WILLIAM H MCELROY

FOUNDER  &  DIRECTOR OF PORTFOLIO MANAGEMENT

Managing,  protecting,  and  growing  people's  assets  through  customized financial services has been my calling for for over 34 years. Charitable giving and participating in the community has always been a high priority of mine.  Serving currently as the President of the Mill Creek Rotary Chapter, I strive to serve my community by providing leadership in business, while also extolling the virtues of giving thanks and  giving back.  As a  Washington  State  University  Alumni, I  have always known the importance of taking pride in all that I do.  I have always called the Pacific Northwest home. My wife Sally and I have lived for over 25 years near the city of Mill Creek Washington, where we have enjoyed raising two wonderful daughters. I am always willing  to  help people, whether it  is  with their personal  financial  affairs, or through various avenues of philanthropy and giving back to the community.

MARY K VOSS

DIRECTOR OF FINANCIAL PLANNING

The most important quality I bring to my work, in addition to thirty years  experience in financial  services, is communication. I  work  closely  with  clients to achieve  their  financial goals and  counsel  clients on  money  issues; working  with  them to get a better understanding of the emotional side of money, and helping them make better financial decisions. For many clients, we work through  issues of over spending; getting  a  grasp  on  what is happening  to  their  funds,  actually setting money aside for future needs. For others, I provide strictly someone who can handle the day to day because they are too busy.

My philosophy is if you don’t have the time, temperament or talent, I can handle it for you. Do what you do best, and ‘sub’ the rest .