ABOUT US

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

Jeff Pickering / President

Jeff envisioned a company where he could better serve his clients by offering more than one type of financial service; where people could openly discuss and learn about complex issues with regards to retirement, wealth preservation, insurance and lending. After working 20 years in sales, finance and management, he decided to go into business for himself and quickly moved up the ranks in the financial services industry. 

 

As President and owner of Penny Lane Financial, Jeff takes a fiduciary interest in recommending what is best for each client, including referrals to other professionals if needed. Jeff’s friendly demeanor, along with extensive knowledge, has allowed him to help people with their finances while creating lasting relationships.

 

His educational background includes a Washington State University Bachelor's degree, trained as a Wealthy and Wise© advisor and the attainment of multiple State licenses in life, disability, property and casualty, and lending. He is a current board member of Bates Technical College, a past participant on the Pierce County Goodwill Board of Directors and has active memberships at the City Club of Tacoma and The Fircrest Golf Club.

 

Jeff lives in Tacoma with his wife Christine, where they have raised two accomplished daughters. He enjoys fishing, barbequing, golf, wood-working and walking with his dog Chester.

Katie Parker / Operations Manager

Katie has over 35 years of knowledge and experience in the financial services industry. She has held numerous positions in banking, real estate and insurance with a focus on customer service and education.

 

Her guiding light has always been serving those she works with to help them to a better understanding of their goals and assets. Through years of learning, working and networking Katie has become an expert in how to make your experience with us a positive and valuable one.

 

Her education includes licenses in Life, Disability, Property and Casualty Insurance and past Real Estate and Lending Professional licenses.

 

Katie has grown up and raised a family in Pierce County. In her off-time you will find her working on a creative project, spending time with her family or enjoying our beautiful Pacific Northwest.

Terry Rutland / Senior Loan Officer

Terry has been in the mortgage business for over 17 years and is a Certified Mortgage Advisor. He enjoys helping clients and their families find the right mortgage through education, guidance and customer care.

His expertise lies in a thorough knowledge of current loan products and the extensive guidelines. With his intuitive understanding of the underwriting and processing ins and outs he helps his clients get the best loan possible in the most efficient way.

Terry is a long-time resident of Pierce County and lives with his wife Laurie. They raised 4 children in his hometown of Gig Harbor and he loves to golf, boat and spend time with his family.

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