How We Work
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Nicole Miles
Owner, Tax Consultant, Investment Advisor Representative
Tax Licenses: EA, LTC #29483
Financial Planning Certifications/Licenses: Investment Advisor Representative*, Series 6, 63, 7 & 65
Insurance Licenses: Life & Health
Education: Bachelor of Science, Human Development, Oregon State University
Kathy Zumwalt
Financial Planning Assistant, Tax Preparer
Tax Licenses: LTP #33514-P, RTRPFinancial Planning Certifications/Licenses: Series 6, 63, & 7Insurance Licenses: Life & HealthEducation: Southwestern Oregon Community College (1976-1977); Certificate from Meritt Davis Business College...
Julie Iparraguirre
Registered Representative & Financial Planning Assistant
Registered RepresentativeFinancial Planning AssistantSIE, Series 6, Series 63, Insurance (Life/Health)Associates Degree in Business Management
