Steve is CERTIFIED FINANCIAL PLANNER™ practitioner who has been working with many Washington school teachers and school professionals. He has been a guest speaker at many conferences educating them about WA TRS / SERS benefits and Social Security benefits. He enjoys meeting with clients, learning about their challenges, and creating solutions for them. He completed an MBA in Entrepreneurship at Pacific Lutheran University and a Bachelor of Science Finance at Portland State University. He is a U.S. Navy and Army National Guard veteran. Steve and his wife are originally from Indonesia. They live in Tacoma, WA, with two loving Shiba Inu dogs, Sam and Saki. In his spare time, Steve learns Spanish at La Unica. His late grandmother, who was a school headmaster, spoke six languages. Steve’s goal is to be able to at least speak six languages just like his grandmother.

Trish is the Office Manager who ensures that workflows are moving. She ensures that work is completed, and assists Steve with client reach-out. Trish has been working in the financial service industry since 2001. She loves to drink coffee. Her favorite color is purple and her favorite pie is berry pie. Trish and her husband rescued Cleo, a pit bull, and adopted Cid, a Corgi. In her spare time, she and her husband like to visit small towns and the coast in the Pacific Northwest. She is also a proud grandmother of two. Trish loves to spend time with her grandchildren and her daughter.

Sam is a male Shiba Inu who is very independent. He is friendly to all humans. At home, he likes to patrol against backyard creatures that dare to come to his territory. When a human says “squirrel” or “ardilla” (squirrel in Spanish), he will quickly stands his guard and keep a watchful eye for intruders. He has a high prey drive. Once after visiting a friend’s who owns a pet rabbit, Sam always remembers that there is a prey inside his house. Smarty Sam can also do tricks when instructed in English or Spanish as long there is a steady supply of treats.

Saki is a female Shiba Inu who is very sweet. If humanity ever creates a new, unifying world language, then we propose the word “Saki” as the word for “sweet.” She is five years younger than Sam, and she is Sam’s half-sister as they have the same mother. Sweet Saki is friendly to all humans and all dogs. Once a human rubs her back or her belly, she will put a spell on them with her sweet face so that they cannot stop petting her. If Sam is Yang, then Saki is Yin.