Steve has been a financial adviser since 1990, bringing nearly three decades of valuable experience to his clients. In his work, Steve enjoys looking out for his clients’ best interests by always keeping them protected, informed and educated in their financial goals. He is also a Loan Consultant and Insurance Agent. Due to his strong financial acumen, Steve brings a holistic outlook to his clients, balancing their goals with the best-suited financial products. He enjoys his work immensely, primarily because of the impact on people’s lives, and the constant ability to learn something new.
He attended the University of Maine and served in the US Navy between 1982 to 1988, while obtaining numerous recognitions for his accomplishments and conduct, including Sailor of the Year. After leaving the Navy, Steve found his true calling in the financial industry and is really enjoying the benefits of TD Ameritrade as his chosen platform.
Steve has been married to his lovely wife Ann for thirty years. Together, they have five children and two grandchildren. When he’s not working, Steve enjoys sports, including football, basketball, and baseball, coaching youth sports, drumming and playing chess. He is also very involved in the community, supporting local schools, the Silverdale Food Bank, Local Chambers, and the Kitsap Builder’s Association.
Using a decade of investment experience, Alan has quickly become a trusted financial advisor among clients and industry associates. He actively goes out of his way to provide exceptional hands-on experience and prides himself on product and process knowledge, making every effort to match the best investment vehicle to each client’s needs. He is thrilled to have aligned with an innovative, consumer-driven company such as Copper Financial Management.
Alan originally graduated from the University of California at Santa Cruz with a degree in environmental and earth science and later joined the financial industry out of his desire to explore the financial markets. He owns a part-time business permitting residential property for development and maintains an active portfolio of rental homes.
Residing in Gig Harbor, Alan holds a Series 7 stock broker license and a Series 66 investment advisor license. Alan also retains an active mortgage license. He is a problem solver who is always looking out for his clients’ best interest, and taking part in his clients’ most important financial decision is what drives him to do his best each day.
Outside of the office, Alan enjoys water sports, including skiing, rafting, and scuba, and also enjoys gardening, model railroads, and Dungeons & Dragons. His community involvement includes the Gig Harbor Chamber of Commerce and the Gig Harbor Peninsula Food Bank.
Lisa has been working with Steve since 2017. Her past work experiences include being self-employed as a massage therapist and licensed real estate agent, and co-owning an electrical contracting company. She has been happily married to her husband Greg, wedding in 2001, and has two talented teen-aged girls. Being passionate about giving back to the community and helping our youth, Lisa has coached both girls soccer and softball teams. She is also actively involved with Stand Up For Kids, a nationally recognized non-profit charity that works with our local homeless and at-risk youth since 2013. Lisa enjoys living in the Pacific Northwest and loves doing anything outdoors including snow boarding, mountain biking, wake surfing, hiking, gardening and rock climbing, to name a few favorites. Lisa’s strong work ethic, yet lighthearted attitude, makes her a wonderful asset to the Copper Financial team.