Our Team

Our team is committed to helping our clients. Whether it’s your personal financial needs or the needs of your family or business, you have placed your trust in us to help make your vision a reality. Our team honors that trust.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

Ben J Bunfill , CLU®, ChFC®, CFP®, RICP®

Advisor

Office 509-459-9150


Email

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Kyle James Scott

Advisor

Office 509-866-4326


Email

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Steven Coggin , CFP®

Advisor

Mobile 253-545-9423


Email

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Naomi Lathrum

Practice Manager

Office 509-459-9150


Email

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LaRetta Endress , AIRC

Director of Insurance Operations

Office 509-838-5246


Email

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Melanie D Scott

Planning Assistant

Office 509-838-5246


Email

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