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

John C. McDonald, MBA, CFP®, CKA®

Financial Advisor

Email John

 

Alex Peloquin

CRPC®

Financial Advisor

Alex Peloquin CRPC®

Financial Advisor

Email Alex

 

Staff

Julie McDonald

Marketing & Community
Impact Manager

Julie McDonald

Marketing & Community Impact Manager

Email Julie

 

Julie Hrebeniuk

Practice Manager

Julie Hrebeniuk

Practice Manager

Email Julie

 

Our Support Network

Cole Pearson

VP, Investment Solutions

Cole Pearson

President, Investment Solutions

 

Nathan Willis

Director of Portfolio Strategy,
Senior Portfolio Manager

Nathan Willis

Director of Portfolio Strategy, Senior Portfolio Manager

 

Peter Klingelhofer

Director of Research,
Senior Portfolio Manager

Peter Klingelhofer

Director of Research, Senior Portfolio Manager

 

John Siverling

Director of Private Markets
& Impact Advocacy

John Siverling

Director of Private Markets & Impact Strategy

 

Tom Mueth

Director of
Advisor Engagement

Tom Mueth

Director of Advisor Engagement

 

Will Sorrell

Director of
Values-Based Investing

Will Sorrell

Director of Values-Based Investing

 

Rob Riley

Investment Analyst

Rob Riley

Investment Analyst

 

Rob Grubb

Founding Member
COO

Rob Grubb

Founding Member | COO

 

Charlie Watkins

Chief Financial Officer

Charlie Watkins

Chief Financial Officer

 

TJ Claud

Chief Compliance Officer

TJ Claud

Chief Compliance Officer

 

Brian Church

Chief Growth Officer

Brian Church

Chief Growth Officer

 

Matthew Moses

VP, Operational Consulting

Matthew Moses

VP, Operational Consulting

 

Jennifer Rogers

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