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Team

At The Wealth Network, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Steve Beals

Financial Advisor

(425) 429-3978 x103

(425) 663-3288

Steve@WealthNetworkWA.com

Steve has been assisting clients with their Financial Planning needs for nearly 20 years assisting individuals with Retirement Planning, Investment Management, Life, Disability and Long Term Care Planning, and Legacy or Estate Planning...

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Britney Beals

Administrative Assistant

(425)-429-3978

britney.beals@woodburyfinancial.net

Britney is new to the financial advising field and eager to help you with all your needs. In the past, she has worked retail management in skincare and makeup, so she is very experienced in client servicing.

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Deborah Roberts

Director of Encore Services

425-748-8071

deb@fowlerfinancial.com

Deb Roberts is diverse in helping clients with their needs and takes care of all the day to day client service opportunities. She is a Licensed Agent for Life and Health insurance and has over 30 years' experience in the insurance...

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