Broker Check



Since 2005 we have provided independent wealth management and planning services to individual and small business clients. We start with a complimentary meeting to determine if our services meet your needs and then look more closely at risk tolerance, investments and estate planning to fully understand your situation. The retirement income analysis is always an important part of this process. Ultimately, our mission is to provide wealth management, sound advice and peace of mind. We look forward to working with you.

If you would like to know more about KMS Financial Services, the broker/dealer with which we are affiliated, you may visit their website at KMS has served individual investors in the Northwest since 1971 and is licensed in all fifty states.


Charles D. Tompkins, CFP