About Us

Daniel C. Giddens, MBA, CIMA®

I earned my MBA in 1983 from Southern Illinois University and shortly after, I began my career working as a financial advisor in Missouri.  Over the past 38 years in this industry I have served clients in many capacities.  I have worked as an advisor for 12 years and have spent 26 years helping mutual fund companies, insurance companies, and money managers build and market world class investment solutions for individual and institutional investors.  I know our business from an advisor's perspective and from an institutional perspective.  I believe that gives me a unique viewpoint from which to provide planning and financial advice, one that is not influenced by the marketing hype that can be prevalent in our industry. In September of 2013 I received the designation of Certified Investment Management Analyst. (CIMA®). I am bound by both my certification and my role as an Investment Advisor Representative through Securities America to act as a fiduciary, always putting your interests first and foremost.

I spent most of my life in the Midwest primarily in Illinois.  I am a lover of all things outdoors so when I met Amy and she knew she wanted to return to the Pacific Northwest, the place she calls home, I jumped at the opportunity to leave the extreme cold and oppressive humidity behind.  So far I have sailed around the San Juan Islands and hiked part of the Olympic national forest, not to mention skied some of our spectacular mountains.  I look forward to expanding the list as my young boys grow old enough to accompany me on more adventures. 

Amy L. Giddens

After earning a degree in Economics from the University Of Washington in 2000, I began my career working in the Financial Services industry. Since the beginning, I have been motivated by the work that we do for our clients and the privilege and responsibility of maintaining trust and integrity in all our interactions. I believe that the insights and knowledge our clients gain by working with us are the keys to beginning an empowered financial future. Since 2013 I have been working toward obtaining my CFP® (Certified Financial Planner™).  I have now successfully completed the CFP® Certification Curriculum and hope to sit for the examination next year, in late 2021.

I enjoy spending my free time with my family and extended family in the area.  I always enjoy a good book, a new idea, and plenty of quiet time to myself in the garden.