Where We Come From
Work ethic forged
in the timber mills.
Our roots run deep in Northwest Washington. Long before guiding clients through retirement, we learned the value of dedication in hands-on industries that shaped this region— from the timber mills that lined our waterfront to the fishing fleets and farms that fed our communities. That same commitment drives how we work together to serve families in our communities.
Meet Our Team
Grounded here. Working for you.
We combine a deep understanding of North Puget Sound with the insight gained from years of serving clients in our area. Our relationships span generations, built on consistent service and shared values.
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Michael Perry
Founder, Managing Director
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Jackson Morrow
Financial Advisor In-Training
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Jennifer Robinson
Senior Client Relationship Manager
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Kristie Froland
Client Associate
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
What Drives Us
Principles that guide every client relationship.
Hard Work
Anything worth building requires dedication.
Clear Communication
We speak plainly and focus on what matters to you.
Shared Investment
We invest in the same strategies we recommend, standing alongside our clients.
Our Purpose
Helping you navigate retirement with confidence.
We help clients get to and through retirement by focusing on income generation, tax-smart strategies, and investment plans that fit your life—delivered with the same care we apply to our own financial decisions.
Where We’re Headed
Committed to the next generation of families.
Our vision is to be the trusted financial partner for families across Northwest Washington, helping multiple generations build and preserve wealth while staying connected to the communities we call home.
