Our business is built on a foundation of thoughtful client relationships.
"Getting to know you and your values is the first step in developing an effective and personalized financial plan."Brett has worked in the financial services and insurance industry since 1996. He holds a Bachelor of Arts degree from...
"Understanding my clients' values and dreams is the first step in preparing a comprehensive and personalized financial plan."Hal has worked in the financial services industry since 1999. He holds a Bachelor of Arts degree from Western...
Client Relationship Manager
Stephanie Kennedy joined the Laurus team in 2015. She comes from a background in both the medical and legal fields. Stephanie is your first point of contact when you call or come in to our office. She is gracious, courteous and has a...
Dennis has worked in the financial services industry for over 32 years. He holds a Bachelors degree in Education from Western Washington University. He provides insurance service to our clients through Laurus Insurance Services. He is...
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.