Media Guide

Financial Planning for Comprehensive Wellness

REACH OUT FOR THE EXPERTISE OF PROFESSIONALS ABOUT:

• Financial planning for comprehensive wellness
• Strategic charitable giving

• Estate planning
• Retirement planning
• The growing profession of financial advising

ABOUT PITON WEALTH:

TCB-23-Gold-Winner

• Offices in Kennewick, WA and Kalispell, MT
• Founded in 2002, became an independent financial planning practice in 2018
• Voted Gold Best Financial Planner in 2023 Tri-Cities Best Magazine

Michelle Clary,
CFP®, CLU®, ChFC®, RICP®, AEP®

Founder/CEO

Michelle is a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant, chartered life underwriter, retirement income certified professional, and accredited estate planner.

Ask Michelle about any of the above as well as:
• Estate planning & charitable giving
• Financial planning for scientists & engineers
• Excelling as a female executive

Nick Mercer,
CFP®, CFA® candidate

Wealth Advisor

Nick is a Certified CERTIFIED FINANCIAL PLANNER™ professional.

Ask Nick as a planning professional as well as:
• Investment Strategy
• Financial planning for scientists & Engineers

Kaitilin Newman,
CRPC®

Wealth Advisor

Kaitilin is a Chartered Retirement Planning Counselor.

Ask Kaitilin as a professional financial planner as well as:
• Financial planning for entrepreneurs
• Focus on client education

Aaron Ells,
CFP®

Wealth Advisor

Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst.

Ask Aaron as a planning professional as well as:
• Financial planning for those recently divorced or widowed
• Assisting federal employees with financial planning

Piton_Wealth_Horiz_Logo

Wheel of Wellness

Mark your level of satisfaction for each slice.
(5= most satisfied)

Social Media

We invite you to follow us on social media by clicking on the icons below.

You can also follow our hashtags: #ServeWell #PitonWealth #LiveGenerously

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