Who We Are

MyICON’s Vision and Mission Statements:

To be the Northwest’s most respected independent fee-based financial planning and wealth management firm. Serving as their trusted Personal CFO, we bring vision and direction to the lives of our clients and their families.

MyICON’s Value Statement:

MyICON was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well-being. We have a fundamental understanding and focus that the most important part of our relationship is to manage risk and look out for our clients’ best interests. And, as we cultivate relationships with our clients that last a lifetime, it is our objective and professional knowledge that is key to our shared vision. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you do not have someone you trust teaching you the rules.