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Spanaway Branch

PCB customers - limited branch services

 

Local Experts and Services


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Rebecca Schmid Branch Manager
phone: 253-539-3094
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Rachael A Lopez Branch Supervisor
phone: 253-539-3094
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Chas Wilson VP, Senior Financial Advisor
phone: 253-396-6905

The cornerstone of Chas’ relationships with his clients is recognizing that everyone’s economic and life situations are unique. His customized service is essential when matching clients with the right financial products and services. He believes in working cooperatively to develop unique, personal goals to use as the foundation of a strong financial plan. From there, Chas takes a serious, long-term, and disciplined approach to meeting objectives, while providing sound risk management along the way.

Chas earned his Bachelor of Science in English and Foreign Languages from Cameron University and his Master of Arts in National Security Affairs from the United State Naval Postgraduate School. After 24 years of dedicated service, he retired from the United States Army in 2000, having earned the rank of Lieutenant Colonel.

Chas has been a resident of Tacoma for the past eight years. He is a lifetime member of Veterans of Foreign Wars and an active volunteer for 4US.

1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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