Wheatland Bank - Dayton (WA)

Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.

MRAZ the don The best around and most I’ve gotten for a return

Evan Heimbuch Highly Recommend! After interviewing multiple advisors I could not be more satisfied with choosing Tyler Atkinson. Not only is his portfolio construction top notch, But his financial planning leads the way of how financial advisors should be. He is a full independent fiduciary advisor who is fee based. No hidden agendas or commissions. I will be recommending tyler to all of my colleagues.

Nagaraju Rajuri All about financial education! I was able to attend the free workshops, they are so powerful and helped me personally. Great team with a beautiful cause. Highly recommended to meet this team.

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.