Focus
As a veteran of the financial services industry since 2003 my practice operates to serve financial needs through investment planning, goals-based advice and guidance. I manage assets for families, Trusts, individuals, retirement plans and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing goals. Away from the office I enjoy spending time with my wife, friends and our Welsh Corgi, Fergus. I also enjoy playing tennis and exercising regularly.

Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Retirement Income Planning
An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.

Estate Planning Strategies
I can work with you and your other advisors — including your CPA and attorney— to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

CA Insurance License #4030951. Resident State WA

Myra strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She manages the day-to-day administration of maintaining accounts, opening accounts and answering client questions regarding statements and documents. She has more than 31 years of financial experience.

Outside of the office Myra enjoys the gym, spending time with her family and granddaughter Beverly, and lives in Olalla, WA.

Ian endeavors to ensure that clients’ administrative and operational needs are handled accurately and quickly. He supports the updating and opening of accounts, managing transfers, and answering questions regarding documents or statements. He has been in the financial services industry for 25 years and has a background in web-based Quality Assurance.

Ian enjoys music, reading, art and lives in Port Orchard, WA.