Our Team
Frances Richter
Advisor and President
Fran Richter has been working in the Financial Planning field for over 17 years, and as an advisor since 2003. Her client philosophy consists of three components: comprehension, communication and compassion. With these tools she has...
Zachary Richter
LPL Investment Advisor Representative
Zach began his professional career as a junior high Math and Science teacher for Vancouver Public Schools. His summer work experience with his mother, Fran, and love of analytics led him back to the office and a career in the Financial...
Stella R. Holly
Operations Manager
Stella Richter-Holly is an Administrative Assistant and has worked with Frances for over eight years. Her main goal is to provide excellent customer service to all clients as well as adding personal touches in her daily interactions....