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.

Attorneys

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 Pittman

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.

Bryana Cross Bean

Attorney Bryana Cross Bean’s primary practice areas are estate planning, long-term care planning, elder law, and probate. She has been a practicing attorney in Washington since 2013 and has had her own practice since 2014. She holds memberships in the National Academy of Elder Law Attorneys (NAELA), the Washington State Bar Association (WSBA), Washington Senior Citizens Lobby, and Tacoma-Pierce County Bar Association (TPCBA). She is a board member of the Washington Academy of Elder Law Attorneys (WAELA) and is also an active participant in events in the elder care community in Pierce County.

Bryana was originally interested in becoming a physician and started down the pre-med track in college. She later realized that while she loved helping people, she did not love the science involved. After taking a number of public health classes, Ms. Bean became interested in health policy. That interest in health policy lead her into the legal field. After graduating the University of Washington with degrees in biology and history, she attended law school at Seattle University. There Bryana discovered that she was more interested in keeping clients out of court than doing to battle in court.

In her final year of law school, Bryana had the pleasure of working with an elderly couple who needed both estate planning and long-term care planning. She enjoyed sitting down with them and helping them make their lives better. This wonderful couple ended up being a significant influence in Ms. Bean’s career, and she has gone on to represent many people in similar situations.

Bryana currently lives in Bonney Lake with her husband, children, and pets. She enjoys gardening, hiking, and spending time with family.

Shannon R. Jones

Shannon R. Jones is a partner with Campbell Barnett PLLC, Puyallup’s longest established law firm, where she has over 22 years’ experience in estate planning, probate, and litigation involving trust and estate disputes.  She also handles general civil and real estate litigation, construction, commercial/business, and consumer litigation matters. 

Shannon is a member of the Tacoma Pierce County and Washington State Bar Associations, and also admitted to practice in federal court.

Shannon is a former Mel Korum YMCA Board Member, a Morgan Family YMCA Volunteer, and a founding member of South Sound 100 Women.

Shannon lives in the North End of Tacoma with her husband, RJ, and their two children.

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C.P.A.'s

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.

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Health Services

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.

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Elder Placement

Lori Marsh

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.