Our Team

Her passion for this work stems from a deep desire to provide peace of mind to those who have spent their lives working hard and saving diligently. She understands that retirement isn’t just about numbers—it’s about freedom, security, and the ability to enjoy life without financial worry.

With a strong understanding of income planning, Dee Dee works with her clients to develop personalized strategies designed to provide stability and address their specific financial goals. She is committed to educating retirees about their portfolios, helping them gain clarity and confidence in their financial decisions. Dee Dee emphasizes the importance of a structured approach to planning, rather than relying solely on asset performance.

With over two decades of experience in the financial industry, Dee Dee has developed a comprehensive approach to retirement planning, evolving from traditional investment management to a holistic strategy. She focuses on building portfolios designed to balance safety and growth, aiming to help clients navigate market volatility. Dee Dee has expertise in securities, annuities, and structured income strategies, working with retirees to develop income strategies intended to provide stability, even during uncertain times.

What sets Dee Dee apart is her focus on building strong client relationships. She views her role as more than asset management—she collaborates with clients to understand their values, goals, and concerns, helping them create a retirement plan that aligns with their priorities. Dee Dee is committed to providing clarity and support, aiming to help clients feel confident in their financial future and the strategies in place to achieve their retirement goals.

Dee Dee has been featured on ABC, NBC, CBS, and FOX for her insights into retirement planning, yet she remains deeply rooted in the personal connections she fosters with each client.

Dee Dee and her family reside in the Tri-Cities and Walla Walla area, where they are actively involved in their church and community. She and her husband, Brad, cherish time together and love supporting their four children in their sports and activities. When she’s not working with clients, Dee Dee enjoys hiking, traveling, and giving back through humanitarian efforts. Her commitment to helping others extends beyond financial planning—she believes in making a difference in both the lives of her clients and the world around her.