Meet The Team

Mike Dunbar

Principal

Mike has served his Financial Planning clients since 1982. Mike enjoys working with individuals, corporate executives and business owners focusing on investment, wealth management and financial planning issues.

Mike believes strongly in the “Fiduciary Standard” in all areas of financial planning. That standard requires a Certified Financial Planner to always put the needs of the client first.

Mike has been married for 40 years to Liz Begert Dunbar, retired Deputy Secretary, Department of Social and Health Services for the State of Washington, and retired Executive Director of Tacoma Community House. Mike has two grown children and has lived in the Tacoma area since 1977.

Education

  • Certified Financial Planner, 1987-July 2023
  • BA in Business and BS in Psychology from Washington State University

Professional/Community

  • Member of the Financial Planning Association of South Puget Sound
  • Member of the Rotary Club of Tacoma #8 (joined 1992)
    • Rotarian of the Year (2000)
    • Club President (2003-2004)
    • Board of Directors (2002-2005)
    • Rotary District 5020 Youth Exchange Board (1996-2002)

Community Boards

  • American Hearth Association
  • Safe Streets Campaign
  • The Greater Tacoma Community Foundation (Investment Committee)
  • Boys and Girls Club of South Puget Sound
  • Multicare Health Systems Foundation Board
  • Lindquist Dental Clinics for Children
  • St. Theresa’s Parish Finance
  • Puget Sound Chapter of the Institute of Certified Financial Planners

When Not Working, Mike enjoys…

  • Family
  • Community service
  • Wellness
  • Travel
  • Life long learning