The right path toward retirement

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Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dennis-Chris-Zocco

    Dennis "Chris" Zocco, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • LA
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY
    Chris has provided comprehensive financial planning and asset management for 16 years. Chris began his career in financial advising in 1994 with Piper Jaffray, which later evolved into UBS Financial Services Inc. An active participant in continuing education, he attended Seattle University, gaining a bachelors degree of finance. He went on to gain his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2002 and a masters of science with an emphasis in financial planning in 2007. Chris has participated in the UBS Wealth Advisor training program for elite advisors.

      • Seattle University, Bachelors of Finance
      • Certified Portfolio Manager®
      1145 Broadway Plaza
      14th Floor
      Tacoma, WA 98402
    • Michael-Mike-Silvernagel

      Michael Silvernagel

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • KY
      • MA
      • MN
      • MS
      • MT
      • NJ
      • NM
      • NV
      • OH
      • OR
      • PA
      • SD
      • TX
      • VA
      • WA
      • WI
      Mike began his career in 1986 with Shearson, Lehman, and Hutton. He joined UBS in 2007, after it acquired McDonald Investments, where he had worked for the previous 14 years. In total, Mike has more than 25 years of experience in Wealth Management. He is a FINRA-Registered General Securities Representative, holds life insurance and variable annuity licenses. Mike has achieved the Wealth Advisor designation offered only to elite advisors. He received a B.S. degree in business administration from the University of North Dakota.

        • University of North Dakota, B.S. in Business Administration
          1145 Broadway Plaza
          14th Floor
          Tacoma, WA 98402
        • Perry-Menard

          Perry P. Menard

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • IN
          • LA
          • MA
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NV
          • NY
          • OK
          • OR
          • PA
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY
          Perry has been providing advice on asset management and planning for 14 years. After 10 years marketing agriculture products worldwide, Perry began his financial services career with Minneapolis based Dain Bosworth. He then moved to Piper Jaffray, which was acquired by UBS Financial Services Inc. in 2006. During his 14 years in the business, Perry has been a Branch Manager for Piper Jaffray, as well as a Branch and Complex Manager for UBS. He returned to advising clients on a full time basis in 2008. Perry received a BS in Agriculture Economics from Washington State University.

            • Washington State University, B.S. in Agriculture Economics
              1145 Broadway Plaza
              14th Floor
              Tacoma, WA 98402
            • Dyan-Buehring

              Dyan Buehring

              Senior Client Associate

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              • HI
              • MO
              • WA
              • WI

              Dyan brings 25 years of financial service experience to Harbor Wealth Consulting Group and has worked with team members dating back to 1995. Dyan is currently a Senior Registered Client Service Associate. She previously held positions as Operations Manager for Piper Jaffray and was the Complex Operations Manager for UBS Financial Services Inc. Dyan holds the Series 7, 66, 9 and 10 security licenses.

                    1145 Broadway Plaza
                    14th Floor
                    Tacoma, WA 98402

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

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                  UBS is a world-leading wealth manager