Established in 2014 by Jeff Pickering, Penny Lane Financial has quickly become a trusted destination for comprehensive financial solutions. Our primary objective is to simplify our clients' lives by offering a convenient one-stop-shop for all their financial needs. Headquartered in Tacoma, Washington, we specialize in providing expert guidance and innovative strategies for successful outcomes and peace of mind.
Jeff recognized the hassle of having to consult multiple professionals for financial services, mortgage lending, and insurance. With that in mind, he built a team at Penny Lane Financial that possesses the knowledge, licenses, and experience necessary to develop comprehensive financial options that cover all aspects of our clients' lives. While many financial service providers claim to consider the big picture, our team sets itself apart by truly supporting that vision with our professional expertise.
At Penny Lane Financial, we foster a culture of engagement where our team members are deeply committed to their work. We prioritize building meaningful relationships with our customers and partners, ensuring that we bring value and a sense of camaraderie to our work environment. Our goal is to create an atmosphere where everyone feels captivated by their contributions and inspired to make a positive impact.
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
WA and AZ Insurance Licensed Life, Property, CasualtyWA Designated Broker/Owner NMLS #294795
Katie Parker
Operations Manager
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
Xenia Toderenciuc
Insurance Specialist for Home/Auto/Umbrella
Developer
WA Insurance Licensed Life, Property Casualty #1093083
Rosemary Godwin
Senior Loan Officer
Developer
Eastern WA Branch Manager
NMLS #272677
Tina Steele
Certified Reverse Mortgage Specialist
Developer
NMLS #250989
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