Regardless of where you may be along your financial journey, my team is here to help you navigate through your financial challenges and milestones.
We help clients manage risk and grow wealth by advising and executing strategic insurance and investment decisions in their best interest throughout our long-term client relationship.
We’re in this business to help reduce anxiety and make those “someday” goals reachable, by understanding what matters most to you
I can be contacted at 206-202-6965 to set up a complimentary introductory phone or Zoom call
You may also email me at William.allen@thrivent.com
Always appreciate the chance to learn about your goals and how my team can help set up your financial future
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Lake Stevens Office
- Phone:
- 206-202-6965
- Mobile:
- 206-735-6229