Anchor Financial

Rafe Johnson is a financial advisor at Anchor Financial with Series 63 and Series 66 licenses. He has been with Anchor Financial since 2026 and has prior experience at the Medicare Exchange and Bankers Life. He is also involved with the Medicare Exchange outside of his advisory role. Anchor Financial primarily serves individual retail clients, offering discretionary asset management and retirement-plan services, including ERISA 3(38) investment-manager arrangements. The firm constructs portfolios using mutual funds, ETFs, and third-party manager programs, managing accounts based on client goals and risk tolerance with regular reviews.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anchor Financial since 2020, with prior experience at Gradient Securities and Covenant Senior Life. Reed is also the owner of The Medicare Exchange, an insurance sales organization he has overseen since 2013. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing nearly $7 million across about 56 client relationships. The firm offers discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA plan services and third-party manager referrals.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.