Broker Check



Advising clients since 2001, I have a passion for helping people put all of the pieces together. It starts with a plan, and ends with an alignment of your goals and values. “I use a consultative approach to provide in-depth...

Read more

Jayme Phillips, FPQP®


(360) 425-0100

Jayme has been with the Financial Strategies team since 2010 and is the go-to person for our clients when service needs come up.  With a background in computer science, she excels at crunching numbers and tackling anything that is throw

Read more

Sarah Wallace joined the Financial Strategies team in 2013 working in service and operations.  Since that time, she has learned the business from the ground up.  In her current role she blends her talents to serve

Read more