CONNECT

Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Dan Nash

Dan Nash

Financial Consultant

Technology has shifted the paradigm on how people access information and assess their options as consumers. In an industry teaming with options, we seek to provide clarity and resolve ambiguity for clients, helping them navigate the complexities of choice in the financial world. 

It is our principles and our open-architecture approach that differentiates us. As holistic planners, we want to know what's important to you in all aspects of life so that our advice and recommendations may encompass the big-picture. By tying together all the moving parts we empower our clients to add security and confidence within their lives.

Our goal is to create a lifetime Financial Plan designed to help you achieve and maintain the lifestyle you want to live; a plan that achieves your financial goals so you can focus on your family, career, and hobbies, and other things that are important to you.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6239
Fax 206-956-6202
Mobile Phone 616-502-8492
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck