209 Woodring Street
Meet the Team
We know that even the smallest of businesses can make better decisions with good, timely financial information. Part of our job is to educate you on how to interpret information so you are able to make informed decisions. We recommend having a good banker, attorney, accountant, and perhaps a good real estate agent as well. Everyone should have a team of professionals to help them navigate complex areas. And since we enjoy numbers, we are here to help.
No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(509) 300-1040 ext. 101
Pete has worked in public accounting since 2004, developing skills to assist her clients in meeting their goals. Her areas of expertise include tax planning and preparation for individuals, partnerships, and corporations, financial...
Diana is native to Central Washington, a resident of Wenatchee in her elementary years and a graduate of Pateros High School and a track enthusiast. She received a Track and Field scholarship to Lane Community College in Eugene, Oregon.
(509) 300-1040 ext. 107
Norberto was born and raised in Washington, living in the Wenatchee Valley since 1992. He is bilingual, speaking both English and Spanish, and he is a first-generation college graduate. Norberto comes from a business family; his...
(509) 300-1040 ext. 106
Shantel was raised by entrepreneurs, which made a career in business a natural fit. Growing up in Wyoming, she worked in the family contracting business, assisting in bookkeeping and every day operations. With already having real life...
(509) 300-1040 ext. 110