Suite 100
Federal Way, WA 98003
toll free: 800-533-5660
fax: 253-874-9999
- Gig Harbor Chamber of Commerce
Board of Directors
Public Affairs Forum Committee
Golf Tournament Committee - Tacoma-Pierce County Chamber of Commerce
Ambassador
Small Business Committee - Federal Way Chamber of Commerce
- Harbor Christian Center
Worship Team Drummer
Gig Harbor, WA - Washington State University - Alumni Association
- Delta Sigma Phi - WSU Alumni Chapter
Charter Member - West Point Parents' Club of Washington
- Harbor Soccer Club
Head Coach
Gig Harbor, WA
- Financial Planning
- Wealth Management
- 401k Rollovers
- Education Planning
- Retirement Planning
- Corporate Retirement Plans
- Estate Planning
- Alternative Investments
- Cash Management
- Certificates of Deposit
- Municipal Bonds
- Annuities
- Life Insurance
- Long Term Care Insurance
- Lending Services
- Philanthropic Services
- Women and Company®
- Endowments and Foundations
- Socially Responsible Investing
- Planning for Special Needs Individuals
- Bachelor of Arts, 1982
Washington State University
Pullman, WA - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life & Disability Insurance Licensed
- Long Term Care Insurance Licensed
- Morgan Stanley Smith Barney*
Financial Advisor
Federal Way, WA - Talent Quest
Senior Account Executive
Seattle, WA - AT&T Wireless
Enterprise Corporate Account Manager
Redmond, WA
- See Special Reports for the November Graystone Investor’s monthly featuring “Let’s Get Real: Looking for investments that can outpace future inflation. “How can investors position themselves for better times? The answer lies in investing with an eye toward outpacing inflation. We believe that investors should focus on real returns.”, says Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard, “In our view, it is now appropriate for investors to consider the future with far less fear and foreboding than in the middle of the Great Recession.” The economic and investment implications of this development are explored. Also inside, "Higher Prices, Lower Volatility” which explores the emerging market equities.
- Please see My Viewpoint on the left for a copy of my latest Newsletter.
Perspectives in Philanthropy (pdf)
SmithBarney.com - E-Delivery Enrollment Card (pdf)

