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Jeffrey C

Series 63, Series 65

Tacoma, WA

Penny Lane Wealth Management, LLC

Jeffrey Cathersal is a financial advisor at Penny Lane Wealth Management, LLC with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Arbor Point Advisors. He also serves as president of Cathersal Investments, Inc. Penny Lane Wealth Management, LLC provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation. The firm manages approximately $18.9 million in assets across around 40 client relationships.

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John W

Series 63, Series 65

Tacoma, WA

Penny Lane Wealth Management, LLC

John Williamson is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alexander Capital Wealth Management and Portfolio Strategies Inc. Williamson serves on the board of a nonprofit that assists individuals with criminal backgrounds in securing employment. Penny Lane Wealth Management provides advisory services to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than discretionary portfolio management. The firm manages approximately $18.9 million in assets across about 40 client relationships.

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Christine P

Series 65

Tacoma, WA

Penny Lane Wealth Management, LLC

Christine Pickering is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Penny Lane Wealth Management in 2022, she spent 13 years at The Boeing Company. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, managing approximately $18.9 million in assets across about 40 client relationships. The firm focuses on advice, planning, and client-directed implementation rather than portfolio management.

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