Our Philosophy

Who We Are

DBA Steilacoom Investments was established in 2009. The business is supported by Commonwealth Financial Network^® as our Registered Investment Adviser-broker/dealer.

Serving a Purpose

The company was founded on the principles of delivering an investor experience tailored to the needs of an exclusive and limited number of valued clients. As an Independent Adviser Representative of Commonwealth Financial Network^®, I can focus on what benefits you most, without pressure to promote proprietary products or strategies.

Experience Matters

Serving investors since 1992, I provide the knowledge and support necessary to help you navigate through the challenges and opportunities of modern finance and investing.

Customer Service

My focus is helping clients generate efficient investment income through properly diversified portfolios. These accounts are also established and monitored to be in accordance with the estate planning needs of my customers. Regularly scheduled account reviews and phone calls keep you involved and aware of your financial progress. 

Financial Products

Commonwealth provides us with an open investment platform, which gives us access to a wide universe of investment products and solutions, including stocks, taxable and tax-free bonds, brokered CDs, money market accounts, thousands of mutual funds, and annuities. We utilize research from strategic partners and independent firms including Argus, S&P, ValueLine, and Morningstar.

Convenient & Pleasant Destination

My office is conveniently located for investors living in the greater Pierce County area. Located in the old historical district of Steilacoom, you can enjoy fine dining, a trip to the post office or bank, and enjoy the spectacular coastal views of the area while you visit. I take great pride in the office from a comfort, appearance, and functional standpoint. I think you will be impressed too!

Join Our Team

I am currently accepting a select number of new clients. If you are an investor with a portfolio greater than $507,000, I welcome you to contact me for a complimentary consultation to discuss your unique financial situation.