Financial Services

Mechanics Bank – Deborah Leibel
Personalized mortgage solutions tailored to your goals. Whether buying or refinancing, I provide expert guidance, exceptional service, and lifelong support to help you achieve financial success and make informed lending decisions.

Stephen Bowden Investments
Independent investment advisor with 40+ years of experience helping individuals and businesses grow and manage investment and retirement accounts. Offers competitive fees, commission options, and personalized guidance.

Cristi Frederickson-Willis, Northwestern Mutual
I offer comprehensive financial planning for businesses and individuals. Everyone deserves to know the possibilities they have available to them!
Washington Trust Bank
Washington Trust Bank is the Northwest’s largest privately owned bank, offering personal, private, commercial, and small business banking, home loans, and credit cards with local expertise and community-focused service.

Banner Bank
Dream big with Banner Bank. Solutions for better banking. We support small businesses with a variety of solutions.


Heritage Bank – Lakewood Branch
Heritage Bank is a community-focused Pacific Northwest bank offering personal and business banking, loans, treasury services, and digital banking. Committed to customer service, employee empowerment, and community investment.

Mechanics Bank – Kamarie Wilson
Mechanics Bank is a community-focused financial institution offering personal and business banking, lending, wealth management, and trust services. Since 1905, it has helped individuals, businesses, and communities thrive.
Safety Net Consulting, LLC
Safety Net Consulting, LLC - Retired Social Security Administration Claims Representative. Independent consultant providing benefit information to attorneys, financial advisors, and individuals so that informed decisions facilitate financial goals.