Bryan Pettit Investment Advisor

With more than a decade of financial services experience, Bryan enjoys developing customized plans based on his knowledge of critical components, such as investments, Medicare, Long Term Care and the proper use of annuities.

Bryan’s holistic approach to understanding client’s changing needs and life experiences allows him to whole-heartedly serve as a trusted financial advisor who recognizes diverse needs and goals to effectively implement a personalized plan.

Bryan is registered as a securities professional holding series 7, 63, & 65. Additionally, he has Washington State Life, Health & Disability insurance licenses.

Serving is a core value of Bryans. He enjoys ministry and has decades of experience in various pastoral roles, including as a senior, youth and music pastor. As an avid outdoorsman, youth soccer coach and SMYSC volunteer, Bryan appreciates raising his three sons in the Pacific Northwest. He especially loves time with Elisha, who he married in 2002.

 

CAPSTONE RESPONSE TO COVID-19

We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
Call 360-570-9888 or e-mail capstonecare@capstoneig.net.
Your investment goals are important to us! With wisdom, discipline and understanding as a solid foundation, even as the Coronavirus situation changes, your value to us remains steady. Staying connected is more important than ever, so let us know how our CAPSTONE Team can best serve you.