Street Address:
3405 N Proctor Street
Tacoma, WA 98407-5542
Mailing Address:
3405 N Proctor St
Tacoma, WA 98407-5542
Landmark:
On Proctor St, just North of the Metropolitan Market and the Proctor Business District
Phone Numbers:
Phone: (360) 339-4444
Phone: (253) 756-0270
Fax: (253) 756-1154
Office Hours:
Mon-Fri 9:00 am - 5:00 pm
Other times by appointment
NMLS MLO #: 374429
My background and achievements
- Purdue University, West Lafayette, IN, B.A.
- Chartered Financial Consultant
- Chartered Life Underwriter
- Chartered Advisor in Senior Living
- Pierce County Hispanic Chamber of Commerce
- Junior Achievement - Volunteer
Meet the team
- Shelli Neigel - Team Leader
- Michael Boehm - Team Leader
- Ben Finklein
Our mission is to help our clients and their families achieve their financial goals using a needs based approach. We do this by developing and implementing prudent strategies that seek to manage clients risks and maximize the creation and preservation of their dreams.
Driving Directions
Email Me
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