Broker Check

Team

 

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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Doug has been assisting clients with protecting, preserving, accumulating, and transferring wealth for the past 30 years. As a CERTIFIED FINANCIAL PLANNER™ professional Doug has extensive knowledge of financial planning issues,...

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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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Desiree Simmons

Administrative Assistant

(360) 425-0100

Des arrives at our office each day with a smile and a goal of delivering proactive client care to each interaction she has. She is excited to do her part to provide our clients with “Four Seasons service with FedEx efficiency.”

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Sarah Wallace

Administrative Assistant

360-425-0100

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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Jan Steinbock

Financial Bookkeeper

(360) 425-0100

Jan plays a critical behind the scenes role at Financial Strategies. Her duties focus on a number of accounting and record keeping functions for our internal operations.

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