Michelle Beckman | Real Estate Agent

Beckman Real Estate, powered by Keller Williams www.mbeckmanrealestate.com | michelle@beckmanre.com | (206) 353-3383

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About: Born in Seattle, Michelle is a longtime resident of the region with two decades of experience in sales and negotiations. Her ethos in real estate is that the client is the driver and she’s the GPS navigator. “It's all about my clients finding the perfect place, and no one can do that better than their most well-informed self.” As a Realtor, it’s Michelle’s mission to empower her clients to make the best decision for their specific needs. She does this by ensuring they are heard and supported with market data and abundant resources. This, alongside her friendly and practical communication style, allows Michelle to translate the complicated process of real estate into easily digestible steps for her clients to follow.

It was this approach that helped her reach the top 10% of all U.S. Keller Williams agents in under three years and earned her multiple Achievement Awards for her work.
Michelle graduated from the University of Washington, Foster School of Business, with a focus in Marketing. Her education and life before real estate provided her with valuable skills that she uses daily in real estate negotiations, client education, and effective marketing.

At the end of the day, Michelle simply wants her clients to enjoy the real estate process and come out the other side with the knowledge and confidence to not only be a successful homeowner but also have security in the investment they make.

Specialties: As a full-time agent, Michelle specializes in residential transactions. By working with both buyers and sellers, she has real-time knowledge of current market trends before they become public. Michelle utilizes this knowledge to educate clients on trends such as offer terms, inspections, and unpublished prices of homes under contract.

Michelle frequently works with urban, suburban, and rural properties and has experience with clients in remote locations. Whether you're looking for your first home, trying to find the ideal fixer-upper, or on the hunt to upgrade to your next family home, Michelle is here to help.

Quote: “In the fast-paced PNW Real Estate Market, you'll need a negotiations expert who's able to respond promptly to the right opportunity. But it’s more than that. For me, it's all about my clients feeling like they have been educated, empowered, and well cared for during their purchase or sale.”

Connect: Contact Michelle at michelle@beckmanre.com or at (206) 353-3383 or visit her website below!

MEMBER SINCE DECEMBER 2020

Tierra Bonds | CEO

About: Tierra Bonds graduated from Keiser University with a bachelors in Business Management. She launched Take Charge Consulting in 2017 which is a consulting company that provides credit repair, consulting and education to individuals who are experiencing challenged credit that prevents them from leveraging credit, for example buying a home so that they can start building wealth. Our ideal clients are middle aged, minority entrepreneurs. And we also work with organizations who have a focus on financial literacy and serve underserved communities like Habitat for Humanity. Tierra is very passionate in reducing the racial wealth gap. At Take Charge they believe that credit is a tool we can use to reduce the racial wealth gap.

Specialties: Our specialty when it comes to credit repair is the attention to detail, the focus on our client's goals and producing the fastest solution. We also specialize in collaborating with nonprofits and other organizations so that we can provide credit services to underserved communities while eliminating the money barrier for them.

Quote: "We can not fix the racial wealth gap without addressing the racial credit gap" - Tierra Bonds

Connect: Contact Tierra at tierrabonds@takechargecc.com or at (360) 402-2232 or visit her website below!

MEMBER SINCE FEBRUARY 2023

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Eleanor Doermann, JD, PT | Attorney

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About: Eleanor graduated from Seattle University School of Law following a 25-year career as a healthcare professional. She is the founder and owner of Pathway Law, PC in Tukwila, WA. She is committed to empowering her clients by educating them about their issues and options in terms they can understand.

Specialties: Eleanor practices in the areas of elder law, estate planning, probate, and disability benefits. She has a particular interest in advocating for the legal needs of LGBTQ seniors.

Quote: “Sometimes you just have to take the leap and grow your wings on the way down.” - Kobi Yamada

Connect: Contact Eleanor at eleanor@pathwaylaw.net or at (206) 499-3289 or visit her website below!

MEMBER SINCE JANUARY 2020

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Peggy Haslach CFP®, CLU® | Financial Advisor

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About: Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds her FINRA Series 7, Series 66, Insurance producer certifications and Chartered Life Underwriter Designation ® (CLU®). Peggy is an active member in the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy is a lifelong athlete. She was a Highschool All-American Swimmer and a member of the Women’s National Water Polo Team. She has also competed in Outrigger Canoe, Team Handball, and Dog Agility. As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plans. She works collaboratively with her client’s other advisors (CPAs, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today, and feel confident about their tomorrow. In fact, Peggy joined The W Source Member Lily Tran and contributed a chapter on small business retirement plans for the book, “The Most Common Tax Mistakes Made by Small Businesses.” She also joined another member, Eleanor Doermann, and was appointed to the board of GenPride, a non-profit that provides resources for aging LGBTQIA+.

Specialties: Peggy typically works with female practices (veterinarians, doctors, and attorneys) and small business owners.

Quote: “You have been assigned this mountain so you can show others it can be moved.” — Unknown

Connect: Contact Peggy at peggy@planningforgood.co or at (503) 380-0041 or visit her website below!

MEMBER SINCE JUNE 2019

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Planning For Good and Cambridge are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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Jennie James | Debt Elimination Coach

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About: Jennie has an undergraduate liberal arts degree, education in nursing, and in Data Resource Management and data modeling. Prior to embarking on a 25+ year journey in healthcare and healthcare IT, she spent several years working in the trades, and a decade in higher education institutions. She started a non-profit business in the 1990’s and is currently running an LLC. Jennie became intrigued by the introduction of the servant leadership concept and strives to incorporate its principles into her own business. My deepest and most profound joy is in knowing that the tools I offer have truly made a difference in peoples’ lives. The greatest moment is seeing that light in someone’s eyes when they suddenly realize there is real hope.

Specialties: Jennie is a debt elimination coach who offers a powerful lifetime complete money management system that harnesses the best principles and capabilities of the financial industry to give the average person a real chance to win in the financial game of life and eliminate the debt that holds them back.

Quote: "People are like stained-glass windows. They sparkle and shine when the sun is out, but when the darkness sets in their true beauty is revealed only if there is light from within." ~Elisabeth Kubler-Ross

Connect: Contact Jennie at jennie@differentanswer.com or at (206) 306-3274 or visit her website below!

MEMBER SINCE MARCH 2020

Jeanne Sickel | Branch Manager / Loan Officer

About: I have been in residential mortgage banking since 2006 and come from a long family line of real estate and financial professionals. I take great pride in my reputation as an honest Loan Officer and in making the process of obtaining a mortgage as simple as possible for consumers. My strong commitment to customer service, along with my thorough product knowledge, will make your loan process a very pleasant experience

Specialties: My specialty is working with first-time homebuyers, condo sales, investment buyers, short sales, and originating construction loans. I love the puzzle of mortgages and finding the best path forward for people to get into the housing market, or to grow their investments.

Quote: Homeownership is the key to financial well being

Connect: Contact Jeanne at jsickel@cmghomeloans.com or at (206) 920-1965 or visit her website below!

MEMBER SINCE APRIL 2023

Stephanie Snyder | Executive Insurance Agent

About: As an insurance agent for over the last 16 years my primary goal is to provide clients with accessible expertise and an honest, thoughtful, problem-solving approach to the complex and potentially frustrating world of insurance. Having majored and studied sociology and social work, I have taken my education and passion and applied it to helping my community understand insurance. In 2022 I was awarded the Elite Agent title that recognizes and honors the top 1% of outstanding performance in the sale of Personal Lines policies countrywide and the presidents club for the last eight consecutive years honors the top 12% of outstanding performance in the sale of Personal Lines policies countrywide.

Specialties: I specialize in all personal lines insurance auto, home, personal liability umbrella insurance, and rental properties. Through our broker platform I am able to write insurance for 15 different insurance carriers.

Quote: “Be helpful. When you see a person without a smile, give him one of yours.” ― Zig Ziglar

Connect: Contact Stephanie at stephanie.snyder@comparioninsurance.com or at (253) 886-0637 or visit her website below!

MEMBER SINCE FEBRUARY 2023