Pacific Asset Management Team
Pacific Asset Management is an SEC Registered Investment Advisor (RIA) firm providing investment management and financial planning services.
Our team is committed to providing more than just prudent wealth management services. We are independent financial advisors who work directly with individuals and families to help them identify and achieve their long term financial goals. Our combined years of education, experience, and credentials mean that we are uniquely qualified to assist you.
We believe there is no greater wealth than peace of mind.
Gary Lucy, CFP
Founder, Principal, Investment Advisor Representative. →
Founder, Principal, Investment Advisor Representative →
Principal, Investment Advisor Representative. Brian Cox joined Pacific Asset Management in 2007. →
Don Gardner, CPA, CFP
In 2001 Donald Gardner partnered with Pacific Asset Management as an Investment Advisor Representative. →
Operations Manager for the Port Orchard and Gig Harbor offices. →
Jane Hawley is the Operations Manager at Pacific Asset Management of Shelton, LLC office. →
Investment Adviser Representative. Eric McGinnis joined Pacific Asset Management as an Investment Advisor in January of 2015 →
Principal, Investment Advisor Representative. Joshua Morin joined Pacific Asset Management as a licensed financial advisor representative in January of 2015 →