At Star Financial - A Wealth Management Company, our mission is to assist each individual that we work with by providing clarity and guidance to establish a course of action over a period of time to help you feel confident and secure along the way.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Please check out all the material on our website and if something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you!
Melissa Williams is the Principal of Star Financial. Melissa's first priority is helping you take care of yourself and your family. She wants to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of her foundation of success.
Christina Harmon is our Director of Operations here at Star Financial. She oversees the daily tasks that keep the company moving in the right direction. With over 20 years of customer service experience, she has been the perfect fit for this position. Outside of running the office, she enjoys scrapbooking photos of her family and friends. The greatest joy for her is to spend time with her spouse, kids and grandchildren. “Your smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark.” Unknown.
Samantha ‘Sam’ Perry is the Director of First Impressions here at Star Financial. In addition to a friendly voice on the phone, she is responsible for maintaining and updating our social media presence. She handles scheduling and confirming appointments, as well as assisting with event planning and organization. Sam is currently obtaining a degree from Eastern Washington University. She is working towards her BA in Business, with an emphasis on management. With many years of customer service under her belt, she will strive to make your time with us fruitful, meaningful, and enjoyable.
Certified Tax Planner at Tax Coach 4 You
Registered Investment Adviser/Broker Dealer