Financial Advisor – Portfolio Manager – Partner
Born and raised in communist Poland, I immigrated to the U.S. in 1983. I began my career in the middle of the roaring '90s when the average investor believed it was her God-given right to consistently rake in equity returns of over 20 percent a year. Boy, how things have changed. Over the past 25 years, I have helped families like yours to establish specific, measurable financial goals for the attainment of wealth—however, YOU define wealth, be it retirement with no compromise in lifestyle and personal dignity, the education of your children or grand-kiddos, leaving a legacy to your favorite charity, etc.
My practice emphasizes comprehensive planning, asset allocation, and discretionary, fiduciary portfolio management. I can also help with income planning, education funding goals, structures for charitable giving, and estate planning issues. My network of trusted local professionals is deep and carefully cultivated.
I joined Conestoga Wealth Partners in 2021 after a combined 25 years with UBS Financial Services, Inc., and Morgan Stanley.
As a lifelong Washingtonian since arriving in this country, all of my charitable and community efforts focus on our neighbors. I work and serve various local organizations including the Rescue Mission, The TEARS Foundation, Hope Sparks, and the Pierce County Heart Walk/American Heart Association.
My husband, Craig, and I live in Gig Harbor, Washington, with our fur-child Gemma, a 16-pound Maine Coon (possibly Norwegian forest cat), who is also the reason I usually begin my day around 4:30 in the morning. Craig and I enjoy many water-related activities, specifically boating. Our favorite sunny getaway is Cabo San Lucas, where we've been relaxing once or twice a year since 1999.
Financial Advisor – Managing Partner
I began my career with Morgan Stanley Smith Barney in 1995 as a financial advisor in Tacoma, Washington.
In 2002, I was promoted to branch manager of the Gig Harbor, Washington, office; I functioned as a financial advisor and branch manager. In 2002, I achieved the CERTIFIED FINANCIAL PLANNERTM professional certification. In 2005, I was promoted to the Silverdale office as a full-time branch manager.
In 2010, I decided to focus completely on clients as a financial advisor and co-founded Conestoga Wealth Partners in 2011.
I have lived in Olalla since 1993 with my wife of 36 years, Denise. We have three children: a son, Andrew, and two daughters, Brooke and Brittany, and three granddaughters: Rae, Belle, and Jayden. I am a past volunteer wish grantor and bureau speaker with the Make-A-Wish Foundation. My education includes a BS in business administration from the University of Phoenix (1996); an AS from Riverside Community College (1993); and CFP® from City University in Seattle (2001). I have also taken advanced coursework within the firm, focusing on areas of financial, estate, insurance, and retirement planning.
Prior to my career in financial services, I owned my own business as a real estate appraiser; prior to that, I held positions in law enforcement and fire service.
I am a licensed private pilot and enjoy photography, hiking, horses, ranching, landscaping, golfing, and travel. I have a golden retriever named Scout.
Fees: Generally speaking, for investments managed, my fee is 1%–1.5% a year. For hourly planning, my fee is $350/hour.
Financial Advisor – Partner
I am a senior advisor and partner with Conestoga Wealth Partners here in Gig Harbor.
I was born and raised in Washington state and live on Fox Island with my wife of 22 years, Cheryll, and our two teenage daughters, Libby and Carli.
We enjoy traveling. My wife is a retired flight attendant with Delta Airlines. Other activities I enjoy are sailing, working on my old boat, flying an airplane, scuba diving, gardening, woodworking, fishing, skiing, and just about anything else that gets me outdoors.
I have been an investment professional since 1987 when I began my career in Gig Harbor with Shearson Lehman Brothers, a predecessor of Morgan Stanley Smith Barney. During much of the time between 1996 and 2006, I performed the dual role of both the branch manager and financial advisor.
Experience, track record, and an ongoing commitment to honing my craft have helped put me in a truly unique position.
Financial Advisor – Partner
Hello! Thank you for visiting.
I grew up in Olalla and graduated from Duke University with a degree in economics in 2016. Later that year, I began my career as a financial advisor. In 2020, I completed the CFP® certification curriculum at the College for Financial Planning and soon after became a CERTIFIED FINANCIAL PLANNER™ professional.
My specialties include tax-efficient financial planning and stock plans and options. I guest lecture at the University of Puget Sound on behavioral finance and financial planning and enjoy advising high-net-worth families across many aspects of their financial life. I have taken advanced coursework focusing on investment, estate, insurance, retirement, tax, education, and employee benefits planning.
Besides providing financial advice, wrestling has long been part of my identity, teaching me how hard work and commitment yield extraordinary results. While at Duke, I was captain of the varsity wrestling team and a three-time All-American. I was even televised nationwide on ESPN prime time for the national semifinals. Fair disclaimer: I lost!
I still love to be part of the wrestling community, coaching at South Kitsap High School and as a featured clinician at camps. Creating opportunities for others—especially young, hardworking kids—is incredibly rewarding.
I am often found running half-marathons or doing CrossFit with my lovely wife, Brooke. We have a beautiful baby girl named Belle. I am also an avid reader and love a good podcast. Personal growth is a passion. So is my family; I love sitting around the table with my family for Sunday morning pancakes or dinner. I also proudly serve as president of the South Kitsap Rotary board.
Fees: Generally speaking, for investments managed my fee is 0.7%–1.3% a year. For hourly planning work, my fee is $350/hour. Most financial plans cost $2,200-$8,000.
Other community involvement:
Financial Advisor – Partner
Today, trusted financial advice is more important than ever. As your financial advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you, so we can address your most important priorities with a comprehensive plan that helps put your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.
My career spans Morgan Stanley for more than 20 years, UBS for six years, and, most recently, Conestoga Wealth Partners since 2015. With more than 30 years of experience as a financial advisor, you can feel confident that I bring the knowledge and experience to help guide you successfully through your financial journey.
Wealth Management Associate
I started my career in the financial industry 10 years ago. Previously, I managed the capital markets team specializing in private investments and offered alternative investment solutions at Artivest (formerly Altegris Investments), a provider of hedge fund strategies and private equity funds. Prior to working in alternative investments, I worked at Wells Fargo Advisors for seven years in San Francisco and San Diego. There, I operated client portfolios and helped with a wide range of investment and asset allocation needs.
I received a BA in business from Eller College of Management at the University of Arizona, and I hold the FINRA Series 3, 7, and 66 securities registrations. I am a Chartered Alternative Investment Analyst (CAIA) Level II candidate.
My husband, Nick, and I moved to Gig Harbor to enjoy life and settle in the Pacific Northwest. We love the outdoors, nature, and staying active with kayaking, sailing, stand-up paddleboarding, hiking, golf, tennis, boating, and board games. We enjoy traveling internationally, especially to Europe and the Caribbean. Recently, we received our scuba open dive PADI certificate and keelboat sailing license. I am an active volunteer and member of the Junior League of San Diego and Junior League of San Francisco. We have a 3-year-old Maine Coon cat named Oakley, who we mostly refer to as BabyCat.
Chief Compassion Officer
Financial planning is often an emotional journey. As clients' financial partners, we celebrate their successes and empathize with their loss. As chief compassion officer, my job is to improve client smile ratios, increase the Warm Atmosphere Index, and welcome you to a place where we are genuinely happy to see you. You may not see me every day in the office—I often work remotely, leading seminars and workshops with our advisors in an effort to make them better humans.
My favorite pastimes outside the office include chasing goats, tug of war, hugs, and belly rubs. I also love spending time with my two nephews, Smith and Wesson (also dogs). My favorite quote is from Merrill Markoe: "I sometimes look into the face of my dog Stan and see a wistful sadness and existential angst, when all he is actually doing is slowly scanning the ceiling for flies."
We work tirelessly to ensure clients prosper. We also work hard not to take ourselves too seriously.
Commonwealth Financial Network® is an integral part of Conestoga Wealth Partners.
Commonwealth is the largest privately held broker/dealer in the country, with offices in Waltham, Massachusetts, and San Diego, California. We partner with them because of their independence. With Commonwealth, there is no pressure to promote particular proprietary products or strategies. They do not cater to the needs of shareholders like publicly held companies do, leaving us free to act in the best interests of our clients. It is a model that differs from some other, larger firms whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
We are required to work with a broker/dealer to buy and sell investments on behalf of our clients, but that is only part of our relationship with Commonwealth. They have an excellent team of investment research specialists whom we collaborate with about trades and financial markets, as well as a team of advanced planning specialists and attorneys who help us coordinate strategies while planning for our clients' future.
You can learn more about them here.
Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you with the best possible service.
Learn more about Commonwealth's planning team here.
Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of research specialists who can help us provide you with the best possible service.
Learn more about the Commonwealth's research team here.