Catch up on our Wisdom & Wealth Webinar featuring Alan Hensley, CFP®, and Mai-Lee Coddington. Explore helpful resources for Social Security retirement benefits and Medicare enrollment, and watch the webinar recording.

Our Q3 2026 newsletter covers the latest wealth management insights, including Trump Accounts, Social Security and Medicare planning, firm news, community connections, and upcoming events.

In our Q2 2026 newsletter, learn about our summer internship program, recent community initiatives, educational resources for planning in 2026, our 2025 Community Impact Report, and highlights from the 3rd Annual Tacoma Business Golf Cup Invitational.

The 3rd Annual Tacoma Business Golf Cup Invitational brought together local professionals for a day of friendly competition and community connection. Despite rainy conditions, participants enjoyed a successful tournament while supporting First Tee of Puget Sound.

IRS Notice CP53E may seem alarming, but it is often informational. Learn why the IRS may request updated direct deposit information and how to protect yourself from scams.

Last Thursday’s March Madness watch party at The Spar had it all—cheers, camaraderie, and even a surprise whale appearance in the bay. It was a night that reminded us just how special this community is.