Our story

Our Story

Two women and one man sitting at a table looking at document

Who are we?  

Catalyst Financial Advisors and Associates is a team of financial professionals and support staff dedicated to working for you and your goals. We love what we do! We have diverse and in-depth knowledge to help guide you through every stage of your financial journey. As a team, we can also offer a broad range of products to help you address your investment and protection needs. Together, we’ll help you build comfort and confidence in your finances. 

To help extend the reach and impact of our team, in addition to working with individuals, we also work with churches and nonprofits to provide a full range of charitable giving options and professional giving expertise to help support charitable purposes they choose.


Guided by what's important to you 

We help you assess not only your financial picture, but how other important parts of your life fit into that picture, whether it’s your family, faith or giving back. Our team has a different mindset about finances. We see money as a tool, not a goal—one that can afford you a life rich in meaning and gratitude. 


Your holistic financial partner  

We want to work with you to provide comprehensive financial guidance that reflects your goals and values. Drawing on our industry expertise, we'll help you map out a path to a more secure financial future. 

Our clients’ financial plans are centered on their values. Their values determine their goals and decisions. It’s our job to help you align your decisions with your goals and values. 

Our team has diverse and in-depth knowledge to guide you through every stage of your financial journey. We have offices in Washington and Montana, and we are happy to serve clients virtually in many other states. 

We can help you: 

  • Develop a personalized financial plan that addresses your unique situation and goals. 
  • Prepare for life’s uncertainties, as well as planned events. 
  • Prepare for changing tax environments. 
  • Bring clarity to your overall financial picture by working directly with your attorney, accountant or other financial professionals. 


Our proactive approach towards helping anticipate and plan for future changes differentiates the experience our clients have working with us. 

We lead with holistic advice, centered on diversification. We help our clients diversify their financial plans by tax strategy and time horizon. 


Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.  

Newsletter Q4 2023

Thrivent magazine article