Bush, Polen & Associates

Bush, Polen & Associates is an independent financial services organization in Gig Harbor. Founded in 1985 by Tom Bush and Howard Polen, the firm is now led by the second generation, Scott Bush and Tim Polen. They operate with Raymond James Financial Services, providing resources and tools while maintaining a personalized approach to client relationships.

The team, which includes financial advisors Scott Bush, Tim Polen, and Tony Hauenstein, along with client service associates Bonnie Aubrey and Kym Carpenter, focuses on understanding individual client situations. They aim to develop customized financial plans rather than generic investment programs, designed to adapt to market changes and personal circumstances.

The firm offers comprehensive financial and investment planning services for various needs. These include wealth management, retirement planning, college funding, and estate planning. They also provide support for business planning, portfolio management, risk management, and alternative investments. Scott Bush, a CERTIFIED FINANCIAL PLANNER™, takes a detailed approach to help clients manage wealth and address tax liabilities.

Beyond their client work, team members are involved in the local community. Scott Bush has served as President of the Gig Harbor Midday Rotary and is a team captain for Relay for Life. Kym Carpenter also participates in the Bush Polen Relay for Life team and other local fundraising efforts.