Marty has been in the financial services industry for over 24 years. His career started with Dain Bosworth in 1994 as a financial advisor. Marty later opened an office for Dain in 1997 as the youngest branch manager in company history. His accomplishments include receiving recognition as a Top 10 branch and was awarded branch manager of the year in 2008. As an advisor Marty was recognized as Top 40 under 40 financial advisor by On Wall Street in 2007. Marty was co-chair of the Boys and Girls Club capital campaign in Gig Harbor and has been on the board of Mary Bridge Hospital and donates time at the YMCA. Marty is married to his high school sweetheart Stacy and they have four children. In his free time, he enjoys being with his family and competing in triathlons.
Senior Partner, Lighthouse Wealth Strategies
Prior to joining Lighthouse Wealth Strategies, Brian was a Financial Advisor with Northwest Asset Management from August 2012 to March 2015 and RBC Wealth Management from 1985 until August 2012. He also worked at Boettcher and Co. for three years in the same capacity. He managed the Silverdale office of RBC from 2000 to 2002. Brian has been a member of the Chairman’s and President’s Council of RBC Wealth Management, and was on the Broker’s Advisory Council for four years, two of those years serving as President. He is currently President of the board of the Admiral Theatre in Bremerton, a member of the Gig Harbor Rotary, and past board member of the Bremerton Family YMCA and Young Life organization. Brian has been happily married for 37 years and has three children, one of which, Brady, is his business partner
George was raised with his brother and sister in the Bay Area of California. George met and inspired Cindy to marry him in 1978, and together they moved to Gig Harbor in 1979. George and Cindy have two grown children. Kristin owns a home building/interior design business, and Greg is a professionally trained Sous Chef in Seattle. George began his career as a financial advisor in 1985, shortly after graduating from Pacific Lutheran University in Tacoma, Washington with a bachelor’s degree in business. George is also a Certified Investment Management Consultant through IMCA and holds a Series 65 securities license. George and Cindy enjoy traveling and their new granddaughter Parker (Kristin). Food has always been a passion in their lives and are always trying new foods and recipes on their unsuspecting guests.
Broker with Veritas Independent Partners, LLC
I have been in the financial services industry since 1991, beginning my career with RBC Wealth Management in Billings, Montana. We strive to help clients achieve financial freedom and peace of mind through a planning process that includes building income strategies that provide strength in accumulation phase and cash flow during retirement is at the core of our business. We create customized financial plans that are designed after a planning process that is focused on individual needs, goals and risk tolerance for each client. I have one son, Levi, who has graduated from WSU and is pursuing his graduate degree to become a Physical Therapist. We enjoy many activities in the beautiful Pacific Northwest such as skiing/snowboarding, biking, hiking and spending as much time in the mountains as we can get. I spend my volunteer time working with women to encourage and support their growth in life and faith. Empowering Life is a faith based non-profit that works with incarcerated women, I co-facilitate a Confident Parenting class at Washington State Correction Center for Women. Through this organization we spend our time working with women to promote personal healing and growth from past traumas. I also volunteer with Kitsap Juvenile Mentoring working one on one with the mentor/mentee program.
Brady has had the honor and pleasure of serving people in the Finance Industry since 2008. His Partner and Father, Brian, has had the honor since 1982. Their mission is to help people obtain financial peace and prosperity through financial planning, investment management, historical perspective and behavioral counseling. Brady is a graduate of the Jackson School at the University of Washington and the Albers School MBA Program at Seattle University. Brady grew up in Bremerton and now resides in Gig Harbor. He is joyfully married to his best friend, Katherine Julieth. Outside of family and work some of his passions include community service (Deacon of Resurrection Church in Tacoma, Treasurer of the Rotary Club of Gig Harbor), traveling (Katherine is Colombian, and in a way international travel brought them together), and sports (Seahawks, UW Huskies, Mariners and golf).
Ron graduated from Eastern Washington University on a Pac 10 baseball scholarship with degrees in Finance and Marketing. He met his wife soon after college and together they launched into life. Ron began his career in 1992 holding seminars and growing his business one client at a time through planning, service and relationships. The clients he gained from those seminars are still clients today, a testament to his dedication and advice.
Ron enjoys all aspects of sports and it is no surprise all 5 of his children are active in athletics. He has coached each one of them at some point in baseball/softball, basketball and/or soccer. He has earned Coach of the Year on many occasions at the local, regional and State levels.
Ron has over 25 years of experience in the financial field. His knowledge, compassion and commitment to his clients, as well as his competitive nature, drives him to build financial plans that are focused and have direction.
Bill graduated from Cal Poly SLO with a BS in Mathematics and MS in Physical Education. His career in coaching basketball and teaching mathematics moved him from Berkeley, CA to Wenatchee, Yakima and finally Gig Harbor in 1989. Bill and his late wife, Kathy, have three daughters who reside with their families in New Orleans, the Middle East and Gig Harbor. His present wife, Mary, added a fourth daughter who recently graduated from the University of Washington. Mary was also a teacher in the area and more recently finished her doctorate, providing spiritual coaching and classes. Bill is “Nono” to five grandchildren who make life full and lively. Active in the community since moving here, he was a founding board member of Lighthouse Christian School, served on the Young Life committee and serves as an elder at Chapel Hill Presbyterian Church. Bill started working in the financial services industry in 2005, serving as a Financial Advisor, his last 10 years at VALIC Financial Advisors, Inc. He believes that his true calling is to “teach” clients about reaching their retirement and financial goals. “I have always had a passion to be part of a team such as Lighthouse with the opportunity to work in a supportive, focused environment with a common goal of providing our clients with unmatched service.”
Audree has been a client associate at Lighthouse Wealth Strategies for the past three years, and has recently taken on the role of Operations Manager. She graduated from Pacific Lutheran University with a bachelor’s degree in education and has spent most of her professional career teaching elementary school, and then becoming Director of a local non-profit preschool. She has two sons, Christopher and Matthew, who both attend Washington State University. In her free time Audree enjoys spending time with her family and friends, and enjoys visiting her hometown of Kalispell, Montana.
Laure has been a client associate with our group for the past 7 years working and developing relationships with all of our clients. She is a local, having grown up in Tacoma and then went on to complete a Bachelor of Arts degree at Washington State University. Laure’s husband Jim was a career Army Officer and they and their two kids moved around the world for 29 years, coming back to Gig Harbor to make it their permanent home. Travel, good food and outdoor activities continue to be a big part of her life.
Bitsy, short for Elizabeth, has recently joined Lighthouse Wealth Strategies. She graduated from Washington State University with a BA in Business/Hotel Restaurant Management. She met her husband, Scott, at WSU, where his career took them to many places but finally settled in Gig Harbor to raise their 3 daughters. Lauren and Sophia attend Washington State University and Ella is in high school. Bitsy enjoys spending time with her family, skiing, running and cooking.
Shari has been in the financial services industry for over 30 years, with a long career at the Russell Investment Company in Tacoma/Seattle, Washington, servicing institutional investment management clients. Shari recently joined Lighthouse Wealth Strategies in June 2018. Shari grew up in Lakewood and then moved to Gig Harbor area after marrying her high school sweetheart Devon. They have two grown daughters, Madeline and Annie. In her free time, she enjoys being with family, entertaining, boating and outdoor activities.
Main: (253) 948-3725
Toll Free: (866) 991-4269
Fax: (253) 313-5828
Lighthouse Wealth Strategies
3312 Rosedale Street NW Suite 201
Gig Harbor, Washington 98335