About

Your Vision. Our Focus.

 
 
 
 

Our Story

Our practice began in 1973, and close to 50 years later, our Gould family extends far beyond those who share our name. Over the last three decades, we’ve worked with our clients across generations, with children and grandchildren, honoring the value of their legacies and providing the kind of personal service we’d like to receive ourselves. We invest alongside our clients, using the same tools and strategies, and you can rely on us to answer the phone when you call. Our team is family, our clients are family, and our community is family. That’s how we treat every relationship and portfolio—with integrity, care, and respect.

 
 
 

Our Team


 
 

Jennifer A. Emmons Carlson

Headshot of Jennifer
 

Client Relationship Manager & Chief Compliance Officer


Our clients are important to us. We care about them, their families, their dreams, and I want them to know it, every day.


Since beginning her career in November 2000 as a Financial Advisor, Jennifer’s passion has been around the client experience. When she joined Charles, John, and Gary in 2007, she knew she’d found a team that shared that passion and valued the importance of evaluating and analyzing the details of the client experience as much as she did. Jennifer brings new meaning to attentiveness, minding the details, and care in support of an enjoyable experience for every one of our clients.

Jennifer holds a Bachelor of Arts in Business Administration from University of Washington | Tacoma’s Milgard School of Business. Outside of the office, she enjoys skiing, hiking, and traveling with her husband and three children.

 
 

 
 

Gary M. Gould, CIMA®

 

Partner


Wealth encompasses planning, strategy, and long-term resilience. You are a spender of money, but you are a custodian, a steward, a shepherd of wealth.


With 20 years of investment management experience, Gary is most fascinated by the influence of psychology on investor behavior—how it influences decisions and preferences, relationships and reactions. His approach to advising is highly personal, and he strives to guide clients along their financial paths with empathy, education, and a passion for moving toward a better future for all.

Gary is a Certified Investment Management Analyst (certified by The Wharton School, University of Pennsylvania & The Investments & Wealth Institute). When he’s not in the office, he enjoys any activity that keeps him moving—in the outdoors and abroad.

 
 

 
 

John M. Gould III

 

Partner


Our clients come first. They’re like family, and I treat them like my own.


A Bellarmine Preparatory High School and Washington State University alumni, John takes great pride in his home-grown Tacoma roots. In his 25 years of experience in wealth management and investment strategy, he has found that the most rewarding part of what he does is taking the burden of the investment process off of clients’ shoulders so they can enjoy life with a greater sense of ease. In his client relationships, he prioritizes understanding and patience, along with generous communication, ensuring that all are well taken care of and informed.

In his free time, you will find him exercising, or seeking adventure (including the culinary kind) with his kids.

 
 

 
 

Charles J. Gould

 

PartneR Emeritus


Capital can be used to move your family forward in life. When it's properly protected and cared for, wealth isn’t something that wakes you up at night. It’s something you can take comfort in, and that’s how it should be.


Prior to his 47 years of experience managing investments and ushering clients through a wide variety of market conditions, Charles logged three thousand hours as a fixed-wing aircraft and helicopter pilot and attained highest rank as a US Army Captain. A dedicated, loyal leader by nature, Charles is committed to providing superior client service, imparting his wisdom and expertise to strategic recommendations at every opportunity. Charles has also completed several executive education programs at Harvard Business School and University of Chicago’s Booth School of Business.

Charles loves being able to work alongside his sons to secure prosperous financial futures for all of Gould’s clients. When he isn’t working, he also enjoys downhill skiing, riding motorcycles, and, most of all, spending time with his wife, Elaine, to whom he has been married for 50 years.

 

How can we support your financial vision?