Benjamin J Bunfill, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


Bunfill Wealth Management

Our Team

Our team is committed to helping our clients. Whether its your personal financial needs or the needs of your family or business, you have placed your trust in us to help make your vision a reality. Our team honors that trust.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.


 
Steven Coggin

Steven Coggin

Advisor
Mobile 253-545-9423

Steven is a graduate of Eastern Washington University with his B.A. in Business Administration with a major in Finance. He holds his Series 7, 6/63 investment registrations and his WA State Life and Health licenses. Steven's primary focus is advising clients on insurance and investment strategies, and managing investment operations.

Steven is actively engaged in his church, enjoys playing guitar, reading, and exploring the Pacific Northwest. He is always in search of new hiking and mountain biking trails.

 
LaRetta Endress

LaRetta Endress, AIRC

Director of Insurance Operations
Office 509-838-5246

LaRetta joined us in 2018 after 4 years at the home office of a regional insurance company. LaRetta holds her WA State Life and Health insurance license, her Series 6 & 63 and her Associate in Insurance Regulatory Compliance designation. Her primary focus is managing our clients' insurance service and communication needs.

LaRetta and her husband, Joel, married in September of 2015 and they just celebrated their son William's first birthday! They are both very involved in their church and serve together in numerous ways. They spend as much of their free time as they can in the great outdoors; whether it is hiking, trail running or rock climbing. Staying healthy and active is very important to them. LaRetta grew up in the small town of Rainier, OR and received her Bachelor of Arts Degree in Social Work from Eastern Washington University in 2013.

 
Naomi Lathrum

Naomi Lathrum

Practice Manager
Office 509-459-9150

Naomi has been with our team since 2010 and holds her Series 6/63 investment registrations and WA State Life and Health insurance licenses. Her primary focus is managing the day to day operations and ongoing planning for practice growth.

Naomi married her high school sweetheart, Charlie in July of 2009, and together they have two beautiful children; Johannin (6 yrs.) and Violet (2 yrs.). They are lucky enough to live on the family farm and are steadily making improvements to the almost 75 year old farmhouse. Naomi is originally from the Spokane area and attended Eastern Washington University where she obtained her B.S. in Health Services Administration in 2009.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck