Our Team

Neal A. Kloke 
​Owner

• Bachelors Degree from Western Washington University in Sociology, 2001​
  
• Member of the National Association of Insurance and Financial Advisors (NAIFA)

Andrew Paul 
CPA Assistant

• Bachelors Degree from University of St. Thomas (St. Paul, MN) in Accounting, 2015
  
• 2 years experience in Real Estate Accounting
  
• Experience in both Service and Accounting/Financial fields throughout college

Darrell Stewart 
​Senior Accountant

• Bachelors Degree from Western Washington University in Accounting, 1984
• Certified Public Accountant
• Enrolled Agent since 1996
• Over 20 years of professional service

Katie Hnatik 
Administrative Assistant

• Over 14 years of Administrative and Customer Service Experience

Jim Marshall 
Bookkeeper

• IRS Registered Tax Return Preparer (RTRP)
• 11 years with Darrell Stewart & Company
• Business background and experience from many years with local corporations

Kyle Strachan
Office Assistant

• Bachelors of Science in Finance from Central Washington University, 2017
• 2 years experience in Investment Management/Financial Planning administration, marketing, and website maintenance.