Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Prentice Financial Planning, she worked in landscaping and in birth services. Prentice Financial Planning offers investment management, comprehensive and topic-specific financial planning, and retirement plan consulting to individual households, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation, behavioral coaching, and values-based options including ESG and faith-aligned portfolios.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with over 10 years of industry experience. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon between 2013 and 2018. Stolz holds Series 65 and Series 66 licenses. Stolz & Associates, PS is a three-advisor firm based in Tacoma, WA, advising individuals, families, and retirement plans with approximately $282 million in assets under management. The firm focuses on long-term investing through diversified, lower-cost portfolios and offers a wide range of financial planning and retirement consulting services.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that offers asset management, retirement-plan advisory, and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $40.7 million in discretionary assets, focusing on exchange-traded funds, mutual funds, and common equities with an investment approach involving fundamental, technical, charting, and cyclical analysis.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Samuel Armour is a CFP® with eight years of industry experience, currently serving as an advisor at Armour Wealth Advisors, LLC. He previously worked at Ragnar Wealth Management and various Armour-related firms. Outside of his advisory role, he offers trustee services through an affiliated company, Armour, Inc. Armour Wealth Advisors, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and business entities, managing approximately $110 million in assets. The firm employs a disciplined, behaviorally-informed investment approach focused on capital preservation and risk management, utilizing diversified portfolios composed primarily of mutual funds and ETFs.

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.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

Scott Smith is a financial advisor with Northern Monarch Capital LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Sabin Investment Management, Inc., KeyBanc Capital Markets Inc., and Fidelity. Northern Monarch Capital LLC is a state-registered investment adviser providing asset management, retirement-plan advisory, and hourly financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages portfolios primarily on a discretionary basis using exchange-traded funds, mutual funds, and common equities, and emphasizes documented client objectives alongside regular account reviews.

Andrew Prentice is a CFP® professional with 20 years of industry experience. He founded Prentice Financial Planning, LLC in 2017 and has held roles at several firms, including Columbia River Advisors and Prentice Wealth Management. He is also a one-third member of PTS Holdings, LLC, which owns the building housing his firm. 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 an emphasis on tax-sensitive implementation and behavioral coaching, offering values-based portfolio options such as ESG and portfolios aligned with United States Conference of Catholic Bishops guidelines.

Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, with 34 years of industry experience. He holds a Series 63 designation and has been with Portfolio Strategies since 2014. Portfolio Strategies, Inc. provides discretionary portfolio management to individuals and institutional clients, managing approximately $50.2 million in discretionary assets. The firm uses a variety of model programs that may trade frequently and employ a range of investment vehicles, operating on a discretionary, custodian-neutral basis.

Allen Woodard is a financial advisor with Northern Monarch Capital LLC, holding a Series 65 designation and 15 years of industry experience. He worked at Sabin Investment Management, Inc. for 14 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser serving individuals, small businesses, trusts, estates, and charities. The firm manages discretionary portfolios using exchange-traded funds, mutual funds, and equities, and offers asset management, retirement-plan advisory services, and financial planning.

Derek Dzingle is a CFP®, CFA®, and Series 65 credentialed advisor at Stolz & Associates, PS with four years of industry experience. His career includes roles at Mercer and Gonzaga University, as well as entrepreneurial experience with Dzingles Landscaping. Stolz & Associates, PS serves individuals, families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets and emphasizes long-term investing through diversified, lower-cost portfolios with regular reviews and rebalancing.

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.

Samuel Thomassen is a financial advisor at GK Capital Partners with 14 years of industry experience. He holds the Series 66 designation and has been with GK Capital Partners, LLC dba Ragnar Wealth since 2012. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, as well as advising a private pooled vehicle focused on income-oriented credit strategies. The firm combines top-down and bottom-up research to manage diversified portfolios emphasizing capital preservation and employs a distinctive dual role managing both retail model portfolios and private fund investments.

Cassidy Stevick is a financial advisor at Columbia River Advisors in Olympia, WA, holding a Series 65 designation with 10 years of industry experience. Stevick has worked at Columbia River Advisors since 2015 and has been with Prentice Wealth Management LLC dba Prentice Financial Planning since 2017. In addition to advisory roles, Stevick has been associated with St. Martin's University since 2015. Columbia River Advisors provides investment advice and portfolio management primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, private funds, and pooled investment vehicles. The firm employs customized asset allocations based on internally developed model portfolios and utilizes a buy-and-manage approach informed by multiple analytical methods.

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.