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| Investment Management Financial Planning Risk Protection If you are looking for confidence in how your comfort with the people who provide your advice, call us at 253.534.8888. |
ABOUT US
The three principals of Brooks, Hughes & Jones combine to bring decades of
investment industry experience and insight to a limited number of client relationships.
We work with all clients as a team to bring the best ideas of three professionals to
address your needs.
Brooks, Hughes & Jones was founded in 2009 upon the merger of The Harvey–Jones
Company and Financial Life Design.
The three principals of Brooks, Hughes & Jones combine to bring decades of
investment industry experience and insight to a limited number of client relationships.
We work with all clients as a team to bring the best ideas of three professionals to
address your needs.
Brooks, Hughes & Jones was founded in 2009 upon the merger of The Harvey–Jones
Company and Financial Life Design.
Nancy has over 20 years of experience managing investment
portfolios for a variety of clients. In 1985 she couldn’t find a financial
advisor who met her needs so she decided to become that advisor
for others. She focuses her efforts on client relationships with high-
touch service.
In 1987 Nancy formed The Harvey-Jones Company, a Registered
Investment Advisory firm, to provide financial planning and money
management expertise to a select clientele.
Nancy, a native of Seattle, graduated from Connecticut College with a degree in Art
History. She and her husband David raised their two sons on Dumas Bay in Federal
Way where they resided for 25 years. Since 1996 they have made their home in Friday
Harbor in the San Juan Islands where David has served as Mayor. They also spend
time with family and business at their condo on Seattle’s Lake Union.
Prior to becoming a financial services professional, Nancy was an elementary teacher
at Spring Valley Montessori School. She has volunteered extensively serving as Vice
Chair of the King County Arts Commission, Chair of the City of Federal Way Arts
Commission, and Chairman and financial officer of the San Juan County Land Bank.
History. She and her husband David raised their two sons on Dumas Bay in Federal
Way where they resided for 25 years. Since 1996 they have made their home in Friday
Harbor in the San Juan Islands where David has served as Mayor. They also spend
time with family and business at their condo on Seattle’s Lake Union.
Prior to becoming a financial services professional, Nancy was an elementary teacher
at Spring Valley Montessori School. She has volunteered extensively serving as Vice
Chair of the King County Arts Commission, Chair of the City of Federal Way Arts
Commission, and Chairman and financial officer of the San Juan County Land Bank.
Gary Brooks, CFP®, CRPC®
Gary leads the financial planning effort at BH&J. He works closely
with our clients to understand their goals, evaluate their
opportunities and design actionable plans to meet their objectives.
Gary has obtained the CERTIFIED FINANCIAL PLANNER™ and
Chartered Retirement Planning Counselor designations.
You may have seen Gary's monthly financial planning column in The
Gary leads the financial planning effort at BH&J. He works closely
with our clients to understand their goals, evaluate their
opportunities and design actionable plans to meet their objectives.
Gary has obtained the CERTIFIED FINANCIAL PLANNER™ and
Chartered Retirement Planning Counselor designations.
You may have seen Gary's monthly financial planning column in The
Tacoma News Tribune. Prior to the creation of Brooks, Hughes & Jones, Gary and Allyn
Hughes co-founded Financial Life Design. Gary also spent more than seven years at
Russell Investments.
Gary is a graduate of the University of Puget Sound and a member of the Financial
Planning Association. He holds committee and/or board member positions with the
Greater Tacoma Community Foundation and Univ. of Puget Sound Logger Club. He
also is a member of the Tacoma Athletic Commission.
Gary lives in University Place, WA, with his wife, Stephanie, and daughters, Riley and
Kaitlyn.
Hughes co-founded Financial Life Design. Gary also spent more than seven years at
Russell Investments.
Gary is a graduate of the University of Puget Sound and a member of the Financial
Planning Association. He holds committee and/or board member positions with the
Greater Tacoma Community Foundation and Univ. of Puget Sound Logger Club. He
also is a member of the Tacoma Athletic Commission.
Gary lives in University Place, WA, with his wife, Stephanie, and daughters, Riley and
Kaitlyn.
Allyn Hughes, CFP®, ChFC®, CLU®
Allyn is the primary investment manager at BH&J. He works with
clients to create personalized investment portfolios aligned with
each client’s goals. He also manages the insurance business of BH&J.
Allyn has earned two financial planning designations—CERTIFIED
FINANCIAL PLANNER™ and Chartered Financial Consultant®—and
the life insurance designation Chartered Life Underwriter®.
Allyn is the primary investment manager at BH&J. He works with
clients to create personalized investment portfolios aligned with
each client’s goals. He also manages the insurance business of BH&J.
Allyn has earned two financial planning designations—CERTIFIED
FINANCIAL PLANNER™ and Chartered Financial Consultant®—and
the life insurance designation Chartered Life Underwriter®.
Allyn received his MBA from San Francisco State University. He has more than 20 years
of experience working for investment firms in Washington and California.
A long-time animal advocate, Allyn is a member of the Finance Committee of the
Humane Society for Tacoma and Pierce County and is the Treasurer and a board
member of Coalition: Humane, a low-cost spay and neuter clinic in Tacoma. Allyn is
also a member of Tacoma's Sunrise Rotary where he chairs their World Community
Service committee.
He lives in Gig Harbor, WA, with his wife, Diana. His daughters, KC and Leslie attend
college in California.
of experience working for investment firms in Washington and California.
A long-time animal advocate, Allyn is a member of the Finance Committee of the
Humane Society for Tacoma and Pierce County and is the Treasurer and a board
member of Coalition: Humane, a low-cost spay and neuter clinic in Tacoma. Allyn is
also a member of Tacoma's Sunrise Rotary where he chairs their World Community
Service committee.
He lives in Gig Harbor, WA, with his wife, Diana. His daughters, KC and Leslie attend
college in California.
Copyright © 2009 Brooks, Hughes & Jones, Inc.. All rights reserved.
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
Brooks, Hughes & Jones is a Registered Investment Adviser.
Privacy Policy
Form ADV Part II
TACOMA 2112 North 30th Street, Suite B | Tacoma, WA 98403
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
FRIDAY HARBOR 255 Harrison Street | PO Box 2965 | Friday Harbor, WA 98250
253.534.8888 info@BHJadvisors.com
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Visit our blog
For recent investment and
planning insight, click on the
image.
For recent investment and
planning insight, click on the
image.
Brooks, Hughes & Jones, Inc. (BH&J) is a Washington state Registered Investment Adviser. BH&J and its representatives are in compliance with the current registration and notice
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
filing requirements imposed upon Registered Investment Advisers by the SEC and the states in which BH&J maintains clients.
BH&J's electronic communications via email newsletters, blog posts and its web site are limited to the dissemination of general information regarding its investment advisory services,
educational information or viewpoints. Published content should not be construed by any consumer and/or prospective client as personalized investment advice or a solicitation for
securities transactions. Individual clients investment strategies differ based on a variety of factors. Any subsequent, direct communication by BH&J representatives with a prospective
client regarding financial planning or investment advice shall be conducted by a partner that is registered, or exempt from registration, in the state where the prospective client resides.
Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed here will come to fruition.
For regulatory information pertaining to the registration status of BH&J, please see Form ADV Part II.
BH&J does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to BH&J's web site or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only.
