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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 Advisory Representative. 

Don Cox

Founder, Principal, Investment Advisory Representative 

Brian Cox

Principal, Investment Advisory 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 Advisory Representative.

Pam Sutton

Operations Manager for the Port Orchard and Gig Harbor offices.

Jane Hawley

Jane Hawley is the Operations Manager at Pacific Asset Management of Shelton, LLC office.

Eric McGinnis

Investment Advisory Representative. Eric McGinnis joined Pacific Asset Management as an Investment Advisor in January of 2015

Joshua Morin

Principal, Investment Advisory Representative. Joshua Morin joined Pacific Asset Management as a licensed financial advisor representative in January of 2015