Background and experience

My passion for helping people was inspired by my mother, a teacher, who spent her career giving and educating others to help make their lives better.

As a Financial Advisor I work with my clients to thoroughly understand their financial goals. Some of these goals might include savings for retirement, saving for child’s education, or helping people recreate their paychecks in retirement. I want to know what motivates my clients and also what keeps them up at night.

I collaborate with clients in a goal based planning approach that incorporates all the information gathered in the discovery process to create a personalized, comprehensive investment plan. This plan becomes the foundation for annual review meetings and is updated as needed.

I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications.

I started my career as a Financial Advisor in 2003 at American Express Financial Advisors. I have a degree from the University of Idaho where I majored in both Finance and Information Systems. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™ and the CHARTERED RETIREMENT PLANNING COUNCELOR™ practitioner designations from the College for Financial Planning. For these designations, I completed approved educational programs, passed rigorous examinations and met stringent experience requirements.

Away from the office

My wife Carrie and I reside in Federal Way, Washington where we are raising our three kids, Kaden, Mikelle, and Halle Kay. I enjoy watching my kids school activities, boating, crabbing, wakeboarding, and going on long walks with my wife and two dogs, Skipper and Coral.

“Planning for your financial success”

Background and experience

My mission is to empower my clients to live fulfilling lives confident in their financial strategies.

In particular, this would include planning for and transitioning into retirement, maintaining the quality of their lifestyle throughout their retirement years, and the oversight of wealth transfer for their families.

With over three decades of experience in financial services, I am dedicated to helping individuals meet these financial needs by focusing and developing investment plans around their long-term goals and objectives. My extensive experience - throughout major shifts in the financial markets - is helpful in enabling me in assisting clients in structuring balanced portfolios to address their specific financial needs.

I began my career as a financial advisor in 1982 with Foster and Marshall (presently Morgan Stanley) where I worked for twenty seven years. In 2010, I moved my financial practice to Wells Fargo Advisors, joining the Tacoma, Washington office. I have a bachelor’s degree in business administration from Eastern Washington University

Away from the office

I am committed to help my community prosper. I have coached and been involved with youth sports for over twenty five years, including serving ten years as a founding board member of Reality Sports, a faith based ministry serving the greater Puget Sound area. Additionally, I have served in the leadership of my local church emphasizing mentoring and development of young adults.

Away from the office I enjoy music, gardening, river fishing and presidential history. My wife Barb and I make our home in Auburn, Washington. We have three adult children and two grandchildren

Ian endeavors to ensure that clients’ administrative and operational needs are handled accurately and quickly. He is the first point of contact when clients call the office, handles the day-to-day administration of updating and opening accounts, managing transfers, and answering questions regarding documents or statements. He has been in the financial services industry for over 20 years and has a background in web-based Quality Assurance. Ian enjoys music, reading, art and lives in Port Orchard, WA.

With more than 25 years of financial services experience, Myra strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She manages appointment scheduling and report preparation for each client appointment, as well as supporting the day-to-day administration of accounts and answering questions regarding documents or statements. Outside of the office Myra enjoys hiking, the gym and lives in Olalla, WA.