1045 West Katella Avenue
MEET THE TEAM
Our reasons for becoming financial professionals are deeply personal and involve a commitment to our community. We observed friends and family struggle to find the help they needed to map out their financial future. With our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner regarding the concepts involved in personal finance.
Financial Advisor, MBA, LUTCF
Allen started his career as an officer in the United States Air Force before transitioning to work as an executive in the aerospace industry. He entered the financial planning profession as an advisor at Waddell and Reed, Inc., before...
Financial Advisor, LUTCF
Sherry began her career in the corporate world in finance and eventually transitioned into human resources where she worked with individuals to meet challenges, overcome obstacles and accomplish goals. Now, as a licensed financial...
Client Service Assistant
Michelle joined Newcastle Financial Services as a Client Service Assistant in August 2014, and currently works from her home office in Olympia, Washington. Prior to joining Newcastle, Michelle’s professional experience included...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.