Broker Check

Cashmere Office

209 Woodring Street,

Cashmere, WA 98815

At our firm, we have the client—and only the client—in mind.

Experienced Friendly Professional

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.

Pete Luchini, CPA, ABV, MBA, MAcct


(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...

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Tyler Kert, CPA, MBA

Financial Advisor

(509) 300-1040 ext. 109

(509) 300-1043

Tyler was born and raised in Cashmere, Washington. As a Cashmere High School Bulldog, he played on the football, basketball, and tennis teams and still enjoys playing sports in his free time. Tyler went on to earn a bachelor’s...

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Whitney Smith

Accounting Services Team Lead

(509) 300-1040 ext. 110

(509) 300-1043

Whitney was born and raised in the beautiful Wenatchee Valley. After high school, Whitney took time to focus on her new family. She returned to the workforce at a local pharmacy in Leavenworth. She later moved on to work at a large...

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Denise Miller

Accounting Services

(509) 300-1040 ext. 102

(509) 300-1043

Denise was born and raised in Central Washington.  Her family has been in the Wenatchee Valley since the 40s.    During college she met her husband and left college to focus on raising her family.   ...

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Krystal Weaver

Accounting Services

(509) 300-1040 ext. 108

(509) 300-1043

Krystal is originally from Eureka, Montana, and she graduated from the University of Montana with a degree in business, with an emphasis on Accounting. She is new to the Wenatchee Valley and loves spending time outdoors kayaking, walking..  

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Diana Batson

Office Manager

(509) 300-1040 ext. 104

(509) 300-1061

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. 

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Madison Moore

Administrative Assistant

(509) 300-1040 ext. 100

(509) 300-1043

Madison was born and raised in Washington, moving to the Wenatchee Valley in 2021. After high school, she attended Washington State University and is a proud Coug. Madison most recently was a hairstylist and guest coordinator for a...

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