“If you will make the sacrifices now that most people aren’t willing to make, later on you will be able to live as those folks will never be able to live”
-Dave Ramsey
WHO WE ARE
Jeff Iunker
Wealth Management
One of my greatest passions is working with families, providing guidance that spans generations. It’s been incredibly rewarding to have clients refer their family members, friends, and neighbors to me over the years. There’s nothing more fulfilling than helping a family’s legacy grow and thrive.
As a fiduciary, I put your needs first, designing portfolios that align with your financial goals while keeping costs low. I take pride in building lasting relationships and gaining a deep understanding of your dreams and vision for the future. In 2013, I began my career in the financial industry, earning my Series 7 and Series 66 licenses. In 2023, I opened my own branch office in Enumclaw, Washington working with LPL Financial.
I’ve had the privilege of assisting clients with various accounts, including retirement plans, individual and joint accounts for specific goals, custodial accounts for children or grandchildren, and education savings plans. I also offer legacy planning services, using tools such as life insurance, annuities, and long-term care policies. Based in Enumclaw, I’ve built a strong network of trusted professionals, including CPAs and attorneys, who work alongside me to ensure all areas of your financial life are well supported.
Look Me Up on BrokerCheck
Meghan Akana
Part-Time Branch Office Administrator
Meghan started her career as a branch office administrator back in 2011, working in both Sammamish, WA, and Meridian, ID. When she moved back to the plateau in 2018, she joined the office, bringing her experience and passion for helping people with their financial goals to the office. Meghan loves getting to know clients and guiding them through the sometimes tricky world of finances. She’s a pro at staying organized, solving financial puzzles, and always puts client service first, making sure everyone feels supported and cared for.
How Can I Help?
Contact me for a free consultation in-person, via Zoom or on the phone.