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,
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