USI combines industry-leading national capabilities through local service teams.
Fractional CFO & Small Business Advisor
Family Owned and Operated Insurance Agency
I help seniors maximize home equity through reverse or traditional mortgages. I also help with purchase mortgages, offering unique solutions for self-employed individuals and investors.
Non-profit CDFI and Business Support Organization
Custom Solutions for Families and Business
Bookkeeping support for small and micro businesses
Business Sales, Merger and Acquisitions Advisory
Local financial advisor serving West Seattle and Burien with clear, personalized guidance for retirement, investing, and long-term planning for individuals, families, and small business owners.
Helping Small Businesses Get Serious About Investing - Edward Jones Financial Advisor
Financial Advisor/West Seattle/Retirement/Insurance/Education Savings