Suite 1400
Tacoma, WA 98402
toll free: 800-247-2883
fax: 253-404-2190
- Professional Portfolio Management
- Wealth Management
- Education Planning
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
- Asset Management
- Estate Planning
- Endowments and Foundations
- Art Advisory
- Alternative Investments
- Financial Planning
- Lending Services
- Cash Management
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
- When the market has a large fluctuation or readjustment, or any time you have a question about market activity, please contact us for market updates and strategies.

