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Meet The Team
We understand that life is full of uncertainties. That's why we're here to offer you peace of mind.
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Meet our expert team members
Benjamin Smith
Founder & CEO
Jordan Gentry
Financial Planner
Melissa Dorgan
Director of Accounting
Jicun Xia
Investment Associate
Karalena Smith
Client Service Associate
Tara Murphy
Office Coordinator
Nika Pittenger
Administrative Assistant
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Office locations
Washington
2801 Hollycroft St
Suite B #1,
Gig Harbor, WA 98335
(360) 443 - 9993
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Idaho
111 Shoshone Street N,
Suite A,
Twin Falls, Idaho 83301
(208) 243 - 9186
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(360) 443-9993
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