Associates

 

 

George R. Pierce
LPL Registered Principal,  CERTIFIED FINANCIAL PLANNER TM


George R. Pierce is a fourth generation resident of Seattle, Washington. George's great-grandmother, Sena Jorgenson came to the Northwest from Albert Lea, MN in the 1880's when Washington was still a territory.  George grew up in the Seattle area and, following a two year stint in the U.S. Army during the Vietnam War, graduated from the University of Washington with a degree in Accounting.

George's career in the investment business began in 1983 with a small regional broker/dealer.  George thrived in his position with the firm and quickly ascended to the position of Vice President.  In 1988, disenchanted with his firm’s emphasis on profits (often to the detriment of his clients), George struck out on his own.  It wasn’t easy but the business he started was one that better conformed to his ideas about client service and unbiased investment advice.  Following this business model George has avoided the inherent conflicts of interest found so commonly in the larger brokerage firms.  Today, George’s vision of providing unparalleled service and advice has become a reality with a team of seasoned professionals, equally committed to the mission. Simply stated, the team’s vision is “to provide an unparalleled level of personalized service, coupled with long-term investment results that meet or exceed our client’s expectations for a fulfilling and satisfying life. 

           
Today, George lives in the Seattle area with his wife Cindy, their children George and Sophia, and dogs, Chester and Bella.  Both George & Cindy are actively involved in their community.  George volunteers at the Fred Hutchinson Cancer Research Center’s “Hutch School” and advises a local church endowment fund.  Cindy, a cancer survivor, also volunteers at “The Hutch” and teaches Sunday school at the Magnolia Lutheran Church in Seattle.  


In addition to their community interests, George & Cindy enjoy family time, entertaining friends, travel, visiting the Grandparents, and Mariners baseball. 

 

 Ross Snyer                        CERTIFIED FINANCIAL PLANNER TM, CPA

Ross joined the firm in January 2007 after his move from Phoenix the prior year.  Ross is originally from the Denver area, and started his career there in 1986 as a CPA with a focus on auditing.  He still maintains his Colorado CPA license.  Ross migrated from the accounting world to finance in 2001, obtaining his Certified Financial Planner designation.  He has since added the CPA/Personal Financial Specialist and Series 24, among other licenses and credentials.

Ross defines his role with George as multi-faceted, but chief among these is to be as interchangeable as possible with George so that our clients can have an additional resource to turn to.  In his free time, Ross and his wife, Michele, enjoy traveling whenever possible to destinations around the world.

 Elaina Moldskred
CERTIFIED FINANCIAL PLANNERTM

Elaina joined our team in August of 2006. Her primary roles include advising clients, portfolio management, financial planning and acting as the insurance coordinator in the office.  She is also responsible for ensuring all our databases are up-to-date and assists in processing trades and money requests.

Elaina is CERTIFIED FINANCIAL PLANNERTM and maintains FINRA Series 7 and 63 registrations through LPL Financial. Additionally, she holds licenses for Life, Disability, Long Term Care and Variable Insurance.  She graduated from the University of Washington with duel degrees in Finance and Marketing.

In her free time, Elaina likes to visit with her family and friends.  She is very active and loves traveling and all types of outdoor activities.
 

Thomas W. Owen Jr.        Registered Principal

Tom Owen & George Pierce have been colleagues since the beginnings of their professional securities industry association at Washington Mutual in the early 1980s.

Tom provides securities selection and investment advice to his established clients.  He is also continuing to expand his role in the analysis and selection of the common stocks of northwest companies for those client accounts that he and George manage together.

Tom holds a bachelor’s degree in economics as well as his series 7, 24, and 63 securities registrations through LPL Financial.
 

 

Valerie Wilson
 Office Manager

Valerie came to George R. Pierce & Associates after an 18 year career at Merrill Lynch. Valerie will manage the day-to-day operations of our growing practice.  She will also be coordinating the flow of information to our clients as well as between staff members.  Valerie holds her Series 7 and 66 securities registrations through LPL Financial.

Valerie is a Northwest native.  She and her husband Mark moved to Seattle in 1988 from Battle Ground, Washington.  They live with their 3 rescued pit bulls Melody, Buster Brown and Otis who are the light of their lives.  Valerie enjoys hiking with the dogs, gardening and rubber stamping.  

Kasie Nevers
LPL Registered Assistant

Kasie joined our firm in January of 2003. She has professional experience in the financial services industry since 1997.   She was previously with a national Wall Street brokerage firm where she assisted several highly successful financial advisors who relied on her efficiency, organizational abilities and great rapport with clients.  She holds her NASD series 7 and 63 registrations through LPL Financial, as well as her Life, Disability, Long-Term Care and Variable Insurance Licenses.

Kasie is from Auburn, Washington, where she spent her youth studying and competing in athletics as a gymnast.  She also spent time touring Europe and North Africa after finishing school.  In addition to her financial accomplishments, she is also a licensed massage therapist who enjoys making candles, spending time with friends and her two kitties Sebastian and Finnegan and doggie Buckley.  She is engaged to be married and is busy planning a wedding for December of 2010.
 

Tara Cancro
Administrative Assistant

Tara joined our team in the fall of 2007.  She has a degree in Business Administration from Bucknell University and comes to us from the transportation industry where she held project management  and sales positions with UPS and British Airways. 

She leads an active life filled with volleyball, skiing and spending time with her family and entertaining friends. Tara is proud to call herself a Seattle Native.

 

 

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