Our Story
Begins With Yours
We Love What We Do
Since 2017, we've built our practice around a simple belief: your financial future deserves more than cookie-cutter solutions and quarterly check-ins. You deserve advisors who truly listen, who understand that behind every financial goal is a real person with real hopes for their family and their future.
Our name reflects how we see our role in your life. Like the iconic Pilot Rock that stands as a landmark in our Pacific Northwest community, we aim to be your solid foundation—a reliable point of reference as you work toward your destination. Just as early travelers used that distinctive rock formation to navigate their journey, we help you chart your course through life's financial decisions with confidence and clarity.
The Power of Partnership
You're not just working with one advisor when you choose us—you're gaining access to a full team with almost two centuries of combined experience. This means when you have a question or need guidance, you benefit from diverse perspectives and deep expertise across every area of financial planning.
We also believe your financial life doesn't exist in isolation. That's why we work closely with your accountant, attorney, and other trusted professionals to ensure every piece of your plan works together seamlessly. Your CPA's tax strategy should complement your investment approach. Your estate attorney's recommendations should align with your overall financial goals. We coordinate these relationships so you never feel like you're managing competing advice or conflicting strategies.
Always In Your Corner
Our commitment goes beyond managing your money—we're here to support you through every financial question and life transition. Whether you need to talk through a major decision, understand how market changes might affect your plans, or simply want reassurance that you're on track, we make ourselves available.
We listen first and advise second, because we know that understanding your unique situation and values is the foundation of any good financial relationship. This high-touch approach means you'll never wonder where you stand or feel like just another account number. When you need us, we're there—with integrity, compassion, and service that has no limits.
Your financial journey is personal, and so is our approach to walking alongside you every step of the way.
Richard E Wilson II APMA®, AIF® CPFA
Wealth Advisor | Legacy Builder
Brian Griffith CFP
Financial Advisor
Mark Degner APMA®
Financial Advisor
Nathan Salhus APMA®, AIF®
Financial Advisor
Ryan Westfall
Financial Advisor
Robert Cavens
Financial Advisor
Support Staff
Alexandria Suthann
Client Service Specialist
Cindy Wilson
Operations
Jenelle Hash
Client Service Specialist
Kamryn Schneider
Client Service Specialist
Ryan Wilson
Licensed Assistant
Stacie Skeeters
Administrative Assistant
