Dave is a Fee-Only financial planner and Co-Founder of Cobalt Wealth Management. He has been a licensed registered representative for nearly 25 years, beginning his career as a stockbroker with a small regional firm, Freeman Welwood in 1994. Dave worked with individual investors, institutional clients and maintained a close relationship with the trading desk during his tenure at Freeman Welwood. He was promoted to Branch Manager/VP in 2001, and would go on to open and manage several Scottrade branches in his career. Dave is a financial professional and specializes in helping clients build financially secure futures by providing Fee-Only comprehensive financial planning and investment advice throughout Kitsap and Pierce counties including, Fox Island, Gig Harbor, and Port Orchard. 

Fee-Only financial planner and Co-Founder of Cobalt Wealth Management, Joshua has over 7 years of experience in the financial services industry, 9 years enlisted in the United States Coast Guard, and holds a bachelor's degree in Finance and an MBA in leadership. Joshua's primary responsibility is executive and business oversight, regulatory operations, personal financial advising, and portfolio management for x and y generation clients throughout Kitsap and Pierce counties including, Fox Island, Gig Harbor, Bremerton, and Port Orchard

Joshua has been married for 17 years and with two teenage boys playing lacrosse, he is actively involved in the youth lacrosse community in the Puget Sound Region. He is the Varsity Head Coach at South Kitsap High School, the president of the Kitsap Youth Lacrosse Association, and the director of Yetis Lacrosse. 

Currently, Joshua is working toward a Doctor of Business Administration degree with the City University of Seattle. 

Jordan got his career started in the brokerage industry interning at Scottrade Financial Services, while he earned his Bachelor’s degree from The University of Washington.  Upon graduation, he was promoted to a registered representative position.  His interest in new technology eventually led him to Precision Agriculture, where he worked to find new innovative technologies to add to his company’s portfolio of offerings.  This ultimately expanded beyond agriculture and drew him back into the financial-services field as a fee-only investment advisor.  Jordan seeks to help his clients achieve financial freedom through analysis, planning, and education.  In addition, he provides valuable insights into the opportunities of disruptive innovation technologies.  

Jordan has been married to his ambitious wife, Taylor, for 8 years and acts as executive board member and COO of the small start-up company that she leads.  He has two boys and enjoys running, biking, and riding his Triumph Motorcycles.

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