123 Ohme Garden Road
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 Realtor as well. Everyone should have a team of professionals to help them navigate complex areas. And since we think numbers are fun and interesting, we are the 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 has worked in accounting for 15 years, 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...
Chelsea has over a decade of accounting experience ranging from accounting for small businesses in the hospitality and manufacturing industries to serving in the finance department of an international construction materials corporation...
Wealth Management Assistant
Danielle Martin studied business and marketing while attending Saint Martin’s University in Lacey, Washington. She was a member of the women’s Fastpitch softball team where she made lasting friendships. In 2016, Danielle...
Payton is a Wenatchee Valley native. She graduated from Wenatchee Valley College in 2010 with an Associate of Technical Science degree in Business. Payton and her husband Brandon manage his family orchard in Cashmere growing pears and...
Erin has over 2 decades in Accounting and Human Resources experience in both private and public accounting. She has extensive knowledge in several industries including Agriculture, Manufacturing, Healthcare and Retail. She has...