About Us
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Founder and President

Clifford R. Thomas, CPA, CFP®

Cliff has over 14 years of experience as a Certified Public Accountant in Washington State and has worked with the: software development, retail, staffing, home building, and financial service industries.

Recently , Cliff earned the credential of Certified Financial Planner™ in order to deliver an enhanced level of service and value.

The CFP® credential is in addition to his existing Series 66 (Uniform Combined State Law), Series 7 (General Securities Representative) and Insurance licenses.

Cliff is a member of the Washington Society of Certified Public Accountants (WSCPA) and the Financial Planning Association (FPA).

Cliff holds a current Washington State license to practice as a Certified Public Accountant.