Mariette Denise Luchini - Jacobson

Current Employers

Employment History

• 09/2011 → 11/2018
  Cordell, Neher & Co., Pllc
  Wenatchee, WA
• 08/2016 → 12/2018
  1St Global Capital Corp.
  Wenatchee, WA
• 08/2016 → 12/2018
  1St Global Advisors, Inc.
  Wenatchee, WA
• 12/2018 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 12/2018 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 12/2018 → 09/2025
  Avantax Insurance Agency, Llc.
  Wenatchee, WA
• 05/2016 → 01/2023
  Courtney, Inc.
  Manson, WA
• 09/2019 → Present
  Manson Bay Market, Llc
  Cashmere, WA
• 12/2018 → Present
  Tamarack Tax & Consulting, Llc
  Wenatchee, WA
• 01/2020 → Present
  Woodring Llc
  Cashmere, WA
• 05/2016 → Present
  Courtney, Inc. Dba Manson Bay Market
  Manson, WA
• 02/2023 → Present
  Tamarack Tax & Consulting
  Cashmere, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cashmere, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Colorado Park, Llc
  Cashmere, WA
• 09/2025 → Present
  Kandy, Inc.
  Wenatchee, WA

Previous Registrations

• 2018-12-12 → 2025-09-05
  Avantax Advisory Services
  Chelan, WA
  Dallas, TX
  Wenatchee, WA
  Cashmere, WA
  Cashmere, WA
• 2016-10-06 → 2018-12-04
  1St Global Advisors Inc
  Wenatchee, WA

Other Businesses

1) Eric and Mariette Jacobson - vacation rental~23 Mela Lane~Manson~WA~98831~Rental Property~Owner~12/1/2017~3hrs~3hrs~Rental property 2) Manson Bay Market, LLC~108 Mission View Place~Cashmere~WA~98815~Rental Property~Owner~9/1/2019~1hrs~0hrs~Signing the lease agreement and collecting rent. 3) Tamarack Tax & Consulting, LLC~123 Ohme Garden Road Suite 7~Wenatchee~WA~98801~Accounting Services/Tax Preparation~Owner~12/11/2018~120hrs~100hrs~Owner and CPA. Principal firm. 4) Woodring LLC~209 Woodring Street~Cashmere~WA~98815~Rental Property~Owner~1/1/2020~1hrs~1hrs~I will be the landlord. 5) DBA; DBA; NIR; HRS: 0 SEC TRDNG HRS 0; 12/10/2018; Tamarack Wealth Management 6) OLDS STATION BRIDGE, LLC; Managing Member; Real estate holding company; invests in rental real estate and tree fruit farming acreage for the purpose of investment. NIR; HRS: 0; HRS: 1; 11/24/2020; 108 Mission View Place, Cashmere WA 98815; Annual LLC filings, negotiation of residential rental agreements, farming contract, deposit checks and pay property taxes, insurance, and irrigation expenses. 7) LAKE CHELAN CHAMBER OF COMMERCE; Board Member The Lake Chelan Chamber of Commerce exists to drive economic growth through leadership, advocacy, and promotion that enhances the quality of life in the Lake Chelan Valley.; NIR HRS: 1; HRS: 0; 07/01/2018 ; Lake Chelan Chamber of Commerce, 216 East Woodin Ave, Chelan WA 98816; Board members meet monthly or less frequently to discuss ongoing endeavors to further the Chamber's purpose and to provide financial oversight. 8) COURTNEY, INC. DBA MANSON BAY MARKET; accounting; Store with cafe, deli, and gas station; NIR; HRS: 20; HRS: 1; 05/01/2016; 610 E Wapato Way, Manson WA 98831, provide accounting support to bookkeeper; tax preparation/planning; other duties as necessary 9) TAMARACK TAX & CONSULTING; Owner; I am an ABV and work in the capacity as an appraiser for clients. NIR, HRS: 2; HRS: 1; 02/01/2023 ADDR: 209 Woodring Street, Cashmere WA 98815, United States; Oversee financial functions of a title company, and entity closely held by two parties recently divorced from each other. It would be like a CFO for hire. 10) PIRATE'S ED LLC; Managing Member; Real estate holding entity; IR; HRS: 1; HRS: 0; 09/30/2023; 209 Woodring Street, Cashmere WA 98815; Pay bills. 11) COURTNEY, INC. Owner; Retail grocery sales and gas station NIR; HRS 10; HRS: 10; 05/01/2016 ADDR: 610 Wapato Way, Manson WA 98831, United States; Assist husband in managing the financial aspects of the business/ bookkeeping. 12) KANDY, INC.; Vice President; The entity is a rental property management company dba Platinum Property Management. It manages approximately 500 residential rental properties, mostly single family units for a monthly commission percentage. NIR; HRS 10, HRS 2; 09/01/2025; 325 Colorado Park Pl, East Wenatchee WA 98802, United States; We hope to purchase the business and my husband will oversee the management of the business with assistance from me for book work and other operational support. The business has an existing management structure and team in place. I will review financial information and assist in decision making. 13) COLORADO PARK, LLC; Managing Member; Entity will hold commercial rental real estate that will be rented by a business we intend to purchase. NIR; HRS 1; HRS 0; 09/01/2025; 209 Woodring Street, Cashmere WA 98815, United States; I will keep the books, collect the self-rental, and report the taxes. I will open a bank account in the name of the LLC and perform all banking activities. There will be a mortgage on the property that must be paid monthly.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-06

Other Names

• Pete Luchini
• Pete Jacobson
• Mariette Luchini
• Mariette Denise Luchini
• Mariette Denise Jacobson
• Mariette Denise Luchini Jacobson