Expertise you can count on



With comprehensive financial planning as the backbone of our practice, The Quantum Group is comprised of a team of integrated thinkers—specialists in virtually every discipline, including investment management, lending, risk management, structured finance, philanthropy and legacy planning. We ensure that every client understands the thought process behind our solutions through our customized approach and proactive communication.

Gary Alan Barss
Gary Alan Barss

Senior Vice President – Wealth Management


Stephen F. Fairfax
Stephen F. Fairfax

Senior Vice President – Wealth Management


Kelvin Bohrer
Kelvin Bohrer

Senior Vice President – Wealth Management


Kelly Gunderson
Kelly Gunderson, CFP®

Senior Vice President – Wealth Management


Jason Erik Tvedt
Jason Erik Tvedt

Financial Advisor


Janetta Moorehead
Janetta Moorehead

Senior Client Service Associate


Janis Marie Shipman
Janis Marie Shipman

Senior Client Service Associate



The Quantum Group

1145 Broadway
Suite 1400
Tacoma, WA 98402

800-754-5670
253-292-4165


Gary Alan Barss

Senior Vice President – Wealth Management
Stephen F. Fairfax

Senior Vice President – Wealth Management
Kelvin Bohrer

Senior Vice President – Wealth Management
Kelly Gunderson, CFP®

Senior Vice President – Wealth Management
Jason Erik Tvedt

Financial Advisor
Janetta Moorehead

Senior Client Service Associate
Janis Marie Shipman

Senior Client Service Associate
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