Oak Harbor, WA Office

Joel Servatius is a financial advisor with Transamerica Financial Advisors in Oak Harbor, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has served on the Oak Harbor City Council and the Greater Oak Harbor Chamber of Commerce and is the owner of Whidbey Ink, a silk screening business specializing in T-shirt design and production. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment options. The firm features proprietary and third-party model portfolios and operates as both a registered investment advisor and broker-dealer.

Patricia Cozine Cole is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has served on the North Whidbey Fire & Rescue Citizens' Advisory Committee and owns a business focused on purchasing, improving, and reselling foreclosed properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.