How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
At Tahoma Advisory Group LLC., we provide a network of strategic partners and relationships to help you with the other elements of your planning including legal, tax and accounting, health insurance, and senior housing.
Contact us today if you are interested in connecting with the following resources.
The following professionals are independent and not affiliated with Tahoma Advisory Group LLC. or USA Financial Securities.
Attorneys
Shannon Jones
Campbell Barnett PLLC
Direct: 253.848.3515
Office: 253.848.3513| Fax: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj@campbellbarnettlaw.com
Shannon R. Jones is a partner with Campbell Barnett PLLC, Puyallup’s longest established law firm, where she has over 22 years’ experience in estate planning, probate, and litigation involving trust and estate disputes. She also handles general civil and real estate litigation, construction, commercial/business, and consumer litigation matters. Shannon is a member of the Tacoma Pierce County and Washington State Bar Associations, and also admitted to practice in federal court. Shannon is a former Mel Korum YMCA Board Member, a Morgan Family YMCA Volunteer, and a founding member of South Sound 100 Women. Shannon lives in the North End of Tacoma with her husband, RJ, and their two children.
Bryana Cross Bean
Attorney at Law
Law Offices of Bryana Cross Bean
(253)327-3387
attorneybean@outlook.com
Attorney Bryana Cross Bean’s primary practice areas are estate planning, long-term care planning, elder law, and probate. She has been a practicing attorney in Washington since 2013 and has had her own practice since 2014. She holds memberships in the National Academy of Elder Law Attorneys (NAELA), the Washington State Bar Association (WSBA), Washington Senior Citizens Lobby, and Tacoma-Pierce County Bar Association (TPCBA). She is a board member of the Washington Academy of Elder Law Attorneys (WAELA) and is also an active participant in events in the elder care community in Pierce County.
Bryana was originally interested in becoming a physician and started down the pre-med track in college. She later realized that while she loved helping people, she did not love the science involved. After taking a number of public health classes, Ms. Bean became interested in health policy. That interest in health policy lead her into the legal field. After graduating the University of Washington with degrees in biology and history, she attended law school at Seattle University. There Bryana discovered that she was more interested in keeping clients out of court than doing to battle in court.
In her final year of law school, Bryana had the pleasure of working with an elderly couple who needed both estate planning and long-term care planning. She enjoyed sitting down with them and helping them make their lives better. This wonderful couple ended up being a significant influence in Ms. Bean’s career, and she has gone on to represent many people in similar situations.
Bryana currently lives in Bonney Lake with her husband, children, and pets. She enjoys gardening, hiking, and spending time with family.
Gary Connett
Gary heads PPA Law Group, PLLC, and an affiliate company of Panagiotu Pension Advisors, Inc. He has over 25 years of experience providing a broad range of business, real estate, legal and personal estate planning counsel to large corporations, family businesses and individual clients.
Gary is a 1980 graduate of Northwestern School of Law at Lewis and Clark College. He earned his B.A. in 1973 from Ohio State University.
Gary is a frequent speaker on topics of estate and tax planning.
Charles W. Dent
Charles advises clients on a broad range of transactional matters, to help them select the best structure for doing business. He also assists clients in structuring, negotiating and documenting the terms of business arrangements necessary for the ongoing operation and expansion of their businesses. Charles has extensive experience in operating agreements, distribution agreements, employment agreements and shareholder agreements.
Charles believes in helping you efficiently and affordably. He doesn't charge for routine phone calls, and he doesn't charge to read or answer e-mails. He speaks English and not “legalese,” and always maintains a casual style and strives to provide practical advice and fair value in exchange for the fees that he charges.
C.P.A.'s
Gary Lynn Ward
For years, Gary Lynn Ward, C.P.A., P.S. has been providing quality, personalized financial guidance to local individuals and businesses. His experience ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Gary Lynn Ward, C.P.A., P.S. is one of the leading firms in and throughout the area. By combining his knowledge, experience and the team mentality of his staff, he assures that every client receives the close analysis and attention they deserve. Their dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason their client base returns year after year.
Health Services
Robert L. May
Health Insurance NW
www.healthinsurancenw.com
1416 East Main Suite A0
Puyallup, WA 98372
Office 253-460-9444
Fax 253-446-6680
Robert L May& Associates provides clear and concise guidance and understanding regarding group or individual health insurance plans, short term health insurance, international health insurance, and beyond.
If you find yourself in need of a quality life insurance plan, individual or group medical plan, long term care plan, or disability insurance; give Robert L May & Associates a call today!
Bob grew up in Puyallup and even graduated from our local Puyallup High School. He then proceeded to attend both WSU and University of Washington, graduating from UW with a degree in Forest Management.
After gaining 23 years of experience in the health insurance industry, Bob started his own company, naming it Robert L May & Associates Inc.
Now, offering his client’s 30 years of experience in the health insurance industry, Bob is proud to be one of the best in the business at helping clients reduce cost, and increase the quality of their coverage.
INSURANCE
Charles Lindberg
Goosehead Insurance
425.818.9542 | DIRECT (Call/Text/Fax)
13606 NE 20th St Ste 307
BELLEVUE, WA 98005
charles.lindberg@goosehead.com
Charles is an insurance broker with Goosehead Insurance and has been in the insurance industry since 2013. His primary focus is helping families find the best possible option for their personal auto/home/umbrella policies.
He has extensive experience working with real estate developers and investors as well.
With a focus on client education, Charles wants you to feel confident and comfortable with your insurance policies. He works with over 20 companies in WA state so that you can have choices when it comes to selecting an insurance provider.
He understands that insurance is usually an expensive hassle that most people hate dealing with. His goal is to make insurance as easy, quick, and affordable as possible.
He works in Bellevue, and is an avid snowboarder and golfer.
Mortgage Services
Jenifer Hawkins-Stone
I have been in the mortgage business since 2013, deciding after the purchase of our home two years ago that the process was simply too stressful and impersonal. Purchasing a home, whether it is your first or fifth, is a big decision, and can present challenges. I believe that my role is to make the process easier, more personal, and positive. I value the relationships I am lucky enough to cultivate with my clients and the agents I work with. There is no better phone call to make than calling a client to congratulate them on their new home.
As a lifelong resident of the Pacific Northwest, I have a deep knowledge of--and love for--this area. My three teenagers, husband, and I live in Auburn, after more than 16 years as residents in Puyallup. We love the unlimited options the Pacific Northwest offers for outdoor activity, whether it is running by the river, playing soccer, or going to the beach or mountains for the weekend. This is an incredibly beautiful part of the world, and we are lucky to call it home.
Real Estate
Cathy Torgerson
MANAGING BROKER, CRS, E-Pro, SRES
WINDERMERE PROFESSIONAL PARTNERS PUYALLUP
10919 Canyon Road E, Puyallup, WA 98373
CELL: (253) 740-3531
Cathyt@windermere.com
www.CathyTorgersonHomes.com
Cathy Torgerson brings 15 years of experience as a REALTOR® to serve clients ranging from retirees to high achieving professionals and busy families. She provides honest answers and direction, a positive outlook, outstanding customer service, and professional expertise. Whether marketing and selling homes, condos, farms & ranches, vacant land, waterfront, vacation and investment properties, Cathy’s focus is to make the process of buying and selling fun, educational and rewarding.
Cathy understands juggling the demands of modern life does not stop when buying or selling a home. She listens to what is most important to her clients and proactively communicates so they are always up to speed with timely status reports. Cathy prides herself in providing unparalleled service, professionalism, and communication from beginning to end. She listens to her clients’ needs and objectives and makes them her goals and priorities. This makes buying and selling their home smooth, fun and rewarding, and allows her clients to continue to manage the demands of their busy lives with less stress and overwhelm.
Cathy launched her real estate career in 2008. When other realtors were abandoning ship, Cathy jumped in with both feet and got to work. Her belief in the power of building loyal, lasting relationships with her clients quickly made her a trusted advisor people confidently recommend to their family and friends. A large share of her clients are referrals from past clients and other real estate professionals across the country.
Cathy’s dedication to being the best in the business inspired her to earn her Certified Residential Specialist Designation (CRS), an elite certification held by only 3% of all realtors nationwide. Cathy currently serves as the Washington State RRC/CRS President for 2022.
An avid animal lover, Cathy loves to be involved with community efforts that benefit local animal shelters. She also serves on the board of Northwest Trek. Cathy enjoyed her work with AUSA, a private, non-profit organization that supports America’s Army, National Guard, Reserves, Wounded Warriors and Veterans.
When not serving her clients, Cathy enjoys cooking, golfing, hiking and spending time with her kids and family.
Elder Placement
Lori Marsh
My name is Lori Marsh. I am the owner of Restoring Hope a placement agency for our elderly. I assist with placement of your elder loved one to find a new place to call home, assisted living, memory care, or an adult family home. I serve King, Pierce, Kitsap and Thurston Counties.
Prior to starting Restoring Hope, I had 11+ years of experience working with seniors in Assisted Living, Home Care, Home Health and Placement.
Restoring Hope is a FREE service as we are contracted with the places we show. We receive a fee from the location after the placement of your loved one. We make the calls, set all the appointments and will tour with you. We assist with the very best placement geographically, and financially that fits your needs. We have many resources available as well, which include really great home care companies, home alterations, Vet programs, medical equipment, downsizing, moving and more.