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.

 

GOVERNOR INSLEE HAS LIFTED COVID MANDATES
EFFECTIVE MARCH 12, 2022

CAPSTONE is committed to caring for our clients through all seasons and challenges. Our focus is to keep our clients, team and community safe at all times. We continue to honor your preference for in-office, phone or Zoom meetings. Please let our committed team know how we can serve you best! Our lobby is open!
Monday – Thursday 8am – 5pm and Friday’s 8am – 3pm
Call 360-570-9888 or e-mail capstonecare@capstoneig.net to schedule your next meeting.