We're proud to help people discover and do what they love
We strive for excellence and challenge ourselves to think differently in order to create the optimal environment for our employees and clients to succeed. We’re an organized and adaptable group of critical thinkers, who collaborate to solve problems because we believe that everyone has something important to contribute.
Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is their best interest so that they can sleep soundly at night and make the most of their retirement years. SPG is a company that prides itself in being a positive, friendly, non-toxic environment. If you have to spend your waking time at work - you want it to be with this group of kind, humble, generous, and fun people!
Sound Planning Group is a growth-oriented financial firm located in Kirkland, WA. We are BBB accredited and have been nationally recognized by Inc. Magazine ranking no. 1453 on their 2020 Inc. 5000 list of the fastest-growing private companies in America. Inc. also named SPG as one of the Best Workplaces of 2021 and 2022.
There isn't competition here. We help each other, we collaborate and adapt. Our clients need us to be informed and manage their investment with a high degree of integrity, and stewardship. Part of that process comes from all of us collaborating and adapting to what is needed. Our goal is not to just do the right thing all the time but to go beyond what is expected by our clients.
My favorite thing about SPG is the culture and relationships. My goal is to leave everybody I come into contact with better or leave them with some positivity. I believe that is a big part of stewardship (one of our core values).
It is my goal to provide a warm and friendly environment where guests and clients feel welcome and comfortable. I love how we feel like a family, and that carries over with our clients.
I love taking the time and effort necessary to educate our clients and bring them along the journey of planning with me. I care for our clients as if they are my own family.
When it comes to SPG's core values, "Collaboration" is the most key for me, and I love being able to trust my coworkers.