Our Community

Professional Network

Financial Planning Association (FPA) https://www.financialplanningassociation.org/ 

Foundation for Financial Planning https://ffpprobono.org/ 

Snohomish County Estate Planning Council www.scepc.org 

Charitable Organizations

Commonwealth Cares https://www.commcares.org/

Domestic Violence Services of Snohomish County https://dvs-snoco.org

Habitat for Humanity https://www.habitat.org/

Military Women's Memorial https://womensmemorial.org 

Progressive Animal Welfare Society (PAWS) https://www.paws.org

REACH Community Development https://reachcdc.org/ 

SMART: Start Making a Reader Today https://smartreading.org/

St. Jude Children’s Research Hospital https://www.stjude.org/  

Wounded Warrior Project https://www.woundedwarriorproject.org/

November 12, 2015: Taylor and Joleen volunteering at the Washington, DC Department of Veterans Affairs doing painting and carpentry in their temporary housing for veterans. What an honor to join dozens of other Commonwealth advisors and give back to those who have served our country!

Veterans Affairs Giving Back 2015 11 12


Every fall, our office participates in our National Conference hosted by our broker/dealer, Commonwealth. It is a wonderful opportunity to partner with hundreds of other like-minded advisors around the country so that we can continue to grow and serve our clients and our communities even more.

2015 11 12 Group CNC pic


Cheryl and Joleen participating in Habitat for Humanity for a family in the Phoenix, Arizona, area on November 5, 2013. What a great day to join together with other Commonwealth advisors for a wonderful cause!

Habitat for Humanity 2013 11
Habitat for Humanity 2013 11 jo and cher


Joleen participating in the 2013 REACH Paint and Repair-a-Thon, which helped paint and repair 23 homes in the Portland, Oregon, area.

REACH Paint & Repair-a-thon 2013 2
REACH Paint & Repair-a-thon 2013