We both grew up working in agriculture in the Yakima Valley, in hardworking migrant families. We are first generation college graduates from the University of Washington, where we met. After retiring from our careers as a Union Construction Worker and a High School CTE Teacher, we set out to address the financial educational gap and ensure that individuals, families, and businesses are prepared for a healthy financial future. 

In 2021, we began a family business derived from the understanding that financial literacy in many communities was far from where it needed to be. Many people fail to plan until it is too late, whether it be retirement or an unexpected loss. Our desire for impact and growth, fueled a part-time opportunity to become a family legacy. 

 Since inception, our focus has been to outreach and provide the knowledge and services required for every individual to obtain financial independence. Partnered with some of the very best financial vendors in the industry, we provide high integrity, solution driven options for our clients. Along the way, our firm has licensed over 100 agents -and counting- to support our mission throughout the country. Now, leading a top all around office in the PNW with our brokerage and a top office in mortgage lending in the country! Our goal today, is to help our clients and our team build legacies for their own family through impactful work.

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We look forward to learning about you, your family, and your goals. 

Your Regional Vice Presidents

Jose & Lizette Gutierrez