Our Team

 

 

 "We're a family and we treat our clients like they're a part of our family. I really think what our clients like the most about us is the amount of attention they get. They know we're on the job because they hear from us frequently. It's important to me because I want them to feel informed and I want them to make smart decisions about their money. We feel a deep commitment to work together to help our clients accumulate, protect and transfer wealth." 

 

 

Shelley Fife, Office Manager- (left) Scott and Shelley met in college and have been married, as well as being business partners, for nearly 30 years. Shelley has a degree from BYU  in computer sience. As the office manager, Shelley will be there Mondays and Wednesdays to answer any complex questions you may have. Shelley is proud to be a mother of four and a grandmother of seven. Within her church she is an active member of the Releif Society and coordinates monthly member visits. Shelley likes to be outside in her garden any day it's not raining.

 

Bonnie Anderson, Office Assistant- (right) Bonnie has been a close family friend for over 25 years and a part of The Retirement Resource for four years. She has a degree from Central Washington State in accounting.  Bonnie is in the office Tuesdays and Thursdays and is in charge of marketing and scheduling Scott's appointments. Bonnie lives in Federal Way with her husband.  She is very active in her church and is President of the Young Women's Organization. When Bonnie is not spending time with her many grandchildren, she enjoys crafts and is a very talented seamstress.

 

Kristen Fluke, Office Assistant- (middle) Kristen is the newest member of the team and is Scott and Shelley's youngest daughter.  She has nearly 10 years of customer service experience and enjoys building client relationships. She is in the office Monday through Friday and is responsible for setting up all new investment accounts, and any account withdrawals or maintence. Kristen lives with her husband and their two dogs in Auburn. She enjoys the art of photography and has previously attended the Photography Center Northwest in Seattle. She currently volunteers at her church as a ballroom dance teacher to the youth.