Penny Lane Financial is a retirement-focused financial center based in Tacoma, Washington, serving clients throughout Pierce County and across Washington State. We believe different areas of your financial life should work together rather than be looked at separately.
Our experienced team helps retirees and those approaching retirement explore their options across Reverse Mortgages, Conventional and non-conventional Lending, Life Insurance, Home/Auto Insurance, Annuities, and other retirement-focused financial strategies.
We provide clear, personalized guidance based on your needs, helping you make informed decisions and feel more confident about the years ahead. Penny Lane Financial is also licensed to serve clients in select states beyond Washington.

Meet Our Team
Get to know our exceptional team of experienced, educated specialists who will provide you with the best possible advice and service.

Jeff Pickering
President and Founder
Developer
Insurance Licensed Life, Property, Casualty, Designated Mortgage Broker/Owner NMLS #294795 for WA, OR, ID, CA, AZ, TX, FL

Katie Parker
Director of Operations
Developer
WA Insurance Licensed Life,Disability, Property, Casualty

Jeff Cathersal
Financial Advisor
Developer
Securities and Insurance Licensed

John Williamson
Financial Advisor
Developer
Securities and Insurance Licensed
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Xenia Tiginyanu
Insurance Specialist for Home/Auto/Umbrella
Developer
WA Insurance Licensed Life, Property Casualty #1093083

Rosemary Godwin
Senior Loan Officer
Developer
Mortgage licensed
NMLS #272677

Terry Rutland
Senior Loan Officer
Developer
Mortgage Licensed
NMLS #406290 for WA, AZ

Tina Steele
Certified Reverse Mortgage Specialist
Developer
Mortgage licensed
NMLS #250989

Matt Allen
Senior Loan Officer
Developer
Mortgage licensed
NMLS #121232 for WA, OR, ID, CA, AZ, TX, FL

Michael Rybak
Mortgage Loan Officer
Mortgage Licensed
NMLS #2101639

Ella Owens
Senior Loan Officer
Developer
Mortgage Licensed
NMLS #89597
See What Our Clients Have To Say
We're on a mission to transform your financial experience.
We offer essential financial services, and our goal is to make your life easier by bringing all your financial needs under one roof, we simplify the way you manage your finances.
CONTACT US
Get expert advice from a local and friendly company.
ADDRESS
1804 W Union Ave, Suite 202, Tacoma, WA 98405
OFFICE HOURS
Monday to Friday
9:00 am - 5:00 pm
PHONE
253-327-1177
