Our Team

Our Team consists of two dedicated individuals seeking to provide a personal, consistent, and thorough Financial Planning Experience to our clients. These individuals provide tailored options for various goals and aspirations that our clients have for their money. An experience we firmly believe cannot be found elsewhere.


Jeff Huff LPL Financial Advisor

Jeff Huff received a Baccelaurate of Arts Degree in Economics from Washington State University, after 33 years of experience in Financial Planning, he helps provide his clients with options for a sustainable future no matter the circumstance.


Meg Huff Head Client Administrator

As head of Client Administrating, Meg Huff has been working along side Jeff for the last 12 years ensuring proper and personal communication with our valued client base.