Heather West takes immense pride in the positive impact she has on her clients' lives and goes beyond the numbers to understand the unique needs and aspirations they have. She specializes in providing personalized guidance to women, families, pre-retirees, retirees, and educators. With Equitable as her platform, she has been helping individuals and families achieve their financial goals since 2004.

As a Credentialed Holistic Financial Coach, she is dedicated in guiding her clients towards financial well-being and security. Her expertise is further enhanced by her RICP (Retirement Income Certified Planner) and CRES (Certified Retirement Education Specialist) designations. She is actively pursuing the CERTIFIED FINANCIAL PLANNER® professional certification and ChFC® (Chartered Financial Consultant) professional designation to deepen her expertise in complex planning scenarios.

Born and raised in the beautiful Seattle area, Heather holds a B.A. from Pacific Lutheran University. In addition to her professional endeavors, she leads a dynamic and active lifestyle alongside her husband and sons. They cherish their time together, engaging in outdoor pursuits such as hiking, camping, golfing, tennis, and biking. They also share a love for exploring new destinations, enriching their lives through travel.

Heather takes immense pride in the positive impact she has on her clients' lives. With her comprehensive experience, industry certifications, and genuine dedication, Heather West is the trusted partner you need to navigate the complexities of your financial future.

Tim is a dedicated financial advisor who helps individuals and families navigate life’s financial complexities with clarity and confidence. With over 25 years of experience in the financial services industry, Tim brings a deep well of knowledge and perspective to every client relationship—guiding them through changing life stages, economic shifts, and personal challenges with steady support and thoughtful planning.

He specializes in working with developing families, individuals and families with medical and physical special needs, and those in their post-retirement stage of life. His approach is rooted in education, empathy, and empowerment, ensuring each client feels supported and understood.

Tim partnered with Equitable Advisors in 2012 to deliver personalized planning solutions tailored to both immediate needs and long-term goals. In 2025, he joined River Run Wealth Advisors, aligning with a team of professionals who share his commitment to client-centered service and holistic financial guidance.

As a Credentialed Holistic Financial Coach, Tim is dedicated to helping clients make informed decisions that reflect their values and life goals. He is currently pursuing his ChSNC® (Chartered Special Needs Consultant) designation to deepen his expertise in supporting families with unique planning needs.

Born and raised in the Seattle area, Tim holds a Bachelor of Science degree from Western Washington University. Outside of work, he enjoys golfing, watching football, and staying active through a variety of sports. Most importantly, he cherishes time with his wife and their three children, creating lasting memories through travel, live events, and family adventures.

Jared Johnson approaches financial advising with a unique blend of analytical discipline and heartfelt purpose. His journey began not in a finance classroom but under the night sky, where he studied Astronomy and Physics and once dreamed of becoming an astronaut. The scientific mindset he developed—pattern recognition, data analysis, strategic navigation—deeply shapes the way he helps clients make sense of the financial universe.

A graduate of the University of Washington with a Bachelor’s in Physics and Astronomy, Jared discovered during his senior year that financial literacy was just as essential as scientific literacy. This realization sparked his transition into financial advising, and by January 2021, he earned his professional licenses and joined Equitable. Today, he works alongside 5‑Star Wealth Managers who serve individuals and families throughout the Pacific Northwest.

Growing up, Jared learned the value of financial discipline from his father, a lifelong saver who unintentionally instilled habits that would shape Jared’s future. Those lessons—combined with the analytical rigor of his scientific background—fuel Jared’s mission to bring organization, clarity, and confidence to every client’s financial plan.

Jared specializes in financial education and structured planning. His work focuses on helping clients define short‑ and long‑term goals, understand the strategies available to them, and build tailored plans to move from where they are today to where they want to go. He sees financial planning much like charting a course through the stars: identify patterns, anticipate risks, and move forward with purpose.

Whether someone is saving for a dream, preparing for retirement, or building generational security, Jared is dedicated to demystifying finance and guiding clients with strategy, vision, and a touch of star‑inspired curiosity.