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About Us

Get to know our exceptional people. 

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About Us

Get to know our exceptional people

We are committed to assisting you in strategizing and reaching your objectives.

Our devoted team of advisors and support personnel eagerly anticipates the opportunity to connect with you.

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Jeff Cathersal

Financial Advisor

Jeff Cathersal has been a Financial Advisor for over 20 years, His education and expertise shows in his ability to connect and help his clients.

Jeff has a BBA from the University of Portland and holds Series 6, 7, 63 and 65 securities licenses along with State of Washington Life, Disability, Variable Life & Variable Annuity licenses.

Born in Tacoma, Jeff enjoys golfing, hiking, skiing and spending time with his wife, Kate, and their two daughters.

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Christine Pickering

Chief Financial Officer

Christine Pickering has over 30 years of experience in business, real estate, and financial services. As the Chief Financial Officer she ensures that our firm's security's processess meet state and federal requirements.

Christine has a degree in Business Administration with a minor in Economics from Washington State University.

She lives in Tacoma with her husband, Jeff, where she enjoys gardening, farmers' markets, cooking, reading and walking their dog, Baxter.

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John Williamson

Financial Advisor

John Williamson has been a Financial Advisor for over 30 years. His vast experience and kind nature make him a unique and effective Advisor.

John's education includes a BS in Business from Oral Roberts University. He holds Series 6, 7, 63 and 65 securities licenses as well.

Raised in Tacoma, John spends his time with his wife Karin and their large family. Enjoying the Pacific Northwest's many amenities and golfing are some of his favorite pasttimes.

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In response to this online inquiry you make, you will be contacted by an authorized representative of our company at the phone number/email you have provided.

 

1804 W Union Ave, Suite 202, Tacoma, WA 98405

253-327-1177

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