We’re honored to be selected Best of South Sound Financial Planner! Chosen by the community, this program recognizes and celebrates the local businesses that consistently earn the trust and support of South Sound residents. This award helps shine a spotlight on hometown favorites that not only help define our communities and neighborhoods but also make everyday life across our area better.Relationships Above the Bottom Line
For more than a decade we’ve been serving hundreds of our region’s families, businesses and organizations with their financial planning, investment and insurance needs. To us, you’re more than the balance of your account, you’re a part of the OFS Financial Services family where we put relationships and trust above the bottom line. At OFS, we’re located at Olympia Federal Savings, and as part of the OlyFed team you can rest assured knowing we provide our clients with straightforward, honest and caring strategies, advice and professional-level assistance and guidance.
Schedule an Appointment
If you’re looking for trusted, caring and experienced investment advisor, we’d be honored to help secure your financial future. Please complete the form below to schedule a no obligation consultation with Financial Advisor, Jason Andrew and we’ll be in touch within one business day.
2026 The Olympian Best of South Sound – Financial Planner issued by The Olympian. This award was presented by The Olympian as part of its annual Best of South Sound competition recognizing local businesses and professionals. Winners were selected through online community voting. The award is not based on investment performance or the quality of investment advice provided to clients. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award