Kaleigh Prentice is a financial advisor at Prentice Financial Planning, LLC with 11 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at LPL Financial prior to founding and managing her own firms. Outside of her advisory role, she operates a small business specializing in making and decorating sugar cookies. Prentice Financial Planning provides investment management, comprehensive and topic-specific financial planning, and fiduciary services to individual households, estate clients, and plan sponsors. The firm follows a long-term, globally diversified investment philosophy with an emphasis on tax-sensitive strategies, behavioral coaching, and offers values-based portfolio options including ESG and ultra-conservative allocations.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 20 years of experience in the financial services industry. He is the principal at Prentice Financial Planning, LLC, where he has worked since 2017. His prior roles include positions at Columbia River Advisors, Bliss Investments LLC, and independent insurance agent work. He is also a one-third member of PTS Holdings, LLC, which owns the building housing Prentice Financial Planning. Prentice Financial Planning provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified investment philosophy with tax-sensitive strategies and behavioral coaching, offering values-based and ultra-conservative portfolio options within a collaborative, client-focused team environment.