Meet Your Team

We are a dedicated team of women passionate about empowering our clients through thoughtful financial guidance. Led by an experienced financial advisor and supported by knowledgeable and caring staff members, we are committed to helping each client build a secure and successful financial future. Your goals are our priority, and your financial well-being is at the heart of everything we do.

^{Our founder}Anneliese Johnson, CRPC®
Financial Advisor

Anneliese graduated from Washington State University with a BS in Chemical Engineering. After a short time at Hanford, she found her forever career as a Financial Advisor in 2006. Her engineering mind loves working with clients to find a path to their financial goals, and optimizing financial decisions along their journey.

Anneliese is currently enjoying the work life balance of having built a successful practice and being a mom of two active teenagers. When she’s not in the office with clients, Anneliese can usually be found attending one her kids various sporting events. On quieter days, when it’s time to relax & recharge, Anneliese retreats to the water. She loves spending time with family & friends by the pool, at the river, on Lake Coeur d'Alene or at the Oregon coast. Anneliese also loves music and attending concerts.

Support

Shyann Pierce

Client Service Specialist

Lizzy Tiller

Client Service Specialist

Mykaela Faulconer

Marketing Director / Client Service Associate

Morgan Lindsey

Client Service Associate

More Than Just A Firm,
A Partner On Your Financial Journey

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

CONTACT US