The Best Dreams Turn Into Great Plans.
We work with you side-by-side to help you build for your future, no matter where life takes you.
You deserve the benefit of a caring team of professionals focused on helping you pursue your vision for the future. We believe values matter, and we live by ours every day. At Shelgren Financial, we proudly serve individuals and families throughout the Pacific Northwest, including Tacoma, Lakewood, Gig Harbor, University Place, and the surrounding areas.
Our firm recognizes the unique needs of those seeking investment income, growth as well as wealth preservation strategies to sustain their lifestyle objectives. Through a guided financial pathway, and collaborative team approach, we can customize to your investment needs in a way that helps you get in control of your money and achieve your goals faster.
Learn more about our approach, services, and team below!
Meet the Team
For What it's Worth
Greg and Kendra's latest musings on all things financial: For What it's Worth. Read our most recent blog posts to hear what's on our minds and how it relates to you and your financial goals. From market updates and investor education to kids financial literacy ideas - we have you covered.