Professional Partners
Your personal financial services firm’s professional partners.
Your situation demands the best of the best. We take tremendous pride in our vast selection of sophisticated professional partners in their respective industries. Gone are the days where everything is “under one roof” as this leads to a company becoming a jack-of-all trades and a master of none. Equally as important with the under the roof approach and company’s actual fiduciary duty is intentionally compromised. We do not believe in putting our duty at risk therefore we are proud of the masters in their craft that have chosen to partner with us for the holistic benefit of you.
CPAs
Scott Limoli CPA/ABV
Managing Partner
Ryan Jorgensen & Limoli, PS
7525 Pioneer Way, Gig Harbor, WA 98335
Jeff Doty LLM
Katy Bardizian CPA/MAcc
Partner
Jenn McQuilkin
CPA/MS(Tax), Managing Partner
United States X Advisors
1102 Broadway #400, Tacoma, WA 98402
(253) 830-5450
Dino Traverso CPA/MS
Managing Member
Dino W. Traverso, PLLC
606 Oakesdale Ave SW, #204
Renton, WA 98057
(425) 264-0165
Ed Ramos CPA
Shareholder
Zach Parsons CPA
Shareholder
Bryce Comfort, CPA
Shareholder
DP&C
1940 East D Street, Suite 200
Tacoma, WA 98421
Rob Lindgren CPA/CFE
Shareholder
Brantley Janson Certified Public Accountants
909 S. 336th Street, Suite 201
Federal Way, WA 98003
(253) 838-3484
Eugene Marshall EA
Founder and CEO
Magnolia Tax Services
Milwaukee, WI
(414) 285-2446
Eric Seidman CPA/MBA
Partner
Wouch, Maloney & Co., LLP
Main Office: 415 Sargon Way, Suite J
Horsham, PA 19044
(215) 675-8364
Philadelphia Office
1515 Market Street, Suite 1710
Philadelphia, PA 19102
(215) 675-8364
Florida Office
Wilson Suites, Suite 201
3333 Renaissance Boulevard
Bonita Springs, FL, 34134
(239) 390-9990
Business Health Insurance
Chris Wolpert
Founder
Group Benefits Solutions
(252) 228-8336
Ryan Berg
Executive Benefits Advisor
Berg Benefits
1804 W Union Ave, STE #201
Tacoma, WA 98405
(253) 753-9930
Certified Financial Therapists
Erika Wasserman, CFT™
Certified Financial Therapist
Your Financial Therapist
yourfinancialtherapist.com
support@yourfinancialtherapist.com
(754) 333-1236
Attorneys
Hayden Taylor JD
Partner, Estate/ERISA/Business
Michael Royse JD
Partner Business/Real Estate
Evan Marques JD
Partner M&A
Eisenhower Carlson, PLLC
909 A St. Suite 600
Tacoma, WA, 98402
(253) 572-4500
Robert Pentimonti JD
Managing Partner Estate/Business/Real Estate/M&A
Harlowe & Falk, LLP
1 Tacoma Avenue North, Suite 300
Tacoma, WA 98403
(253) 284-4410
Robert Pittman JD
Estate
Law Offices of Robert C. Pittman
1019 Regents Blvd. Ste 201
Fircrest, WA 98466
(253) 471-9779
Tyler Shillito JD
Shareholder Real Estate/Business
1501 Dock St.
Tacoma, WA 98402
(253) 627-1091
Megan Jerabek JD
Shareholder Athletes Sports Law/Tax/Estate/Business
411 East Wisconsin Avenue Suite 1000
Milwaukee, WI 53202
(414) 287-1379 | (608) 661-3983
Jamie Walker JD
Founder, Divorce/Litigation/High Net Worth/Custody
Jamie Walker Family Law, PLLC
2312 N 30th St Unit 101
Tacoma, WA, 98403
(253) 314-5858
David Barrett JD
Personal Injury Attorney
GLP Personal Injury Attorneys
1420 South Union Avenue
Tacoma, WA 98405
(253) 893-3927
Tracy DiGiovanni JD
Partner, Estate/Corporate/Real Estate
Shiers Law Firm
600 Kitsap St., Suite 202
Port Orchard, WA 98366
(360) 876-4455
Personal Medical Insurance
Rowena Baladad
Licensed Health Insurance Senior Agent & Translator
Health Insurance NW
2921 5th Ave NE, Suite 150, Puyallup, WA 98372
(253) 460-9444
Jennifer Stowe Sprague
Owner/Insurance Specialist
Sprague Insurance LLC
(206) 643 8466
WA License: 975133
sprague-insurance.com
Bankers
John Manolides
CEO
Nigel English
President
James Miller
SVP, Commercial Bank Team Leader
Megan Stone
VP, Retail Banking Team Leader
Commencement Bank HQ
1313 Broadway, Suite 400, Tacoma, WA 98402
(253) 284-1800
AJ Gordon
VP, Commercial Relationship Manager
Northwest Bank
1301 5th, Suite 2110
Seattle, WA 98101
(206) 621-0808
Merger and Acquisitions Specialists
Laurie Barkman, CEPA, CMAA
Exit Planning M&A Specialist
(412) 912-4192
Aaron Franzheim
Director
Greg Ryan
Associate
Meridian Capital
Seattle Office
400 Union St., Suite 200,
Seattle, WA 98101
(206) 623-4000
Portland Office
500 NW 116th Ave, #180
Portland, OR 97229
Salt Lake City Office
10 W Broadway, Suite 700
Salt Lake City, UT 84101
(801) 244-3944
Erika Wasserman, CFT™
Certified Financial Therapist
Your Financial Therapist
yourfinancialtherapist.com
support@yourfinancialtherapist.com
(754) 333-1236
Mortgage Lenders
Matt Matteo
Loan Officer
Cross Country Mortgage
19015 North Creek, Parkway, Suite 105
Bothell, WA 98011
(360) 977-0719
Ryan Dorman
Branch Manager
The Dorman Team through Evergreen Home Loans
(253) 355-7852
Michael Creed
Branch Manager
The Michael Creed Mortgage Team through Luminate Home Loans
20300 Water Tower Blvd, #215
Brookfield, WI 53045
(262) 696-9048
Third Party Administrators for Retirement Plans
Larry Shoemaker, CPA
President
Hunnex & Shoemaker Retirement Plan Consulting & Plan Administration
536 1st Ave S
Seattle, WA 98104
(206) 390-6674
You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide the services listed. These entities and their services are not affiliated with LPL Financial and CAPitalize Your Finances.