Eric, Casey, Jacquetta, Joseph, and Nicole have more than seventy years of combined experience in the areas of estate and business planning. Our decades of experience and clientele have enabled us to develop and maintain a very high level of expertise, establish a reputation of excellence, and understand the personal nature of this type of practice.

Located in the heart of Mercer Island, we are committed to providing an environment of comfort and ease while working with clients on strategies for accumulation, management, and transfer of wealth.