Experienced guidance – more confident investing

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier. I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

Experienced guidance – more confident investing

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make sense for you and your family. We’ll also be there to help you as you pursue your personal financial goals.

Watch our video about our transition to Raymond James

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

Helping you and your family prepare for the coming years in retirement.
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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A pragmatic approach to wealth management
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Confidently manage your new assets with the guidance of our experienced team
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Greg Herrling

Gregory Herrling,

CERTIFIED FINANCIAL PLANNERTM Owner, Chuckanut Financial Services Financial Advisor, RJFS
Toni Swanson

Toni

Swanson Registered Client Associate
The stock market is a tool for transferring money from the impatient to the patient
Warren Buffett
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Chuckanut Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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