Hi! I help intentional professionals who’ve built financial stability but feel uncertain about how to fund their next chapter—whether that’s rest, reinvention, or retirement. My clients are ready to move beyond cookie-cutter advice in favor of a more educational, transparent, and joyful planning experience. Through our WATER framework, we transform financial complexity into values-aligned clarity for those ready to live with more purpose and freedom. HOW WE'RE DIFFERENT FROM OTHER FLAT-FEE PLANNERS: WATER, not FIRE: We don't treat retirement like a finish line. Our WATER framework supports sabbaticals, slowdowns, and purposeful pivots—designing a life that works now and later. Values Integration: Every plan reflects your priorities—whether that's flexibility, community, impact, or legacy. Customized socially responsible or ESG investment strategies (optional) are offered as part of a broader, values-based planning approach. Education-Focused: With a background in science education and a decade advising MDs, PhDs, and thoughtful professionals, we break down complex concepts into actionable steps, empowering confident financial decisions. WHO I WORK WITH: My clients are growth-oriented professionals—often but not always GenX—who’ve built financial stability and now seek their next chapter. They value evidence-based advice but also ask deeper questions about purpose, joy, and alignment, all while balancing career demands, community responsibilities, and the desire for meaningful change. Proudly based in Tacoma, WA, serving clients nationally. READY TO LEARN MORE? Visit my website to learn more about my journey from Seattle science teacher to financial planner to co-founder of Equal Path Investments. My experience—collaborating with a Nobel laureate, securing millions in funding for impact initiatives, and a decade of investment advising for impact-driven professionals—has shaped my fresh approach to financial planning. Whether you're preparing for a sabbatical, designing an encore career, or balancing your dreams with kid drop-offs or aging parents, I help turn “what’s next?” into “what’s possible.” If this sounds good, please schedule a complimentary consultation today by visiting my website.

Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.

Thomas Morton is a CFA® charterholder with 15 years of industry experience. He has worked at Hawkins Investment Counsel, LLC since 2011 and is the sole owner of Morton Partners, LLC, a property management and non-investment related services firm. At Hawkins, he focuses exclusively on investment-related activities. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process emphasizing diversification and client approval for all transactions.

Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm employs a variety of model programs that may trade frequently and use diverse instruments, serving clients on a discretionary, custodian-neutral basis.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.

Thomas Ryan is a financial advisor at Hawkins Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stolz & Associates, Bernstein Private Wealth Management, and BNY Mellon Wealth Management. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, businesses, trusts, and institutions. The firm emphasizes a top-down economic research approach combined with quantitative screening and fundamental analysis, managing portfolios with a focus on diversification and client-directed trading authority.

Alan Hensley is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Financial Insights Wealth Management since 2023 and previously spent seven years at Merriman Wealth Management, LLC. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, using a range of investment vehicles and regularly reviews accounts against client objectives and risk tolerance.

Alan Gammel is a CFP® professional with 24 years of industry experience, currently serving at Horizons Sustainable Financial Services, Inc. since 2020. Prior to this, he worked at First Affirmative Financial Network LLC for ten years. He is also a part-time instructor for insurance pre-licensing at Primerica Financial Services University. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing, using a structured intake process and a combination of passive, active, and customized strategies.

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the Certified Financial Planner® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves high net worth & ultra high net worth families in the Puget Sound Region. As a lead wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person’s life including short and long term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Individual Retirement Accounts. With a focus on financial literacy and education, Ali’s passion is working with complex retirement situations. Common clients are teachers, fire fighters, police officers, small business owners & public service employees. (PERS, TRS, LEOFF, TIAA CREF)

Michael Dunbar is a financial advisor at Financial Insights Wealth Management with 42 years of industry experience. He holds a Series 63 designation and has worked at Financial Insights Inc. since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments and operated his own firm, Michael Dunbar, CFP LLC, for 17 years. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and fundamental analysis, using a range of investment vehicles and regularly monitoring accounts against client objectives and risk tolerance.

Jeffrey Hussey is a CFA® charterholder with 16 years of industry experience. He is currently with CWC Advisors, LLC and has previously worked at Investors Portfolio Services LLC and Russell Investments Financial Services, LLC. He serves as a committee member for the Desert Aire Homeowners Association, where he reviews investments and oversees outside investment managers and banks. CWC Advisors LLC primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with multiple firms including Ostlund Wealth Advisors, LLC, and Taylor Capital Management Inc. Ostlund also engages in insurance sales, focusing on fixed indexed annuities as part of retirement planning. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, and institutional clients, offering discretionary and non-discretionary asset management alongside estate-planning coordination and fiduciary services. The firm employs a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

John Walsh is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Financial Insights Wealth Management, where he has worked since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments from 2015 to 2019. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses by providing wealth management, comprehensive financial and retirement planning, and pension consulting. The firm employs an investment approach based on asset allocation and fundamental analysis, using mutual funds, ETFs, individual securities, and third-party managers, while also offering educational seminars and in-house tax preparation services.

Christopher Kimball is a CFP® with 32 years of experience in the financial advisory industry. He has been with Fortitude Advisory Group L.L.C. since 2022 and has also worked at Money Concepts Capital Corp since 2011. Outside of finance, he has been an active musician playing drums since 1973 and serves as president of the board of directors for Network Tacoma. Additionally, he teaches and coaches at Tacoma Covenant Bible Seminary and creates educational YouTube content. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm delivers services through a team of financial advisors who manage accounts with a variety of approaches and maintain a multi-office structure with affiliated entities.

Daniel Mc Caffrey is a financial advisor at Financial Insights Wealth Management in Tacoma, WA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Insights Inc. since 2013. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial and retirement planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Dorothy Lewis is a CFP® and Series 63 licensed advisor with 41 years of experience, currently with Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering comprehensive wealth management, retirement planning, and portfolio management. The firm’s investment approach focuses on asset allocation and fundamental analysis, complemented by educational seminars and a Bridge Program for retired financial professionals.

Jordan Ford is a financial advisor at Financial Insights Wealth Management with two years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Outside of his advisory role, Ford is a minority owner of Ford Center LLC, a commercial property management business. Financial Insights Wealth Management serves individuals, trusts, employee benefit plans, charitable organizations, and businesses, offering wealth management, retirement planning, portfolio management, and financial planning. The firm’s investment approach emphasizes asset allocation and fundamental analysis, complemented by educational seminars and specialized client programs.

Tracy Schaff is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for eight years. Schaff is involved in selling insurance and variable annuities as a sole proprietor and through other affiliated entities. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm offers customized investment strategies using a wide range of instruments and employs multiple analytical methods for portfolio construction, managing most accounts on a discretionary basis.

Matthew Bumstead is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation, with nine years at the latter. Outside of advising, he serves as president of Clarity Tax Management, a tax preparation and accounting business. SB Advisory, LLC is a multi-team SEC-registered firm serving individuals, businesses, and retirement plans. The firm manages approximately $1.1 billion primarily on a non-discretionary basis, employing a combination of mutual funds, ETFs, individual equities, and third-party managers guided by fundamental, technical, and qualitative analysis.