Our team has over four decades of combined experience in the financial industry. With two Certified Financial Planners (CFP®) and two Certified Public Accountants (CPA) on our team we have a more informed combination of professionals to guide you to pursue your financial goals in the most tax-efficient way possible.
LPL Financial and Gig Harbor Financial Services Inc. do not offer tax advice.
LPL Financial Planner
(253) 858-1145 x1
Inspired by the impact of budgeting in his own life, Doug began sharing the teachings of Ron Blue and Larry Burkett nearly 40 years ago. He believes in the power of cash flow management built on emotional contentment to help people experience peace in their family finances.
Both Pacific Northwest natives, Doug and his wife Lu have two grown children and and five grandchildren. They invest a lot of time in their grandchildren whose help they often employ to pick blueberries in their backyard garden.
Doug founded Collier, Heggerness, and Bronk CPA's in his home office in 1983 and built the company through specialization in personal finance, small businesses, churches, and nonprofits. Over the past 35 years, Doug has participated in several successful business startups, coached entrepreneurs, consulted dozens of churches, and taught personal finance to thousands of individuals. Doug became a financial advisor in 2000 and recently retired from most of his CPA work to focus on helping individuals and families plan and pursue their financial goals.
Doug and his son Josh traveled together to Liberia in 1997 and since then Doug has been on over 25 mission trips with Serve The Children to Liberia, India, and Zambia. He volunteers teaching children Tae Kwon Do, serving in his local church, and coaching couples in budgeting and debt management.
He is registered to sell Securities through LPL Financial in the following state(s): AZ, CA, GA, ID, NM, OR, TX and WA. He is also licensed to sell insurance, annuities and long-term care in Washington.
Frequently Asked Questions
Investment Policy Statement
Putting your money to work for you means more than investing to Josh. It means proactively giving your dollars a job to work for your life goals. Believing that financial planning should be simple and effective, Josh developed the one-page financial plan that he and Doug use in their financial planning process.
Josh began his career in the non-profit sector where he focused on fundraising and leadership. His roles included Development and Communications Director for Tacoma Youth For Christ and Executive Director for Youth For Christ in San Diego. In 2018, Josh transitioned his passion for helping people express their values through financial stewardship to his current role as an LPL Financial Planner. Josh is involved in several local non-profits and also works as a fundraising event emcee.
Josh loves pizza movie night with his kids, a good coffee paired with a good book, rock climbing, and likes to live a balance between being cozy on the couch and hiking a trail.
Registered to offer securities through LPL Financial in the states of WA and OR, licensed to sell insurance in the state of WA.
Investment Policy Statement
Wealth Management Advisor
Brian currently operates and manages his Wealth Management practice as a dually certified and licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) which allows him to provide specific individualized advice and recommendations that take in account all aspects of clients situation.
Brian started his professional career back in 2004 at Moss Adams LLP (CPA Firm) in Tacoma after graduating from Pacific Lutheran University, with two undergraduate degrees (Bachelor Degree in Business Administration with an Accounting Concentration and Bachelor's of Science in Economics). After six years working in the accounting and tax world, he decided to pursue his securities licenses. In January 2011 he became full securities licensed (Series 7 and Series 66) so he could start working with clients as both their CPA and as their Financial Advisor. In December 2019, he also became a Certified Financial Planner (CFP®) and expanded financial advisory practice to be a full service Wealth Management practice.
Brian focuses on developing and maintaining long-term relationships with clients based on trust. He believes spending time and getting to know each client's personal and financial story is one of the most important factors in helping clients achieve their personal and financial goals. He is able to provide a full assortment of individualized financial planning and investment strategies for clients.
Brian and his wife, Erica live in Pierce County are proud parents of their two children. He enjoys spending time with his family and friends, playing golf, traveling, cooking and volunteering.
Registered to sell Securities in the following state(s): AL, AZ, CA, CO, IA, IL, MI, MN, MT, NV, OR, TN, TX, VA, WA, & WI.Insurance license(s) AZ, CO, NV, OR & WA