As a Financial Advisor with extensive experience, Fred has gained a sense of what his clients seek:

"Most clients simply want to get from Point A to Point B — and do it prudently. My goal is to provide clients with the seasoned perspective and excellent service they need to get there."

A Wisconsin native, Fred graduated Phi Beta Kappa with a B.S. in Organizational Communication from Purdue University. He has served as a Financial Consultant since 1994, with previous experience as a benefits consultant for Wm. M. Mercer, Inc. in Chicago.

Fred lives in Marysville, Washington, with his wife, Jane, and two children. He is actively involved with Calvary Arlington Church in Arlington and with the Everett Central Lions Club.

Brittany provides invaluable day-to-day administrative and operational services for our clients. She has 10 years of experience in the financial industry and holds both Series 7 and 66 licenses.

She grew up locally in Shoreline, Washington, and graduated from the University of Washington Bothell campus with a B.A. in Business Administration. She now lives in Marysville, Washington, with her husband, Kyle, and their dog.