Contact Us

Here for You

Connect with us to begin bridging the gaps in your financial plan. Feel free to call us at either our Mount Vernon or Freeland offices to get started. You may also complete our contact form and a member of our team will be in touch with you shortly.

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Mount Vernon Office
419 S First Street, Suite 200
Mount Vernon, WA 98273

Jody Lease:
Phone: 360.707.5313
Fax: 360.707.5314

Freeland Office
5575 Harbor Avenue, Suite 204B
Freeland, WA 98249

Jim Forsyth:
Phone: 360.331.2558
Fax: 360.707.5314

Privacy Policy

We value your privacy and are committed to protecting your personal information.

Information We Collect
We may collect personal information that you voluntarily provide, including your name, email address, phone number, and any information you submit through our website or forms.

How We Use Your Information
We use your information to:

  • Respond to inquiries and provide requested services.
  • Communicate with you regarding your account, services, or support.
  • Send text messages or emails only when you have provided your consent, where required.
  • Improve our website and customer experience.


Information Sharing
We do not sell or rent your personal information. We may share information with trusted service providers who assist us in operating our business and only as necessary to provide our services or comply with legal obligations.

Mobile Messaging Privacy
No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing or promotional purposes.