Our Team

Stephen Jackson, ChFc® is the Registered Principal that manages the branch in Kirkland. Stephen has developed a team of professionals that collaborate to provide wealth management solutions for clients as well as life, long-term care, and disability insurance solutions.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Stephen E. Jackson, ChFC®
Registered Principal
425-576-4040
I live in Kirkland, Washington with my wife Marita, daughter Samantha (16) and our two dogs. I grew up in Gig Harbor Washington where I attended Peninsula H.S. I went on to graduate from Pacific Lutheran University with a...