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Please join our expert panel as we gather to learn, ask questions, and build community in our professional network.



Integrity Financial

2821 Northup Way, Suite 120, Bellevue, WA 98004


4:30 PM

Wednesday, September 13th, 2023


4:30 – 5:00 PM | Wine & Hors D’oeuvres

5:00 – 6:00 PM | Live Panel Discussion: Finances, Taxes, Medicare, & Legacy Planning

6:00 – 6:30 PM | Q & A

Please reserve your seat below.

Meet our panel:

Loretta Story

Loretta Story

Family Law Attorney

“A successful outcome achieves that which is most important to my clients while honoring them with respect and dignity.” -Loretta Story
Main practice areas: Family Law with an emphasis on Collaborative Law and Dispute Resolution. Experienced Mediator and Arbitrator. Loretta’s face lights up at the mention of what it means for her to accomplish a successful outcome for her clients and their families. “Successful” for Loretta means honoring each client with respect and dignity and achieving the results that are most important to them.
Wendy Allard

Wendy Allard

Estate Planning Attorney

Wendy Allard’s practice focuses on estate planning, probate, and business transactions. Her accessible and warm-hearted approach puts clients at ease making the legal process less daunting and intimidating.  Wendy has extensive experience managing a wide variety of estates from the less complicated to the highly sophisticated.  She remains focused on developing strategies that meet her clients’ desires and serve their best interests to protect assets, minimize taxes, make transfers, and minimize disputes.
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Abby Durr

Owner & Founder of Silver Age

Silver Age is a boutique-style service helping seniors find the best retirement, assisted living, and adult family home options in the Seattle area. After owner Abby Durr cared for her grandparents through the end of their lives, her life changed forever. She watched as her family struggled to find care and support for them. For the past 15 years, Abby and her team have helped hundreds of aging adults thrive in their silver and golden years by making well-informed, long-lasting decisions about housing and care.

Stacey Mckenzie

Stacey McKenzie

Partner at Cornerstone Insurance Group

Stacey is very passionate about helping people sort through all the confusion when it comes to insurance information and helping determine what options are right for them. She is dedicated to continuing her education and knowledge, which allows her to best serve her clients and their life long needs. She has found her work in insurance incredibly rewarding and cherishes the peace of mind she is able to give others.
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Tiffanie Ranta, CPA

Sr Partner, Founder

Tiffanie began working as an accountant in 1994 and has been growing a loyal client base ever since.  She specializes in real estate transactions and property management, equity compensation and tax planning, succession and estate planning.  As the senior partner in the firm, she is the loudest “voice of reason” in the office, while also overseeing our tax department. Tiffanie enjoys working with a wide variety of clients and making a difference in their lives.
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Sarah Archer

Chief Investment Officer

Making the move from a large financial institution to a boutique advisory firm was a choice Sarah made easily after seeing the value Integrity provides to each client’s individual financial situation. Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, capital market model development, asset allocation implementation, and risk management. She also meets with clients to review investment portfolios and implement a holistic financial plan. With a strong background in business finance and commercial banking, Sarah previously provided financial products and services to companies with annual revenues between $20 and $500 million. As a pillar of the Integrity team, Sarah enjoys meeting the unique needs of clients and business owners alike, helping to put their financial needs in order so they can focus on things that matter most. In 2016, Sarah and her husband opened their own small business providing Sarah with the unique perspective of each business owner Integrity serves. Sarah is an avid snowboarder and enjoys traveling all over the world, having lived abroad in Italy for a time. In addition to visiting new countries, Sarah is actively engaged in non-profits aimed at supporting children and victims of injustice.
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Deann Cross

Chief Operations Officer

With over 18 years in the financial services industry, Deann  joined Integrity after seeing the unique approach to wealth management and customer service offered by the firm.  Prior to joining the team in 2007, Deann worked at a boutique advisory firm in downtown Seattle helping to serve large pension and endowment fund clients.  Seeing that level of professional management brought to individual and small-business clients through a holistic approach to wealth management has been a rewarding and fulfilling journey. Previously serving as the firm’s Director of Investments, Deann currently oversees the operations of the firm, working closely with the executive leadership team and continuing to provide service to long-standing clients of the firm. Outside of the office, Deann enjoys spending time outdoors with her husband and three sons.  She is actively involved in volunteer service with Hopelink, an organization focused on assisting families in crisis through food assistance, temporary housing and education.