Our Team

Our team consists of Jeff, an LPL Financial Advisor who will provide tailored options to pursue client's financial goals and aspirations. Meg, our Head client Administrator will seek to provide a person, consistent and thorough client experience. We firmly believe this combination makes for an exceptional set of circumstances for our clients.

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.