Wealth Advisors


Larry Garcia Larry Garcia, CFP, CLU, CIMA

Morgan Stanley
Pacific Wealth Management Group
Vice President, Wealth Advisor
p: (425) 455-8023
e:
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Website


Greg M. Quinn
Gregg M. Quinn, CFP®, ChFC®, CLU®
Quinn and Associates
Senior Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner

Gregg M. Quinn, CFP®, CHFC®, CLU®

Quinn and Associates
Senior Financial Advisor | Certified Financial PlannerTM practicioner
p: (425) 869-7100 ext. 1001
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Website

Joe Helms Joe Helms, CFP

Ronald Blue & Company
Managing Director & Principal
p: (425) 485-0380
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Website

 

Mortgage Professionals


Jeff Brown

Jeff Brown, 510-LO-33230

Homestead Mortgage, a Division of Axia Financial LLC
FHA Mortgage Specialist
p: (425) 274-9553
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Website

Terry James

Terry E. James, 510-LO-32800

Axia Financial LLC
Conventional/Jumbo Mortgages
p: (206) 300-2693
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Title/Escrow Partners


Patty Parsons Patty Parsons

northpoint escrow + title
account manager/client services
p: (425) 453-8880
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Website

Jessica Barnett Jessica Barnett

northpoint escrow + title
limited practice officer/escrow closer
p: (425) 739-8887
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Home Inspectors



Jim Merritt

Jim Merritt

WIN Home Inspectors
p: (425) 868-1408
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Home Contractors


Terry Brandli

Cooper-Thomas Properties, LLC
President
p: (425) 766-8735
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WA License #COOPETP934DR