All Finance & Investment Services

Wauna Credit Union was chartered in 1967 by a group of local residents who were employees of the Crown Zellerbach Paper Company (now known as Georgia Pacific Paper Company), located in Wauna, Oregon. As the popularity of our Credit Union grew, other nearby residents requested the opportunity to become members, too. This prompted our volunteer board of directors to apply Read more...

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. I take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference. Read more...

Home purchases and refinances, Conventional financing as well as VA, FHA , USDA, Reverse mortgages and Rehab loans. Read more...

An Independent, Fee-Only Registered Investment Advisor. Specializing in investment management, financial planning, sustainable income, bookkeeping and payroll. Read more...

Medicare Broker Specialist – A northwest company that specializes in taking their clients by the hand and walking them through the process of Medicare and Medicaid. Because we are a NW broker – we are able to offer almost every plan there is in the Pacific NW. Read more...