Professional Referrals

“We are very privileged to work with a number of professionals locally.  Selecting a professional is a highly personal exercise that depends on factors that are sometimes difficult to quantify.  The list is alphabetical in order to avoid the appearance of favoritism for any individual or firm.  We suggest that you consider “interviewing” a number of professionals in order to determine the best fit for your needs.”


Multiple Specialty

Amy Allison - Anderson Hunter Law Firm
2707 Colby Ave. Ste. 1001
Phone: 425.441.3796

Sarah Duncan
Adams and Duncan, Inc., P.S.
3128 Colby Avenue
Everett, WA 98201

 Leigh Bennett – Bennett and Bennett Law Firm
400 Dayton
Edmonds,  WA  98020

Kanoa S. Ostrem - Ostrem Law, PLLC
8905 Roosevelt WA NE
Seattle, WA 98115


Banner Bank
2531 Colby Ave.
Everett, WA 98201

John Nelson
Vice President and Relationship Manager
425-339-6395 – Direct
206-355-9157 – Mobile

Caliber Home Loans
2825 Colby Ave.
Suite 305
Everett, WA 98201
425-216-6288 – Fax

Michelle Schmidt
Mortgage Loan Originator
425-405-6013 – Direct
425-422-3214 – Mobile

Certified Public Accountants

Ryan Blume, Partner - Blume Keeney PLLC
1604 Hewitt Ave, Suite 616
Everett, WA  98201
Phone:  (425)404-3545

Albert Chang, Partner - Forbes Anderson PLLC
906 SE Everett Mall Way, Suite 415
Everett, WA, 98206
Phone: (425)258-3173

Jenny Keeney, Partner - Blume Keeney PLLC
1604 Hewitt Ave, Suite 616
Everett, WA  98201
Phone:  (425)404-3544

Peg O'Meara - Werner O'Meara & Company, PLLC
19109 36th Ave W Ste 213
Lynnwood, WA  98036
Phone:  (425)774-8888

Paul V. Taggart - Taggart CPA
3209 Colby Avenue, Suite 107
Everett, WA  98201
Phone:  (425) 343-8079

Insurance Services

Disability Insurance: (Individual and Group)

Megan E. Tay
1702 North 34th Street
Seattle, WA  98103

Life Insurance

Ross E Rettenmier
SagePoint Financial
3209 Colby Avenue, Suite 106
Everett, WA  98201

Long Term Care Insurance

John Rettenmier
24144 E Greystone Ln
Woodway, WA 98020

Medicare - Consulting and Supplemental  Insurance

Heidi Heikkala
Sound Benefit Solutions
Heidi Heikkala
425-953-4395 (Office/Fax)

Multiple Line Agents

Allstate Insurance - Michelle Tullius
1233 164th St SW, Suite G
Lynnwood, WA 98037

Trust Companies

Arden Trust Company
8777 N Gainey Center Dr, Suite 125
Scottsdale, AZ 85258

PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web-site. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

These legal advisors/tax professionals/professionals are not affiliated with or endorsed by SagePoint Financial, Inc. The information provided is not intended to be a substitute for specific individualized tax, legal, or estate planning advice.