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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through BTL Tax and Financial Services.BTL Tax and Financial Services is a separate and unaffiliated entity from Simplicity Wealth.Type your paragraph here. Disclosures
Steve was raised in Moses Lake Washington where he learned the value of hard work. He graduated with a Business Degree from Eastern Washington University in 2003 and is designated as a Financial Service Specialist (FSS). He began his financial career with Beneficial Financial Group and Priority Financial Group before creating BTL Tax and Financial Services. Steve works diligently to provide the best service and best value for his clients. He takes a deep personal approach to each clients financial well being Steve believes that knowledge is power and takes extra time to educate his clients so that they can make informed decisions.
Steve is very active in the community and loves to serve others. His favorite thing to do is spend time with his wife Margo and his three sons.
Bryce is a lifelong resident of Spokane and is very active in serving in the community. He is married to his sweetheart, Amanda, and they have five wonderful children.
Bryce P. Lee - IAR
Robert B. Thompson - LUTCF, FSS
The Firm of Butler Thompson Lee has the best professionals in the business, hands down. We pride ourselves in maintaining a small-firm feel by treating each client with care and consideration. No issue is too big or too small. If you need tax and/or financial guidance, our experts can help you.
Contact us today for a free phone consultation!