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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.

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ABOUT US

We Help You Plan For The Road Ahead

Meet Our Team

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

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Jeff Pickering

President and Founder

Developer

WA and AZ Insurance Licensed Life, Property, CasualtyWA Designated Broker/Owner NMLS #294795

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Katie Parker

Operations Manager

Developer

WA Insurance Licensed Life,Disability, Property, Casualty

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Jeff Cathersal

Financial Advisor

Developer

Securities and Insurance Licensed

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John Williamson

Financial Advisor

Developer

Securities and Insurance Licensed

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Xenia Toderenciuc

Insurance Specialist for Home/Auto/Umbrella

Developer

WA Insurance Licensed Life, Property Casualty #1093083

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Rosemary Godwin

Senior Loan Officer

Developer

Eastern WA Branch Manager

NMLS #272677

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Terry Rutland

Senior Loan Officer

Developer

NMLS #406290

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Becky Conner

Senior Loan Officer

Developer

NMLS #121184

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Tina Steele

Certified Reverse Mortgage Specialist

Developer

NMLS #250989

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Matt Allen

Senior Loan Officer

Developer

NMLS #121232

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

EMAIL
You can also visit us; we'd love to meet you.
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