We are here for you.
Our mission is to be the most trusted financial advising firm in the South Sound, building strong relationships with clients using research, education, and transparency to demystify finances and drive success.
Aaron Palmer, CFP®
Financial Advisor & Managing Partner
Aaron has a passion for demystifying the world of financial strategy for people from every walk of life. This passion started with his own schooling. He earned his BA in Business from Pacific Lutheran University where he discovered a love for finance and accounting. After graduating in 2004, he immediately got to work as a financial advisor. Aaron lives in Tacoma with his wife, Heidi, their son, Carson, and their new baby girl, Parker. They love to travel, take walks, and play golf. CA Insurance License #0H89333
Jeffrey McIntosh, QPFC®
Financial Professional
Jeffrey is dedicated to guiding clients down a path for success. His dedication stems from his personal experience as a founder of multiple startup companies, both stateside and overseas. His experience and knowledge are the perfect combination to provide our clients with guidance on a path to achieving their unique goals. When stepping away from work, Jeffrey enjoys spending time with his wife, hiking, traveling overseas, indulging in Pu-erh tea, and reading as many books as he can. CA Insurance License #4189959
Rachel Moore
Office Manager
Rachel is the “nerve center” of Bright Harbor! Office Manager since 2013, we rely on her to keep our office running smoothly. She is the pleasant voice you hear when you’re scheduling your appointments and is involved in each step of every process that makes our firm a step above the rest. A few of her daily duties include helping new and existing clients with new accounts and rollovers, handling contributions and withdrawals, and processing service forms. She and her husband have four sons and two German Shepherds. When she’s not here, she enjoys camping and spending time with her family.
Lindsey Lewis
Client Services Specialist
Most of Lindsey’s day goes toward making sure meetings with clients run smoothly. She enters your data into our financial planning tools, maintains your files, and makes sure your service forms get processed quickly and precisely. Our web guru and champion of philanthropy, she is a driving force behind our presence online and in the community. Lindsey received her Bachelor of Science in Business Administration and Management in 2003. Outside of work, Lindsey enjoys working on many home projects and spending time with her husband and three, incredible children.
Are you retirement ready?
Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our comprehensive approach, we develop your personalized retirement strategy that addresses your individual needs and goals, both short and long-term.
