Providing Individuals with Retirement Planning, Fee Based Investment Advice, Tax Planning, Estate Planning, and Asset Preservation Strategies in Gig Harbor, WA

Thank you for taking the time to visit!. I am grateful for the opportunity to provide financial advice to some really neat families. I specialize in:

Retirement Planning

Investment Management 

Asset Preservation Strategies

Tax Planning Strategies

Estate Planning Strategies

As always, I’m committed to helping you to plan your retirement income, manage your wealth, and enjoy a long and prosperous retirement.

 

                    
 
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state