Team
“My goal is to empower clients to organize and simplify their financial lives by delivering the highest-quality financial services and professional asset management.”
Thomas Weed graduated from Western Washington University in 1995 with a Bachelors of Science in Economics. He has spent over 20 years in finance as a Mortgage Broker, and added investment professional to his qualifications in 2009....
Jon Sullivan graduated from Indiana Wesleyan University in 1993 with a Bachelor of Science degree in Psychology. He also holds a Master’s degree in Marriage and Family Counseling from George Fox University which he uses in his...
Kris Kienzle started his financial services career after graduating with a Bachelor of Science degree in 1996 from North Dakota State University. Go Bison! Kris brings nearly 25 years of industry experience to the team. Entering the...