Live Well. Finish Well.
We help families in Tri-Cities, Washington, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Advisors
John C. McDonald
MBA, CFP®, CKA®
Financial Advisor
Alex Peloquin
CRPC®
Financial Advisor
Staff
Julie McDonald
Marketing & Community
Impact Manager
Julie Hrebeniuk
Practice Manager
Our Support Network
Cole Pearson
VP, Investment Solutions
Cole Pearson
President, Investment Solutions
Nathan Willis
Director of
Portfolio Strategy
Nathan Willis
Director of Portfolio Strategy
John Siverling
Director of Private Markets
& Impact Advocacy
John Siverling
Director of Private Markets & Impact Strategy
Will Sorrell
Director of
Values-Based Investing
Will Sorrell
Director of Values-Based Investing
Tom Mueth
Director of
Advisor Engagement
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Rob Riley
Investment Analyst
Rob Grubb
Chief Operations Officer
Rob Grubb
Chief Operations Officer
TJ Claud
Chief Compliance Officer
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Charlie Watkins
VP, Finance
Brian Church
Chief Revenue Officer
Brian Church
Chief Revenue Officer
Matthew Moses
VP, Operational Consulting
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Wade Johnson
Director, Transition and Operations
Jennifer Rogers
Director of
Advisor Operations
Jennifer Rogers
Director of Advisor Operations
Samantha Vance
Director of
Marketing
Samantha Vance
Director of Marketing