As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - George Calbert

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At Financial Minimalist, we believe it's better to finance your dreams than your burgers! Cars, student loans, homes, and credit cards are the usual suspects in your debt drama, but why pay twice with interest when you can invest that cash in your future? Our financial team is here to help you navigate the murky waters of debt. Whether you're... Read More about Financial Minimalist

Wounded Warrior Project is a veteran nonprofit and veterans support organization in Tacoma, WA with a mission to empower injured veterans and families who incurred a physical or mental injury or illness on or after September 11, 2001, such as PTSD, TBI and combat stress. We direct every dollar, hour, and action toward serving warriors – and we get results.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in University Pl, WA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Bankers Life

*BY APPOINTMENT ONLY* The Tacoma, WA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate... Read More about Wealth Enhancement Group

At Eaglecrest Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the University Place, WA area... Read More about Eaglecrest Financial Group - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tacoma, WA area, Eulysses Delgado Alcaraz will take the time to understand you and your goals, as well as those... Read More about Eulysses Delgado Alcaraz - Financial Advisor, Ameriprise Financial Services, LLC

Kimball Creek Partners is a premier financial planning firm dedicated to helping individuals and families achieve their financial goals. As an experienced financial advisor, Kimball Creek Partners offers personalized and certified financial planning strategies, including retirement planning, investment management, tax planning, and estate planning. The firm prides itself on building long-term relationships with clients, providing them with the guidance and... Read More about Kimball Creek Partners

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tacoma, WA area, David Cook will take the time to understand you and your goals, as well as those changing... Read More about David Cook - Branch Manager, Ameriprise Financial Services, LLC

CMG Home Loans provides personalized mortgage solutions, including conventional, FHA, VA, jumbo, and refinance loans.

Cassy Randolph joined First Command Financial Services as a Financial Advisor in June 2022, following a 23-year career in the United States Army, where she attained the rank of CW3. Cassy understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Cassy Randolph

Mark Anthony Claudio joined First Command Financial Services as a Financial Advisor in January 2022, following a 24-year career in the United States US Army, where he attained the rank of Command Sergeant Major. Mark Anthony understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial... Read More about First Command Financial Advisor - Mark Claudio, RICP®

Ryan Feng joined First Command Financial Services as a Financial Advisor in April 2020, following a 6-year career in the United States Army and United States Army Reserve, where he attained the rank of Sergeant. Ryan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial... Read More about First Command Financial Advisor - Ryan Feng

Bryan Coleman joined First Command Financial Services as a Financial Advisor in November 2016, following a 20-year career in the United States Army, where he attained the rank of Major. A graduate of Indiana University of Pennsylvania with a Bachelor of Arts degree in Economics and a Master of Business Administration degree, Bryan received a Master of Military Art and... Read More about First Command District Advisor - Bryan Coleman, ChFC®|RICP®|MBA

Jordan Patterson joined First Command Financial Services as a Financial Advisor in May 2014. With a passion for helping individuals and families pursue their financial goals, Jordan combines knowledge and a client-focused approach to provide comprehensive, tailored financial strategies. A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification,... Read More about First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

Chris Muller joined First Command Financial Services as a Financial Advisor in May 2013, following a 27-year career in the United States Army. There, he served in the Military Police Corps as a battalion and interim brigade command sergeant major, first sergeant, drill sergeant and a small group leader at the Noncommissioned Officer Academy. A graduate of Excelsior College with... Read More about First Command Financial Advisor - Chris Muller

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Weslan Rogers

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jayden Patterson

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Austin Hill