Meet Our Specialists

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 financial strategies. President and owner of Penny Lane Financial, Jeff takes a fiduciary interest in recommending what is best for each client while also utilizing our special mix of financial specialists. His area of specialty is retirement planning, annuity education and life insurance.

 

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.

Katie Parker / Personal Insurance Specialist/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. Her specialties are home/auto/umbrella insurance, long-term care alternatives, Medicare supplements and life insurance.

 

Her professional licenses include Life, Disability, Property and Casualty Insurance and past Real Estate and Lending Professional licenses.

 

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.

Brandon Green / Loan Advisor and Reverse Mortgage Specialist

Brandon has over 25 years of experience in business operations and mortgage lending. With a thorough knowledge in reverse mortgage lending, Brandon helps clients leverage their retirement assets to support their financial goals. His unwavering commitment to his clients helps them navigate the loan process with ease and assurance.

 

Brandon holds a Business Degree from the University of Washington and is a licensed Mortgage Loan Officer.

 

Outside of work, Brandon enjoys travel, outdoor sports, classic cars and is a raving Seahawks fan.

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1804 W Union Ave Suite 202,

Tacoma, WA 98405

All Rights Reserved © 2017 Penny Lane Financial LLC .

Penny Lane Financial NMLS #1905686

Licensed in Washington,

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Penny Lane Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Penny Lane Financial LLC.