Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Matt Mormino, CFP® (CRD# 5962359) is the Director of Financial Wellness at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team...
Katheryne McMillan (CRD# 2660421) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grapeview, WA and has over 21 years of experience in the finance industry.
Scott Rhodes (CRD# 1389335) is a is a CFA® charterholder and an Investment Advisor Representative working at Kutscher Rhodes & Benner, Inc. in Seattle, WA. Scott has over 31 years of experience in the finance industry. Scott works with a team of principals at his wealth management firm that combines expertise in asset management, tax planning, estate planning and other financial analysis. Scott's firm uses an an integrated approach to financial management that focuses on our client goals and objectives. As a fee-only investment adviser, he works in an environment free of commissions and conflicts...
Donald Creech (CRD# 56876) is founder and president of Investor Resources, Inc. He is an Investment Advisor Representative working at Investor Resources Inc. in Port Orchard, WA and has over 33 years of experience in the finance industry. Donald Creech has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first...
Gregory Stapp (CRD# 2198693) is an Investment Advisor Representative working at Stapp Financial Planning, Pllc in Olympia, WA and has over 25 years of experience in the finance industry. Gregory Stapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert L. Boggess is the Founder and CEO at IREXA Financial Services / Wealth Management in Seattle, WA and has over 10 years of experience in the financial industry. (CRD# 5007422) Investment Advisor Representative.
Registered Representative – Sandlapper Securities, LLC (AZ, CA, CO, MT, OR, PA, SC, VA, and WA).
Registered Investment Advisor Representative – Sandlapper Wealth Management LLC (CA, WA).
Securities Registrations: Series 7, 22, 62, 63, and 65
Insurance License: Insurance Producers License (WA)
Licensed Real Estate Broker - RE/MAX Metro Realty, Inc.
***Securities are offered...