Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Clint Boxman

AAMS, CRPC

Private Wealth Advisor

Managing Director
Learn more about Clint Boxman Visit Clint Boxman's website

Bim Prince

APMA

Financial Advisor

Vice President
Learn more about Bim Prince Visit Bim Prince's website

Braden Johnson

APMA

Financial Advisor

Managing Director
Learn more about Braden Johnson Visit Braden Johnson's website


Our team

Stephanie Smith

Stephanie Smith

Client Service Associate,

Operations Specialist

Qualifications

  • BA- Law, Societies and Justice, University of Washington
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Mel Filben

Mel Filben

Client Service Associate