Team

Direct: 360.698.6546
Cell: 360.271.8564

Steve has been a financial adviser since 1990, bringing nearly three decades of valuable experience to his clients. In his work, Steve enjoys looking out for his clients’ best interests by always keeping them protected, informed and educated in their financial goals. He is also a Loan Consultant and Insurance Agent. Due to his strong financial acumen, Steve brings a holistic outlook to his clients, balancing their goals with the best-suited financial products. He enjoys his work immensely, primarily because of the impact on people’s lives, and the constant ability to learn something new.

He attended the University of Maine and served in the US Navy between 1982 to 1988, while obtaining numerous recognitions for his accomplishments and conduct, including Sailor of the Year. After leaving the Navy, Steve found his true calling in the financial industry and is really enjoying the benefits of Charles Schwab Corporation as his chosen platform.

Steve has been married to his lovely wife Ann for thirty years. Together, they have five children and two grandchildren. When he’s not working, Steve enjoys sports, including football, basketball, and baseball, coaching youth sports, drumming and playing chess. He is also very involved in the community, supporting local schools, the Silverdale Food Bank, Local Chambers, and the Kitsap Builder’s Association.

Kam brings over three decades of professional experience in the financial sector. Through the years, she has held various high-impact roles at top banking institutions, including Customer Service Manager, Investment Advisor, Financial Planner, and Branch Manager. Kam moved from Canada almost ten years ago. While in Canada, she has been awarded the highly respected Certified Financial Planner (CFP) designation "Kam Sahota-Middleton, has earned her Certified Financial Planning Certificate and is certified to advise on Canadian financial planning matters by the Financial Planning Association of Canada, an Affiliate of Financial Planning Standards Board Ltd."

Kam is all about simplifying and streamlining the investment experience for her clients. She offers comprehensive financial plans and investment platforms, and as a mortgage broker with a background in investments, she brings a unique perspective to the table. Having experience in the financial industry's mortgage and investment sides allows Kam to provide a comprehensive understanding of her client's financial needs. This dual expertise enables her to offer a more holistic approach to financial planning and decision-making, ultimately benefiting her clients by providing them with a well-rounded and informed perspective on their financial options.

With her expertise in financial planning and wealth management, Kam is deeply passionate about helping individuals and families achieve their financial goals. Whether you're looking to plan for retirement, save for your children's education, or grow your investment portfolio, she is here to guide you every step of the way. If you are ready to explore how she can help you secure your financial future, please don't hesitate to contact Kam.

Born in the United Kingdom and raised in Vancouver, Canada, Kam now lives in West Seattle and has strong ties to the community there. Kam and her husband Nevin are experienced investors and home renovators, with projects all over Washington state. Outside of work, Kam enjoys spending time with her sons Jesse and Jonah. The whole family is actively involved in lacrosse, participating in coaching, and playing. Kam is also a dedicated runner, participating in 4 or 5 races each year to support local fundraisers.

With over 25 years of entrepreneurial experience and a strong foundation in financial services, Morgan Brown takes a holistic approach to financial planning. Starting a career at AG Edwards, Morgan developed a deep understanding of investment strategies and client-focused solutions before transitioning into a successful entrepreneurial journey as a dedicated stock trader. 

Morgan is passionate about helping clients achieve their financial goals, focusing on tailored strategies that address their unique needs and aspirations. Raised on Bainbridge Island, Morgan combines local insight with a global perspective, delivering personalized advice to empower clients at every stage of their financial journey. 

Outside of work, Morgan finds inspiration in the great outdoors, enjoying backpacking in the Olympic Mountains, skiing, and surfing. These pursuits reflect the balance and resilience Morgan strives to bring to both life and financial planning. 

Whether you're looking to grow your investments, prepare for retirement, or achieve financial independence, Morgan’s experience and dedication make a trusted partner in your success.