Clients
Travel
2023 Mediterranean Diet Tour here
Access Your Personal Financial Website & Vault

This is the primary software we use to aggregate your financial information. Watch a how-to video to get started on Right Capital here.
Help us keep your info up to date. Watch a video on how to link accounts once you are set up in Right Capital here.
The vault is a secure way to share documents. Watch a video how to upload documents to the Vault in Right Capital here.
Complete Your Risk Tolerance Questionnaire
Get Started
Helping my clients take action on the details of their financial life

Knudge instructions to download. No registration required.
Additional Resources for Retirees and PNNL Employees
Additional Client Resources for Early Year (Taxes, etc)
ADV Part 2 disclosure document of the adviser’s business practices, fees, conflicts of interest, and disciplinary information.