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...
Jeramey Probert (CRD# 6101152) is a financial advisor with Edward Jones.
He leads his team in providing service in areas of retirement planning and wealth preservation strategies. Specifically, this includes preparing for retirement, retirement income strategies, and estate considerations.
Jeramey attended Pacific University in Oregon on an athletic and academic scholarship. He graduated magna cum laude, majoring in strategic business management and corporate finance. He also attended Law School at the University of Miami.
Jeramey holds the professional designation of Chartered Retirement...
Barbara Coffey (CRD# 1038536) is an Investment Advisor Representative working at Fleury Financial Group, Inc. in Silverdale, WA and has over 34 years of experience in the finance industry. Barbara Coffey 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.
Dennis Bryan (CRD# 5743343) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Silverdale, WA and has over 6 years of experience in the finance industry.
Deborah Clyne Oishi (CRD# 4463948) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Silverdale, WA and has over 14 years of experience in the finance industry.