Our professional networks and alliances with other business specialists enable us to provide a full range of services and solutions for your specific needs.

Business Affiliations
Helmsman Financial Group, LLC

Professional Associations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
National Association of Certified Valuation Analysts
Associated Builders and Contractors of Western Washington
International Association of Financial Planners
College of Financial Planning
Woodinville Chamber of Commerce
Northshore Chamber of Commerce
Woodinville Rotary

Strategic Alliances
CH Technologies
QuickBooks® Advisor
Charles Schwab Institutional Services
Morningstar, Inc.
Various business and estate attorneys