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Believe there is a great power silently working all things for good, behave yourself and never mind the rest." Beatrix Potter

Our Clients

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

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<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Our Team

Melissa  Williams

Melissa Williams

Principal, LUTCF, CLTC, Financial Advisor

509-789-1818

509-321-0375

Christy Harmon

Christy Harmon

Director of Operations

509-789-1818

509-321-0375

Sam Perry

Sam Perry

Director of First Impressions

509-789-1818

509-321-0375

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