Osprey Advisory Business Network
Osprey Advisory resources off of so many excellent businesses in the community. Here are some of our favorites. We are happy to refer you to them – we trust them and the quality of work they do!
If you do reach out to any of them, please tell them we sent you.
Tax and Accounting:
Jay Johnson, EA – Sound Advisors Tax & Accounting
www.sound.tax
Bookkeepers:
Lisa Garr – Freedom In Balance Bookkeeping
www.freedominbalance.com
Rachelle Brouhard – Complete Business Solutions
[email protected]
Carol Bruneau – Cache and Pearls LLC
www.cacheandpearls.com
Financial Advisors:
Chris Panagiotu, CAPitalize Your Finances
www.capitalizeyourfinances.com
Benjamin Smith – Briarwood Financial Planning
briarwoodfp.com
The Quantum Group – UBS
advisors.ubs.com/quantumgroup
Jeff Lang – Seneschal Advisors
[email protected]
Business Banking
Commencement Bank
Allisha McVay, Gig Harbor Relationship Banking Officer
James Miller, SVP, Commercial Banking Team Leader
David Evans, VP, Commercial Banking Officer
Greg Hansch, Washington Trust Bank
www.watrust.com
Ryan Orme – Rhyno Networks
rhynonetworks.com
Joe Raquiza – Nova Home Loans – Mortgage
joeraquiza.novahomeloans.com
Insurance
Mike Hufschmid – Leavitt Group NW – Business Insurance
www.leavitt.com/northwest/
Steven Diaz – American Family Insurance – Personal Insurance
www.amfam.com
Marketing
Jennifer Norene – Beyond Brand Collective
Website Design and Digital Marketing
beyondbrandcollective.com
Property Management
Mark Melsness – Spinnaker Property Management
www.spinnakerpmcom
Print Shops
Travis Howland – The TIPP Shop – Timely IT Photo & Print
www.thetippshop.com
Payroll
Michael Gerlitz, Paychex
[email protected]
Justin Long, Cascade Payroll
www.cascade-payroll.com
