Broker Check

June News & Events.....Did You Know

June 01, 2022

We continue to see market volatility, inflation on the rise, and the impact of the conflict in the Ukraine. What’s in store for the summer of 2022? Bull or Bear?

Please join Lindsey and Rachael Crane from City National Rochdale for ongoing updates on the global and national economy.

June 14, 2022 02:00 PM in Pacific Time (US and Canada)

Summer Solstice - June 21st

In the Northern Hemisphere, the June solstice (aka summer solstice) occurs when the sun travels along its northern most path in the sky.

The June solstice occurs on Tuesday, June 21, 2022 at 2:13 A.M. PST

This solstice marks the official beginning of summer in the Northern Hemisphere, occurring when Earth arrives at the point in its orbit where the North Pole is at its maximum tilt (about 23.5 degrees) toward the Sun, resulting in the longest day and shortest night of the calendar year.

Wealth for Women

The financial future is a female.

Longevity, large representation in the work-force, and inheritances mean that American women will control two-thirds of U.S. wealth by 2020. With the help of a financial professional, this power has the potential to fund retirement, housing, healthcare and more.

A good plan begins with a conversation. Give us a call (206) 973-4488 or email us

Source:, July 2018

Team Member Spotlight


We would like to introduce our newest team member and a worthy addition to our family/firm Andrew Lee. He will be joining us as an advisor and holds over 10 years of experience in the financial industry since graduating from Seattle University with a Bachelor’s in Mathematics in 2013.

Andrew is a nerd at heart with a passion for distilling complex matters into easy-to-digest bites and understanding your “why”. He is currently pursuing the Certified Financial Planner® certificate.

On the weekends, Andrew can be found hiking and climbing throughout the Pacific Northwest, likely carrying a pack that’s too heavy, probably breathing heavily, and always with a smile and a song in his heart.

Please click here to get to know Andrew a little closer in his Team Member Spotlight!

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