Community Relations

2013

A Vintage Evening – Edmonds Community College Foundation

Comprehensive Wealth Management was proud to be the Presenting Sponsor for A Vintage Evening dinner and auction, the proceeds of which benefit the students of Edmonds Community College through scholarship programs, faculty support, and legislative advocacy. (Since 2006)

Board Member / Paul Harris Fellow – Lynnwood Rotary

COO Shilo Lockett puts her passion for community service to work for the local community as a member of the Lynnwood Rotary, where she has received special recognition for her service as a Paul Harris Fellow. She is also the head of New Generations, helping to develop and oversee youth involvement with the Club. (Member since 2011)

Board Member – Volunteers of America: Western Washington

COO Shilo Lockett serves on the Board of Volunteers of America: Western Washington, a national, faith-based human services organization that helps some of the most vulnerable families, children and seniors in our communities lead safe, healthy, independent and productive lives. (Since 2011)

Edmonds Center for the Arts 2012-2013 – ECA

The Edmonds Center for the Arts (ECA) is a cultural resource for the entire region, ECA is sure to inspire creativity, learning and growth through performing arts presentations, community partnerships and education outreach programs.

Comprehensive Wealth Management sponsored several ECA performances for the 2012-2013 season and we encourage you to check out some of their great events coming up.  Download the schedule. (Supporters since 2011-2012)

2012

Village Sponsor – Drinks 4 Drinks

CWM sponsored "Drinks 4 Drinks", a fundraiser to benefit Charity Water, a non-profit organization dedicated to providing to clean drinking water for people in Cambodia. 

This video demonstrates the vital importance of the efforts this charity supports:

Community Service Project – Backpacks for Kids

CWM's Market Outlook 2012 at the Seattle Aquarium included a special community service project in which we invited clients to join us in assembling 100 backpacks and four early learning pre-school kits for children in need. 

PAWSwalk Team – Progressive Animal Welfare Society (PAWS)

In addition to the two legged members of our community, every CWM team member shares a devotion for the furry four-legged members of our families. Each year we eagerly anticipate the (usually sunny) PAWSwalk where thousands of avid animal lovers and their dogs walk to raise funds in support of PAWS, a nationally recognized leader in rehabilitating injured and orphaned wildlife, sheltering and adopting homeless pets, and educating people on how to make the world a better place for both humans and animals. (Since 2011, Sponsor from 2009-2010)

Financial Makeover: A Couple with Four Kids Gets a Road Map for Retirement – The Seattle Times

Gary Arford and the CWM team volunteered to complete a financial makeover for Tom and Carol Snider, a couple approaching retirement age without a plan in place for acheiving their goals. Read Article.

Radio Interview – Brashenomics

Gary Arford was interviewed as a featured guest professional on the subject of financial planning for the Brashenomics radio show on 1150 AM KKNW.

Watch a video clip of the interview:

IslandWood – Lynnwood Elementary School

IslandWood is a unique 255-acre outdoor learning center designed to provide exceptional learning experiences and to inspire lifelong environmental and community stewardship. CWM has supported Lynnwood Intermediate over the past several years by subsidizing camp costs to make the enrollment fees more manageable for students and their families. Students participate in experiential and project-based fieldwork that appeals to many different learning styles and interests. Using the cultural and natural environment as a context, Islandwood's programs integrate scientific inquiry, technology, and the arts. (Since 2006)

2011

Premier Sponsor – Edmonds Community College Golf Tournament

Each year, the Edmonds Community College Foundation hosts a golf tournament to raise money for the Foundation and support the mission of the Foundation. The proceeds go directly to support college programs and student scholarships. (Since 2009)

Member – Alderwood-Terrace Rotary

As an active member of the Rotary Club of Alderwood-Terrace, Kris Muhlestein regularly participates in a variety of service projects that directly benefit the local community.

Board Member – Sno-King Youth Club

COO Shilo Lockett inherited her father (Gary Arford's) enthusiasm for service and is currently a board member for the Sno-King Youth Club. Prior to her official position on the board she worked with the organization to setup and sponsor the annual Running of the Balls fundraising event. (Since 2008)

Member and Corporate Sponsor – South Snohomish County Chamber of Commerce

Our passion for pursuing and supporting education and entrepreneurship has come together in one great community program. The Northwest Business Institute (NWBI) is the educational arm of the South Snohomish County Chamber of Commerce. Their mission is to provide management training workshops and coaching programs for local small businesses in order to help owners and employees improve their companies from within. (Since 2004)

2010

Member – BYU Management Society

Kris’s interest in business development and previous experience with BYU led him to join the Seattle Chapter of the BYUMS, which is affiliated with BYU Marriot School of Management and brings together people who desire to broaden interpersonal relationships, advance their careers, and establish a deeper connection to the business community through rendering meaningful service to individuals and organizations.

Member and Corporate Sponsor – Bellevue Arts Museum (BAM)

CWM is proud to be a member and corporate sponsor of the Bellevue Arts Museum. We believe that supporting the art community is vital in sustaining cultural integrity, visual language, and legacies of Northwest artists. Through this commitment we help to ensure that these artists have a place to explore and share their art, craft, and passion.

2009

Soccer Team Sponsor – Sno-King Youth Club

Sports can create an environment that promotes teamwork and responsibility while having fun! Comprehensive Wealth Management supports this type of activity by sponsoring a youth soccer team and our very own Brian Lockett and Morgan Arford coach the team.

Financial Makeover: Starting Over, With Hope and a Plan – Seattle Times

Gary Arford and the CWM team volunteered to complete a financial makeover for Alisa Cox, a local woman struggling with serious financial challenges, divorce, and disability. Read Article.