Wealth Management   •   Investment Consulting   •   Retirement Planning  
ABOUT US | Meet Our Team

Stephanie Gale
Investment Executive, Investment Advisor Representative

Stephanie Gale began working in the international bond markets in 1983 after graduating with honors from Barnard College at Columbia University. As vice president in the Global Sales and Trading Division of J.P. Morgan Securities, London, she advised European central banks, Fortune 500 pension funds, and Wall Street mutual fund managers on their investments. Currently, Stephanie brings to private investors her extensive experience in market analysis and portfolio optimization, using risk-return analysis to structure each investment portfolio for optimal performance.

Stephanie is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network and a Life and Disability Insurance Agent who can provide a full range of investment and financial planning opportunities and guidance.

Sailing is one of Stephanie's true loves. She and her husband cruised aboard their ketch in Europe and the Caribbean before being lured to Port Townsend. Stephanie is actively involved in our community. She is a founding board member of Jefferson Community School and has served on the boards of Bergita House, Swan School, and the organizing committee of the Jefferson County Community Foundation, where she serves on the Investment Committee. She also has a lifelong passion for the arts, especially music, literature, and dance.


Tom Dunkerton
Registered Financial Assistant


Tom Dunkerton graduated from Eureka College in Illinois with a degree in Business Administration. After serving six years in the United States Army, he worked for his father for several years in the automobile industry; later, he went into the restaurant business in Houston and Dallas, and in North Carolina, giving entrepreneurship a whirl.

Eventually, Tom moved to San Diego, California, and obtained his Series 7 and Series 63 financial licenses. After working for First Affiliated Securities, he planted roots at TD Waterhouse, where he was employed as a relationship manager for fifteen years.

Tom and his wife Laurie recently relocated to Port Townsend to pursue their interests in sailing, camping, fishing, gardening, music, and art. Tom joined Stephanie Gale as her assistant in fall of 2005. We cannot imagine getting by without him. In addition to a remarkable breadth of knowledge, he brings with him (daily!) no shortage of chuckles and good cheer.




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