Our Firm
Mountain-Bishop Private Wealth Management is a full-service independent financial planning and investment management firm that has been providing retirement and investment guidance to high-net-worth individuals, business owners, and Boeing employees for more than 24 years. Through our long-term guidance, we help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to meet each client’s unique needs so they can bridge the gap between their current financial situation and their long-term goals.
Scott and Tom built their practice on trust and excellence. They focus individually on each client, delivering the personalized touch that is missing with many other firms. They accomplish this with the help of their assistant Daneen who has helped grow Mountain-Bishop since day 1.
Our Team
Additional Team Members
- Allison Trcka, Administrative Assistant
- Craig Horner, CFP
- Kelli Stiles, JD, CPA
- Sonya Nolan, CFP