
BEN SCELLICK, CPA
CEO & Financial advisor
Ben is passionate about helping people achieve their retirement financial goals. He enjoys spending time with his wife and three daughters and just knows the Mariners will win the World Series any year now.
MATTHEW ATKINS,
Senior Financial advisor
Having the opportunity to help people set financial goals, work towards them and eventually reach their goals, is one of the greatest things Matt has ever been a part of. He and his wife Laura have five children and five grandchildren, who are the absolute best!
SHARA PAGELS, CPA
Financial Advisor
Shara loves to help people bring peace and understanding to their financial lives through thoughtful and thorough planning. Other than spreadsheets, ballet is her life-long passion and artistic outlet.