Team Role: Senior Associates

Nicholis Deem Email Nicholis 253-852-8500 x352 LinkedIn profile Nicholis Deem Senior Associate “I aspire to know my clients personally and professionally to become a trusted and reliable advisor and friend……

Molly Canada Email Molly 253-852-8500 x308 LinkedIn profile Molly Canada Senior Associate “I aim to be a trusted advisor for my clients through building a strong relationship to ensure the…..

Kelli Wood Email Kelli 253-852-8500 x332 LinkedIn profile Kelli Wood Senior Associate “I aspire to become a trusted advisor.   My clients success is important to me and I will do…..

KayTe Shetler, CFE Email KayTe 253-852-8500 x319 LinkedIn profile KayTe Shetler, CFE Senior Associate “I strive to create strong relationships with my clients in order to provide them with exceptional…..

Elizabeth C. Brinkley, CPA Email Elizabeth 253-852-8500 x321 LinkedIn profile Elizabeth C. Brinkley, CPA Senior Associate “I am passionate about collaborating with my clients to develop solutions that will help…..

Brian Shirey Email Brian 253-852-8500 x325 LinkedIn profile Brian Shirey Senior Associate “I strive to exceed client expectations by providing superior service that leads to long-term client relationships.” Experience and…..

Bethany Hulbert, CPC Email Bethany 253-852-8500 x331 Bethany Hulbert, CPC Employee Benefits Consultant/Senior Associate Experience and Expertise Bethany has over 17 years experience working with retirement plans, focusing on defined…..