Meet Your Guide
Meet the professionals who can help you organize and integrate the different pieces of your financial life. The team at Puget Sound Financial Strategies is ready to help you pursue your long-term income goals.
Eric Lansford
President
Raised by a single parent, Eric learned how to make what he believed were wise financial decisions with finite resources. As a young boy, he held many part-time jobs and learned how to budget for the things he wanted in life.
Both of Eric’s parents were teachers. In college, Eric discovered his own desire to teach and thought about teaching at a university.
Although he did not become a professor, Eric’s deep-seated desire to teach never left him. When he opened Puget Sound Financial Strategies, he decided to run the business as an avid teacher would, guiding people to make appropriate financial decisions.
“The wealth-building ideas and strategies I teach my clients are the same principles I practice in my own life,” Eric said. “I started out from scratch, financially, and have been able to build what I believe is a successful life for my family through patience, discipline, common-sense investing and financial management.”
Eric and his wife, Amy, got married in 1994 and have three grown daughters, a pup and two cats. When he’s not enjoying the outdoors, camping, hiking or fishing, Eric loves to teach pre-retirement courses at local community colleges. He’s especially passionate about learning what would make you feel happy, confident and fulfilled in retirement.
“At Puget Sound Financial Strategies, we want to be your financial partner," Eric says. “We have helped many people navigate around the potential obstacles in retirement — and we can help you too.”
Ian Southall
Senior Advisor
From an early age Ian always had a curiosity about how financial systems work, along with a desire to help other people. His lifelong service to others began through scouting as a young person and volunteering in multiple church groups.
Going into adulthood Ian worked in several service industries which eventually led him to the financial services industry in 2013. That is when Ian was able to merge his enjoyment of numbers, finances, and helping people into one career.
Ian enjoys helping his clients learn how to achieve their financial goals while minimizing risk and the impact of taxation on their nest eggs. Making sure that clients can generate lifetime income and protecting their families is a key component to what drives everyday conversations. Teaching people to make strategic decisions about what is best for them to achieve their goals is something that Ian enjoys.
Outside of empowering clients, Ian enjoys many outdoor activities. Snowboarding is his favorite wintertime activity, and he will spend as much time as his schedule allows at Crystal Mountain, with his stepson Cayden who is an avid skier. Alisha, his fiancé, is a stalwart lodge mom. They are also a football family, and Ian is an assistant coach on Cayden’s youth football team. When time allows, they take several hikes and camping weekends in the summer. Generally, they like to make the most of the great state of Washington as a family.
Ready to take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.