With a relentless work ethic and a passion for tackling challenges, Kimberly brings a unique blend of analytical training, investigative skill, and genuine care to the clients she serves. Her foundation in extensive planning and preparation began at Embry-Riddle Aeronautical University, where she earned a Bachelor of Science in Aeronautics with a specialty in crash investigation. Although her career ultimately took a different path, the investigative mindset she developed there remains central to how she approaches her work today.

She thrives on examining all available options, breaking down complex information, and presenting it in a clear, educational way. She believes that when people truly understand how financial strategies and tools work, they become fully empowered to make confident decisions for themselves. This commitment to transparency, education, and thoughtful exploration is at the heart of her client relationships.

Kimberly and her husband Al live in Ridgefield, WA, where they enjoy their beautiful blended family.

Katie has called the Pacific Northwest home for nine years, embracing the region’s vibrant communities and natural beauty. Outside of work, she loves hosting weekly dinner parties for friends, discovering small local businesses, and traveling—both close to home and around the world. In her professional life, Katie prioritizes building genuine personal connections and approaching every challenge with thoughtful problem-solving. Known for her warm and friendly demeanor, she brings a people-first perspective to her work and takes pride in creating positive, collaborative experiences for those around her.

For more than 10 years, David Pont has built a career centered around people—first in leadership, coaching, and talent development roles at Nike, and now as a financial advisor dedicated to helping individuals feel confident about their retirement future.

David’s move into financial advising was a natural extension of what he enjoys most: supporting people through important life decisions and building trusted relationships. With his Series 65, Life & Health Insurance licenses, and NSSA® certification, he focuses on giving pre-retirees and recent retirees the clarity and confidence they need to navigate Social Security, income planning, and long-term retirement strategies.

David and his wife, Kristine, live in Oregon with their two sons, Riley and Nash. When he’s not meeting with clients, you’ll find him on the golf course, tackling a home project, or enjoying quality time with his family.

For nearly 30 years, Neal has dedicated his career to helping individuals and couples optimize their retirement income and confidently navigate the transition into their next chapter of life. His expertise spans all major components of retirement planning — including Social Security, pensions, annuities, qualified retirement accounts, and retiree taxation — and he is skilled at coordinating these elements into a cohesive strategy designed to maximize long-term benefits.

Throughout his career, he has traveled extensively, from New York to London and back to Vancouver, seeking out leading professionals and industry innovators to deepen his knowledge and bring the most effective strategies to his clients. This commitment to continuous learning allows him to offer guidance that is both informed and highly personalized.