Broker Check

Our Team

How We Work

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


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...

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