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At Edgecombe and Coplin, we provide a network of strategic partners and relationships to help you with the other elements of your planning including legal, tax and accounting, health insurance, and senior housing.
Contact us today if you are interested in connecting with the following resources.
The following professionals are independent and not affiliated with Edgecombe and Coplin or USA Financial Securities.
Gary heads PPA Law Group, PLLC, and an affiliate company of Panagiotu Pension Advisors, Inc. He has over 25 years of experience providing a broad range of business, real estate, legal and personal estate planning counsel to large corporations, family businesses and individual clients.
Gary is a 1980 graduate of Northwestern School of Law at Lewis and Clark College. He earned his B.A. in 1973 from Ohio State University.
Gary is a frequent speaker on topics of estate and tax planning.
Charles W. Dent
Charles advises clients on a broad range of transactional matters, to help them select the best structure for doing business. He also assists clients in structuring, negotiating and documenting the terms of business arrangements necessary for the ongoing operation and expansion of their businesses. Charles has extensive experience in operating agreements, distribution agreements, employment agreements and shareholder agreements.
Charles believes in helping you efficiently and affordably. He doesn't charge for routine phone calls, and he doesn't charge to read or answer e-mails. He speaks English and not “legalese,” and always maintains a casual style and strives to provide practical advice and fair value in exchange for the fees that he charges.
Bob founded his practice in 1989 after many years as corporate general counsel in the Seattle area. Bob limits his practice to estate planning.
Bob has served on the Member Advisory Board of the National Network of Estate Planning Attorneys (2004-2010), as President of the Tacoma Estate Planning Council (2007-2008), and as President of the South Sound Chapter of the Society of Financial Service Professionals (2008-2009). Bob is a frequent speaker on estate planning issues and regularly works with individuals and families in developing their estate plans, using his Guidebook Planning Process. Bob is a graduate of the University Of Washington Law School and an advanced studies graduate of the Esperti Peterson Institute.
Bob Pittman originated and hosted Legal Line with Bob Pittman, a call-in legal advice radio talk show for CBS affiliate KIRO Radio in Seattle, Washington, for many years. For his work on the air, Bob received the Consumer and the Law Journalism Award from the Washington State Trial Lawyers Association, was honored by the Washington State Supreme Court in a special Court Resolution, and received the Excellence in Legal Journalism Award from the Washington State Bar Association. As an adjunct to his work on the air, Bob has founded Legal Line Educational Foundation to provide legal and financial education to the public.
For tax preparation in Puyallup, Washington, you can count on Alan E. Norwood, C.P.A. at Alan E Norwood, C.P.A.. Alan E. Norwood, C.P.A. assists taxpayers and small businesses with taxes in Puyallup, Washington and the surrounding communities. Whether you are an individual or a local business in or around Puyallup, Washington, Alan E. Norwood, C.P.A. has years of valuable experience as an IRS registered tax preparer.
Gary Lynn Ward
For years, Gary Lynn Ward, C.P.A., P.S. has been providing quality, personalized financial guidance to local individuals and businesses. His experience ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Gary Lynn Ward, C.P.A., P.S. is one of the leading firms in and throughout the area. By combining his knowledge, experience and the team mentality of his staff, he assures that every client receives the close analysis and attention they deserve. Their dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason their client base returns year after year.
Robert L. May
Robert L May& Associates provides clear and concise guidance and understanding regarding group or individual health insurance plans, short term health insurance, international health insurance, and beyond.
If you find yourself in need of a quality life insurance plan, individual or group medical plan, long term care plan, or disability insurance; give Robert L May & Associates a call today!
Bob grew up in Puyallup and even graduated from our local Puyallup High School. He then proceeded to attend both WSU and University of Washington, graduating from UW with a degree in Forest Management.
After gaining 23 years of experience in the health insurance industry, Bob started his own company, naming it Robert L May & Associates Inc.
Now, offering his client’s 30 years of experience in the health insurance industry, Bob is proud to be one of the best in the business at helping clients reduce cost, and increase the quality of their coverage.
Qualified Planned Services
Third Party Administrator: Tony Panagiotu
Tony is President of Panagiotu Pension Advisors, Inc., and leads the firm's Retirement Plan Division. Tony is an Attorney and CPA, and graduated from the University Of Puget Sound School Of Law in 1984 where he also earned his undergraduate degree in 1981. Tony focuses his expertise on creating customized retirement plans for clients ranging from small, closely held companies and professional practices to large NYSE companies.
Tony is a frequent lecturer and conducts annual professional seminars for CPAs, attorneys and clients on various topics related to retirement plan law and plan administration. He is also the 2012 recipient of the University of Washington, Milgard School of Business Small Business Leader of the Year award.
I have been in the mortgage business since 2013, deciding after the purchase of our home two years ago that the process was simply too stressful and impersonal. Purchasing a home, whether it is your first or fifth, is a big decision, and can present challenges. I believe that my role is to make the process easier, more personal, and positive. I value the relationships I am lucky enough to cultivate with my clients and the agents I work with. There is no better phone call to make than calling a client to congratulate them on their new home.
As a lifelong resident of the Pacific Northwest, I have a deep knowledge of--and love for--this area. My three teenagers, husband, and I live in Auburn, after more than 16 years as residents in Puyallup. We love the unlimited options the Pacific Northwest offers for outdoor activity, whether it is running by the river, playing soccer, or going to the beach or mountains for the weekend. This is an incredibly beautiful part of the world, and we are lucky to call it home.
My name is Lori Marsh. I am the owner of Restoring Hope a placement agency for our elderly. I assist with placement of your elder loved one to find a new place to call home, assisted living, memory care, or an adult family home. I serve King, Pierce, Kitsap and Thurston Counties.
Prior to starting Restoring Hope, I had 11+ years of experience working with seniors in Assisted Living, Home Care, Home Health and Placement.
Restoring Hope is a FREE service as we are contracted with the places we show. We receive a fee from the location after the placement of your loved one. We make the calls, set all the appointments and will tour with you. We assist with the very best placement geographically, and financially that fits your needs. We have many resources available as well, which include really great home care companies, home alterations, Vet programs, medical equipment, downsizing, moving and more.
Choice Advisory Services
CHOICE is a senior housing & care referral agency helping seniors free of charge to know what housing and care options exist. CHOICE specializes in providing personalized referrals for senior housing, senior care, and in-home care services by matching your specific needs with the most suitable resources in your area. From the options that CHOICE defines for you, you can either have a CHOICE Housing & Care Advisor accompany you on your visits to these providers or you can contact them on your own. If it's in-home services you are needing, CHOICE can be there for the first meeting with the provider, too.
Working with CHOICE, you'll have the confidence that you have all the right information to make educated decisions. Whether you're choosing to remain in your own home with in-home services, move to a senior community or need financial advice, CHOICE is there to help.