Ross Financial Inc.

We're celebrating a big milestone for Hayley! 🎉

If you caught Matt's Minutes a few weeks ago, you may have already heard the exciting news. Now that the official frame has arrived, we wanted to take a moment to celebrate Hayley and this incredible accomplishment.

Hayley has earned her CFP® designation, the result of years of hard work, dedication, and a commitment to continuous learning. We've watched her invest countless hours into reaching this goal while continuing to show up for our clients and team every day.

We're incredibly proud of Hayley and grateful to have her as part of the Ross Financial team. Please join us in congratulating her on this well-deserved achievement!

A great day out with the Ross Financial team! We spent the day whale watching, enjoying some time together outside the office, and were rewarded with some incredible wildlife sightings. We saw gray whales, orcas, sea lions, and plenty of beautiful Northwest scenery.

Please join us in welcoming Miranda Gillenwaters to Ross Financial!

As our team continues to grow, we're excited to add someone who brings a positive attitude, strong attention to detail, and a genuine desire to help others.

Miranda has jumped in with enthusiasm and a willingness to learn, and we're looking forward to the impact she'll make supporting both our team and the families we serve.

We're glad to have you with us, Miranda. Welcome to Ross Financial!

Please join us in welcoming Russell Snyder to Ross Financial!

We're excited to have Russell join our Bothell team as a Wealth Advisor. From the moment we met him, it was clear that he genuinely enjoys helping people and building meaningful relationships, something that's at the heart of what we do.

It's also an exciting time personally for Russell and his wife, Cindy, who recently welcomed their first child, Emily, into their family.

We're excited to have Russell on board and look forward to the relationships he'll build and the impact he'll make for our clients and community.

A great couple of days in Boston at the Raymond James Chairman's Council Retreat.

Chairman's Council brings together a select group of the firm's top advisors from across the country to share ideas, learn from industry leaders, and discuss what's next for the wealth management industry.

One of the highlights was hearing from leading speakers on the future of our profession, including how AI is shaping wealth management and the client experience.

We're excited to bring new ideas, fresh perspectives, and valuable insights back to our team and clients.

Yesterday, several members of our team had the opportunity to be involved in the Footprints of Fight Golf Tournament.

Footprints of Fight supports Washington families navigating pediatric cancer, helping ease some of the everyday stresses that come with treatment so families can focus on what matters most.

We're grateful for the work they do and the positive impact they have on so many families! Footprints of Fight

Thank you to everyone who joined us at our recent Shred Event in Silverdale!

The event gave clients and community members an opportunity to securely dispose of sensitive documents and take an important step toward protecting themselves from identity theft. We were pleased to see such a strong turnout and appreciate everyone who took the time to stop by.

Big shout out to our Silverdale team for helping make the event a success. We appreciate the opportunity to provide events and resources that help support our clients and the communities we serve.

Matt recently had the opportunity to be part of a panel at the Raymond James Elevate Conference.

The conversation focused on growth and personalization—two things that continue to shape how we serve our clients every day.

Opportunities like this are a good reminder that while the industry keeps evolving, the core of the work doesn't change: taking the time to understand people and helping them move forward with confidence.

Shred day is back! 🗂️🧾

Join us at our Silverdale office for a free shred event—bring your sensitive documents and we'll take care of the rest.

📍 Silverdale Office (parking lot)
🗓 Friday, June 5
⏰ 12–2 PM

Sandwiches, giveaways, and our team will all be there—hope to see you!