Broker Check

Who We Are

Who We ArePrepared for retirement.

We help people across the Pacific Northwest make thoughtful retirement decisions through clear, personalized financial advice.

Our Core Values: The Foundation of Our ‘Tidepool’ 

Unflinching Integrity

We are principled, transparent and candid people with a heart for stewardship.

Be Accountable

Planning isn’t one‑and‑done. We walk with you, adjust the course, and keep your goals on track, especially in the critical years close to retirement.

Fiercely Resilient

Life throws curveballs. We help you adapt, protect your income, and stay confident no matter what the market dishes out.

Strength in Community

Every win ripples outward: to family, friends, and the wider community. Your success strengthens all of us.

About UsMeet The Team

James Menezes

James Menezes

President, Senior Wealth Manager

Phillip Smith

Phillip Smith

Financial Planner

Christina Slavkovsky

Christina Slavkovsky

Relationship Manager

Daphne Brown

Daphne Brown

Relationship Manager

Heather Van Buskirk

Heather Van Buskirk

Relationship Manager

Contact Us About to retire and have questions? Let's talk.

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!