Management Team

Crystal McMahon, Founder/Financial Planner


      Crystal is fierce about protecting her clients’ life savings. By spending the extra time to get to know you personally, Crystal helps you align your financial goals with your values, so you focus on what's important.    
    As Fiduciary and primary investment manager of the team, Crystal also holds a B.S. degree in Organizational Leadership with a focus on Finance, Economics and Accounting. 

     During her free time, Crystal volunteers with Harbor WildWatch, and has volunteered with Fred Hutch Cancer Research Center and several other nonprofits over the years. Crystal loves exploring and she enjoys getting outdoors to hike, kayak, snowshoe and travel with family and friends.

Investment Adviser Representative 

Life and Health Insurance Licensed

Designated Real Estate Broker 

David W. Noble, Investment Executive


     As a pilot, David knows the value that detailed planning and execution plays in reaching the goals we desire in life. David's mission is to make sure you have enough money throughout your life for the lifestyle you want. He has a no pressure attitude and a philosophy of  "we don't think for you, we think about you and we think with you". He believes that his clients will make the right financial decisions for their situation if they are educated on all of their options in an understandable way.

    David has lived in Washington since childhood - he loves the outdoor recreation our region provides and the great people who live here. He and is currently serving on the board of the Lions Club.  

Series 7 & 63  

Life and Health Insurance Licensed 

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.  Member FINRA/SIPC and an SEC Registered Investment Advisor.

Financial Advisor | Insurance Brokers | Retirement Planning