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  •  Office: 360 302 3122
  •  Cell: 360-241-7778

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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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Our Approach

I am dedicated to providing investment management and strategic wealth planning to my clients. Simply put, I strive to be my client’s trusted advisor. As a financial advisor, my primary focus is to provide objective opinions that strive to pursue long term investment results.

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1034 NE Blair RD
Washougal, Washington
98671 United States

  •  Office & Fax: 360 302 3122
  •  Cell: 360-241-7778

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

Heritage Capital Management is not registered as a broker-dealer or investment advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  CA, ID, IL, OR, WA

LPL Financial Form CRS

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