Who is Jon Zetlmaier?

My name is Jon Zeltmaier.  I am a life-long resident of Washington State having grown up in Vancouver, WA and now living in Seattle since 1993.  I stay very active being a husband, dad, amateur chef, runner, skateboarder, and so much more.  I have a hard time sitting still.  I sit on the Board of Governors and House Committee for the Washington Athletic Club.  I am an active member of Seattle Rotary where I chair the Boys and Girls Club Committee.  I am the Treasurer for CYO Athletics at Our Lady of Guadalupe.  I am the Past President and Chair of the Financial Planning Association of Puget Sound.  I have coached my son's baseball and soccer teams from 2016-2019.  I have raised money for Leukemia Lymphoma Society and done probono tax preparation for United Way.  I am a graduate of the University of Washington where I majored in Economics.  I am an Eagle Scout.

I currently reside in West Seattle with my wife, Megan and our son, Evan.  Anything else you want to know, please ask!

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a product du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.

 

You have your choice of many "big box" advisory firms.  My goal is to develop a relationship with you to help you meet your financial goals.  I do not answer to a sales manager or have a proiduct du jour.  We will talk about your different options of how to invest, plan, and pay fees.  I offer fee based advisory services, traditional commission based brokerage services, life insurance, and hourly based financial planning.

 

If you were a tree, what kind of tree would you be?  Well, my answer is the Madrona.  It is unique to the Pacific Northwest and Northern California.  It grows on the coast line and has views of the ocean.  I'll take a house on the bluff with a view any day over a maple or oak.  That's how I picked the name.

Why should you pick us?  If you've gotten this far into my site, please keep reading and you'll see why.