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 several decades, 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 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 Norwegian Forest Cat, who is also the reason I usually begin my day around 4:30 in the morning. Craig and I enjoy boating, vacationing, and caring for our deer family, which came with the home we built in 2020. Our favorite sunny getaway is Cabo San Lucas, where we've been relaxing once or twice a year since 1999.
Fees: $350 hourly rate for planning services; generally speaking a range of 0.25% (fixed income/bonds) to 1.00% (balanced and growth) for managed accounts.*
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 37 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
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
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
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.
Client Experience Coordinator
I have been the Client Experience Coordinator here at Conestoga since 2019. I make sure our clients are well taken care of, that we are doing all we can to make their life easier, and that they feel how much we appreciate them. I also manage our marketing efforts, the many sponsorships we do for non-profits in our community, and a bit of client account management as well.
I grew up in the Colorado mountains, lived for 20 years in Alaska, and have lived in Washington state since 2010. I was a stay-at-home mom for most of my kids’ lives, then got a certification as a Nutrition Consultant and ran my own wellness business for over a decade.
I have three grown and amazing kids who live nearby; Kodi, Kianne and Holly. I live and work from my home in Indianola with my dog Eva and 2 cats, Pepper and Dusty.
In my free time you will find me playing ball with Eva, exploring the woods and the beach, reading, rowing crew, and spending time with friends—especially with my kids and their partners.
Client Service Associate
Hi! I have been serving in the capacity of Client Service Associate since November 1st, 2021, and truly enjoy working in the office and engaging with the advisors and their clients.
I started out as a stay-at-home mom, raising three marvelous kids, Anthony, Christopher & Amber, before entering the work force in 2007. I started at UnitedHealthcare, working in the managed health care world for the next fourteen years. I assumed several roles during my time with UHC but always with an emphasis on customer-service. I am a people person and enjoy building relationships so being part of a client-centric office has really been an easy transition.
When not in the office, I enjoy being home with my 3 cats, Junior, Calliope & Mimi, as well as tending to my flock of chickens. I have a mini-bantam rooster named Manny and eight hens. I am also an avid bird watcher which allows me to incorporate my other hobby of taking day trips to numerous state and national parks as well as several wildlife preserves in this incredibly beautiful state. I enjoy being outdoors and tending to my yard and having family & friends over for gatherings in the warmer months.
Hello and welcome to our page!
I was born and raised in Boulder, Colorado and recently graduated from the University of Puget Sound where I double-majored in Business Leadership and Economics. Perry and Conner certainly played a large role in piquing my interest in the Financial Services Industry; both were frequent guest lecturers in many classrooms I sat in at UPS. Listening to them speak about the lasting relationships they develop with clients while providing sound financial advice strengthened my belief that this was the career for me. My mission is to help clients confidently pursue their short and long-term goals, and I am so grateful for the opportunity to learn from such a great group of advisors who do just that every day!
Away from the office, I love being involved in sports. Baseball will always be a part of my identity, and I hope to continue my involvement via coaching. . My other hobbies include golfing, biking, reading, and rooting for the Mariners!
I am beyond excited to start this journey at Conestoga Wealth Partners and look forward to learning as much as possible while getting to know our clients.
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.