Proudly serving the South Puget Sound area

Is it time to utilize some expertise with your financial goals? We will work with you to provide comprehensive, financial guidance that reflects your goals and values. We specialize in: • Retirement income planning • Investment management • Life Insurance • Extended Care Planning • Disability income insurance • Charitable giving • College planning

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Gig Harbor Office



M – F: 9 a.m. – 5 p.m.