Meet Chris Wheeler – Guiding you to a Confident Financial Future

Chris is a trusted financial professional serving K–12 public educators across the Pacific Northwest.  In partnership with Security Benefit, Chris is proud to be an endorsed and certified National Education Association (NEA) Retirement Specialist. Chris brings deep expertise and a personal touch to every conversation. His goal is to help you retire with clarity and confidence.

Meet William – Personalized Retirement Planning with Heart

Since graduating from the University of Washington, William has dedicated his career to helping people make the most of their retirement through thoughtful, personalized planning. After years in the corporate world, he chose to go independent—believing that truly effective advice comes from understanding each client’s full financial picture.

Meet Ethan – Your Virtual Wealth Advisor

Ethan works with Washington State school district employees and their families, helping them build smart, personalized financial plans designed to reduce stress and create confidence. With a deep understanding of the state’s retirement systems and benefits, Ethan’s goal is simple: help his clients retire earlier than they thought possible—so they can enjoy more time doing what matters most.

Meet Shireen – Turning Financial Questions into Confident Plans

From a young age, problem-solving has been a central theme in my life. With a background in psychology and an MBA in hand, I found my calling in financial planning—where I get to blend analytical thinking with a personal approach to help individuals navigate life’s financial complexities.  I work closely with individuals and families to create retirement plans that bring peace of mind. Helping people worry less and live more is what drives me every day.

Meet Vaibhav – Making Finances Simpler, One Plan at a Time

With over a decade of experience in advisory and consulting, Vaibhav is a seasoned Financial Planner who believes that while life can be complicated, your finances shouldn’t be. Holding a master’s degree in finance, he’s passionate about helping clients feel more confident and in control of their financial future through clear, personalized guidance.

Meet Ajay – Passionate About Helping You Make Smart Money Moves

Ajay is a lifelong financial enthusiast with a genuine passion for personal finance and investing. He’s always learning, growing, and exploring new strategies to help others manage their money wisely and build a clear path toward financial freedom. Ajay’s dedication comes from a simple belief: with the right guidance, anyone can take control of their financial future.

Meet Dan – Trustworthy, and Committed to Doing Things Right

Dan brings over 20 years of industry experience in financial compliance, backed by a law degree from Delaware Law School and a B.A. in Psychology from West Chester University. He’s held multiple FINRA licenses, including Series 7, 24, 66, 55, and 79. Known for his thoughtful, detail-oriented approach, Dan is committed to helping firms stay on track and do what’s right.

Meet Kevin – Bringing Global IT Expertise with a Personal Touch

With over 27 years of experience in the IT world, Kevin has led major technology initiatives for Fortune 100 companies across the globe. He holds respected certifications like CISSP and CISA, along with degrees in Information Systems from Auburn University and Kennesaw State. Kevin is passionate about making technology secure, reliable, and approachable—for both teams and clients alike.

Meet Brad – Thoughtful Planning for the Legacy You Want to Leave

Brad specializes in guiding clients through the complexities of estate planning with care and clarity. From wills and trusts to powers of attorney and legacy planning, he creates personalized strategies that honor each client’s wishes while maximizing tax-saving opportunities. Brad’s thoughtful approach helps families feel confident about the future they’re building and the legacy they’ll leave behind.

Meet Dennis – Transparent Accounting, with Personal Guidance

As a Certified Public Accountant, Dennis blends financial expertise with data-driven insights to help clients reach their goals. He takes an evidence-based approach to accounting and tax planning, ensuring every decision is grounded in research, not guesswork. Dennis is passionate about simplifying the numbers so clients can focus on what matters most—their growth and success.

Meet Bryan - Protecting What Matters, with Service You Can Trust

Bryan brings over 15 years of experience helping individuals and businesses find the right coverage for their needs. Specializing in auto, home, and business insurance, he takes pride in offering personalized solutions and dependable service. Bryan’s approachable style and deep industry knowledge make him a trusted resource for clients looking for clarity and confidence in their insurance choices.

Meet Chris – Helping You Home, with Experience You Can Trust

Chris has been helping clients achieve their dream of homeownership since 2002. After starting in wholesale lending, he moved to the retail side in 2009 and later joined Caliber Home Loans. With over 20 years of experience, Chris takes pride in guiding clients through the mortgage process and helping them find the loan that best fits their needs.