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...

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Jayme Phillips

LPL Financial Planning Assistant

(360) 425-0100

Jayme’s passion is to ensure that clients experience service that exceeds their expectations. Her primary role is to proactively manage the daily operations of our office.

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Sarah Wallace

Client Relationship Manager


Sarah Wallace joined the Financial Strategies team in 2013 to fill the role of Administrative Assistant. Sarah has many roles and responsibilities, but will always be the first person to greet you when you call or come to see Steve....

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