Garret Wong, ChFC

Chartered Financial Consultant

Garret is a Chartered Financial Consultant designee of The American College and has over 30 years of experience in financial planning. Garret maintains securities licenses as well as licenses for life, health, and disability insurance.

Garret is a Registered Representative of KMS Financial Services, Inc. He and his staff provide a full range of fee based financial planning services with the option of carrying through with implementation of the plan if so desired by the client.

Garret's operational philosophy empowers clients to explore and prioritize their goals and make informed decisions to reach those goals. He encourages the team approach to planning, which may involve the services of other professionals including accountants and attorneys.

Garret is a past member of the Municipality of Anchorage Budget Advisory Commission. Garret has also served as past president of the Anchorage East Rotary Club, Alaska World Affairs Council, Alaska Chapter of Financial Service Professionals, the Anchorage Estate Planning Council, and the Anchorage Downtown Partnership.

Garret earned his B.S. degree in Finance from Santa Clara University and his master's degree in Commerce and Legal Studies from Gonzaga University.

Barbara K. Wong

Licensed Sales Assistant

Barbara is a Registered Representative of KMS Financial Services. Barbara has over 21 years of experience in the financial services industry.

Barbara believes in the importance of community and professional service and has served as a board member and president of the Alaska Association of Health Underwriters and Holy Spirit Center. Barbara also served on the Board of Directors for the Western Alaska Council Boy Scouts of America and Zonta Club of Anchorage.