BECU Investment Services Team

BECU Investment Services

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Rick Nelson, Financial Advisor, LPL Financial

Rick Nelson

Financial Advisor, LPL Financial

Coverage areas: Everett and Lynnwood

Email: rick.nelson@becu.org

Phone: 425-609-5438

Rick brings over 36 years of experience in financial services to help BECU members make informed investment decisions.

Whether you are investing for retirement, educational expenses, or 401k rollover services, Rick delivers a full range of investment planning strategies tailored to your unique financial needs. He holds Series 7, 63, and 65 Securities Registrations held with LPL financial and life and disability licenses.

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Steve Vertrees

Steve Vertrees

Wealth Advisor, LPL Financial

Coverage areas: Tukwila

Email: steve.vertrees@becu.org

Phone: 206-812-5196

Steve's goal is to help simplify the retirement process for credit union members. He enjoys helping investors develop wealth accumulation, asset optimization and investment strategies. Learn more

He also specializes in 401(k), 403(b), the Boeing 401(k) and the Boeing Executive Compensation Program.

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Jason Pang

Jason Pang

Financial Advisor, LPL Financial

Coverage areas: Everett and the South Snohomish County I-5 corridor.

Email: jason.pang@becu.org

Phone: 425-609-5493

Jason has been in the investment industry for more than 18 years. His areas of experience include financial planning, retirement planning, 401(k) and 403(b) rollover services, VIP, Traditional IRA’s, Roth IRA’s and fixed income strategies.

Jason graduated from the University of Washington with a Bachelor’s degree in psychology. He holds a Series 7, 63, 65, and Life and Disability Insurance with LPL Financial.

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Jeff Lavezzi

Jeff Lavezzi

Financial Advisor, LPL Financial

Coverage areas: Sammamish, Redmond, Newcastle, Bellevue, and Issaquah

Email: jeff.lavezzi@becu.org

Phone: 206-812-5252

Jeff is passionate about helping BECU members manage their financial future. He takes a personal interest in his clients' needs and tailors an investment strategy appropriate for their risk profile. Learn More

Jeff has over 21 years of experience specializing in retirement planning, with a focus on fixed income strategies and 401(k), Boeing 401(k) Plan, and 403(b) distribution services. He holds Series 7, 63 and 65 securities registrations with LPL Financial as well as Washington State Life and Disability Insurance licenses.

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Jaime Suarez

Jaime Suárez

Wealth Advisor, LPL Financial

Coverage areas: Everett, Seattle and Bellevue

Email: jaime.suarez@becu.org

Phone: 425-609-5410

Jaime has over 20-years' experience advising individuals on growth and protection strategies with a Graduate Certificate in Personal Financial Planning. He offers fiduciary portfolio management and conservative investments options for retirees seeking low volatility. Learn More

He is experienced with IRAs, 401(k), 403(b), Pension, PERS, TRS, SERS, FERS, SCERS and 457(b) plans and holds securities licenses in over 20 states, as well as insurance licenses.

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Matt Wahlman

Matt Wahlman

Financial Advisor, LPL Financial

Coverage areas: Sammamish, Redmond, Newcastle, Bellevue, and Issaquah

Email: matt.wahlman@becu.org

Phone: 206-812-5238

Matt has been in the investment management industry for over 22 years. He builds enduring relationships, taking a personalized approach to investing and tailoring a wealth-management program for his clients.

He specializes in retirement planning, with a focus on fixed income strategies and 401(k), Boeing 401(k) Plan, and 403(b) distribution services. Matt earned a Bachelor's degree in Business Administration at Seattle University with a concentration in Finance and a minor in Economics. He holds Series 7, 63 and 65 securities registrations with LPL Financial, as well as Washington State Life and Disability Insurance licenses.

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Kyle Max

Kyle Max

Financial Advisor, LPL Financial

Coverage areas: North Seattle including Lake City, Northgate and Shoreline

Email: kyle.max@becu.org

Phone: 206-812-5318

LinkedIn Profile

Kyle uses time-tested investment strategies to assist with long-term investment management and financial planning. He is experienced in IRAs, fiduciary portfolio management, generating sustainable income, and annuities. Learn more about Kyle

He holds Series 7 and 66 securities registrations with LPL Financial and Washington State Life and Disability Insurance licenses.

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Baron Kuhn

Baron Kuhn

Financial Advisor, LPL Financial

Coverage areas: Greater Pierce County, Lacey and Silverdale

Email: Baron.kuhn@becu.org

Phone: 206-702-9776

Baron has been a financial advisor since 2016 and enjoys helping credit union members better understand investing, retirement and more.

He uses a personalized “Members First” approach to determine the specific needs of each credit union member and provide solutions aimed to reach their goals. He holds the Series 7 and 66 registrations through LPL Financial, as well as Washington State Life & Disability Insurance licenses. Get Started with GWP.

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Brian Locke

Brian Locke

Financial Advisor, LPL Financial

Coverage areas: Tukwila

Email: brian.locke@becu.org

Phone: 206-812-5190

Brian has worked in the financial services industry since 1992. His areas of focus include fixed income strategies specializing in tax-free municipal bond* investing, retirement planning, and 401(k) and Boeing VIP rollover services.

Brian earned a Political Science Bachelor's degree from the University of Washington. He holds Series 7, 8, 24, 63, and 65 securities registrations held with LPL financial and an insurance license. *Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

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Jared Eglington

Jared Eglington, MBA, AIF®

Financial Advisor, LPL Financial

Coverage areas: Capitol Hill, Queen Anne, South Lake Union, Columbia City and Downtown Seattle

Email: jared.eglington@becu.org

Phone: 206-805-5543

LinkedIn Profile

Jared brings over 17 years experience, intellectual capital and personalized service to help clients work toward their financial goals. He provides clients with individually tailored financial guidance.

Jared is an Accredited Investment Fiduciary (AIF®), holds series 7, 6, 65, and 63 licenses with LPL Financial. Learn more

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Tonya Parker, LPL Financial Advisor

Tonya Parker

Financial Advisor, LPL Financial

Coverage areas: South King County including Federal Way, Kent and Tukwila

Email: tonya.parker@becu.org

Phone: 206-702-9672

Tonya's goal is to simplify the complicated world of investments. She joined BECU Investment Services in 2017 and has been employed in the financial services industry since 2011.

Tonya specializes in Retirement Planning, 401(k) and 403(b) Options, Boeing 401(k) Plan, Education Planning and Traditional/Roth IRAs. She holds a Series 7 and 66 securities registrations through LPL Financial and Washington State Life and Disability Insurance.

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Priscilla Suhre

Priscilla Suhre

Financial Advisor, LPL Financial

Coverage areas: Puyallup, Bonney Lake

Email: priscilla.suhre@becu.org

Phone: 206-436-2443

Priscilla brings 20 years of banking and 17 years of investment services experience to our BECU members. She specializes in retirement planning, Roth and Traditional IRA’s, 401(k), 403(b), VIP/ rollover strategies, annuities, long term care insurance and life insurance.

She also holds licenses in Life and long-term care, as well as Series 7 and 66 securities registrations with LPL Financial. Priscilla has been a registered representative with LPL Financial since 2009.

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Nancy Tran

Nancy Tran

Financial Advisor, LPL Financial

Coverage areas: Tukwila, Burien, West Seattle, Renton Benson, Renton Landing, Newcastle and Factoria

Email: Nancy.tran@becu.org

Phone: 206-702-9532

Nancy has worked in the financial industry since 2006 and joined the BECU Investment Services team in 2015. She believes in taking a holistic look at your finances to create a personalized plan that works toward your unique long-term financial goals. She can assist with financial planning, retirement planning, 401(k) and 403(b), VIP, Traditional IRAs and Roth IRAs.

Invest in your future with Guided Wealth Portfolios (GWP), a goal-based digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology. Get Started with GWP.

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Lance Nekota

Lance Nekota

Financial Advisor, LPL Financial

Coverage areas: Tukwila and Kent

Email: lance.nekota@becu.org

Phone: 206-439-5973

Lance has worked in the financial services industry for more than 20 years. His areas of specialty include Traditional and Roth IRAs, Boeing VIP, 401(k) and 403(b) distribution planning, annuities, life insurance, mutual funds, and investment and retirement planning. Lance takes a holistic approach to investing through a conscientious process to gain a complete understanding of his client's goals, lifestyle, and risk tolerance. By building long term relationships, he is able to assist his clients with well-defined goals and a strategic roadmap to work towards them.

Lance graduated with a Bachelor's degree in Business Administration from the University of Hawaii and a JD from Syracuse University. He holds Series 7, 63, & 66 registrations with LPL Financial and Washington State Life and Disability Insurance.

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Mike Rackner, Financial Advisor

Mike Rackner

Financial Advisor, LPL Financial

Coverage areas: Maple Valley, Covington and Renton

Email: mike.rackner@becu.org

Phone: 206-812-5193

Mike is a Seattle native with over 25 years of investment industry experience serving 20 years at BECU Investment Services.  Mike specializes in investment management and wealth consulting, legacy planning, and 401(k), 403(b) and Boeing 401(k) Plans. Learn more about Mike

He holds Series 7, 63, & 65 securities registrations with LPL Financial and Washington State Life and Disability Insurance licenses.

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Todd Crawford

Todd Crawford

Wealth Advisor, LPL Financial

Coverage areas: Everett

Email: todd.crawford@becu.org

Phone: 425-609-5446

Todd specializes in personalized investment strategies with the goal to help credit union members build and preserve wealth. Todd's areas of focus include retirement planning, the Boeing 401(k), 401(k), 403(b) and 457 distribution services. Learn More

Todd earned a Bachelor’s degree in Business Administration with a concentration in finance from the University of Washington Business School. Todd has worked in the financial services industry for over 20 years.

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Mark Kinney

Mark Kinney

Financial Advisor, LPL Financial

Coverage areas: Greater Spokane Area

Email: mark.kinney@becu.org

Phone: 509-321-2789

Mark brings over five years of retirement planning and long-term investment experience to serve the financial needs of the Spokane community.

Mark enjoys working one-on-one with clients to fully understand their goals so they feel confident in their financial decisions. He holds Series 7, 6, 65, & 63 securities registrations with LPL Financial and Washington State Life and Disability Insurance licenses.

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Amy Fink

Amy Fink, CRPS®

Financial Advisor, LPL Financial

Coverage areas: Bellevue, Issaquah, Bothell, Woodinville, Kirkland, Redmond, and Sammamish.

Email: amy.fink@becu.org

Phone: 425-609-5463

Amy works with individuals, families, and small business owners. Her practice emphasizes comprehensive financial planning, tailoring portfolios to investor’s needs, tolerances, and goals.

She takes a holistic, long-term view of relationships with credit union members. She has been licensed in the financial industry since 1999, with a background that includes retirement and education planning, municipal bond trading, and client service. Amy earned a BA from EWU in ITDS. She holds FINRA series 7, 63, and 65 registrations through LPL Financial, a Washington state Life and Disability insurance license, and a CRPS® designation. Get Started with GWP.

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Skyler Dompier

Skyler Dompier

Financial Advisor, LPL Financial

Coverage areas: Everett

Email: skyler.dompier@becu.org

Phone: 425-609-5437

Skyler specializes in personalized investment strategies to help BECU members stay informed.

Relying on years of experience, Skyler helps members prepare for life's twists and turns. His areas of focus are utilizing retirement planning and investment strategies, to tailor a plan for your financial goals. Skyler graduated from Washington State University with degrees in accounting and economics. He holds Series 7, 65, and 63 securities registrations through LPL Financial. Get Started with GWP.

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Mike Pankaskie

Mike Pankaskie

Financial Advisor, LPL Financial

Coverage areas: Tukwila

Email: michael.pankaskie@becu.org

Phone: 206-812-5295

Mike specializes in helping his clients develop risk management strategies designed with the goal to create a reliable income stream in retirement.

His areas of specialty include Roth/Traditional IRAs, Boeing 401(k) Plan, 401(k) and 403(b) distribution planning services, annuities, life insurance, mutual funds, investment and retirement planning. Mike holds his Series 7 and 66 securities registrations held with LPL financial and insurance licenses in life and disability.

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Todd Baek

Todd Baek

Financial Advisor, LPL Financial

Coverage areas: Everett, Monroe and North Snohomish County

Email: todd.baek@becu.org

Phone: 425-609-5403

Todd specializes in wealth planning strategies, which includes tax-advantaged investment strategies, retirement planning, 401(k) and Boeing 401(k) Plan distribution services. Todd also focuses on evaluating family needs in insurance, income and wealth preservation.

Being in the business since 1998, his overall objective is to continually work with his clients’ changing financial environment, providing advice that is in the best interest of the client. Todd graduated from the University of Washington with a Bachelor of Arts degree in Economics with an emphasis in Finance. Todd holds Series 7, 63, and 65 securities registrations with LPL Financial, as well as Washington State Life and Disability Insurance licenses.

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Maggie Dolan

Maggie Dolan, CFP®

Financial Advisor, LPL Financial

Coverage areas: Everett, Smokey Point, Marysville, Lake Stevens, Burlington and Bellingham

Email: Maggie.dolan@becu.org

Phone: 206-702-9599

Maggie joined BECU Investment Services in 2017 and has been employed in the financial services industry since 2012. Learn More

Maggie's priority is to offer valuable and honest advice for credit union members tailored to the unique needs of their financial picture. She specializes in retirement planning, 401(k) distribution planning, Traditional and Roth IRAs, and education planning. Maggie earned her bachelor's degree in Business Administration from Clarke University in Dubuque, Iowa. She holds Series 7 & 66 registrations with LPL Financial and Washington State Life and Disability Insurance. Get Started with GWP.

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Jeremy Blackburn

Jeremy Blackburn

Financial Advisor, LPL Financial

Coverage areas: Auburn, Des Moines, Federal Way

Email: jeremy.blackburn@becu.org

Phone: 206-812-5356

Jeremy has worked at BECU Investment services since 2012 and specializes in financial planning, including retirement planning, investment management, rollover services and fixed income strategies. He has a passion for making the member a priority and experience in VIP, 401(k) and 403(b) rollover services, Traditional and Roth IRAs, annuities, long term care and life insurance.

Jeremy earned a Bachelor’s degree in Business Administration with a concentration in Finance and Economics from Western Washington University. He holds licenses in Life and Disability Insurance, as well as Series 7 and 66 securities registrations with LPL Financial.

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Bret Edensword Meet the Team Promo

Bret Edensword

Financial Advisor, LPL Financial

Coverage areas: Tacoma, Hawks Prairie, Silverdale

Email: bret.edensword@becu.org

Phone: 206-965-3152

Bret brings 30 years of financial and insurance service experience to diligently understand his client's financial desires. He believes short, intermediate, and long-range planning is the cornerstone of a comprehensive financial plan.

He holds Series 7 and 66 securities registrations with LPL Financial, as well as Washington State Life, Disability, Long Term Care, Property and Casualty Insurance licenses. Learn more

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Darren Horejsi

Darren Horejsi

Financial Advisor, LPL Financial

Coverage areas: Tukwila and Factoria

Email: darren.horejsi@becu.org

Phone: 206-436-2829

Darren has over 18 years of experience in the financial services industry. He works with BECU credit union members to gain a thorough understanding of their goals and dreams, then customizes a strategy to work towards meeting their needs.

Darren graduated from the University of Washington with a BA in Business Administration. He holds Series 7, 63, & 66 registrations with LPL Financial and Washington State Life and Disability Insurance.

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Ron Gubelman, Financial Advisor

Ron Gubelman

Financial Advisor, LPL Financial

Coverage areas: West and South Seattle, including Burien

Email: ron.gubelman@becu.org

Phone: 206-805-5625

With over 20 years of experience as a financial advisor, Ron is committed to helping you identify and achieve your financial, investment and retirement goals.

Ron specializes in tax managed investing, retirement planning, 401(k) and more.

Ron holds Series 7 and 66 registrations with LPL Financial, and Washington State Life & Disability Insurance licenses. He has a bachelor's degree in Psychology from Whitman College.

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Brenda Huber

Brenda Huber, CFP®

Wealth Advisor, LPL Financial

Coverage areas: Tukwila

Email: brenda.huber@becu.org

Phone: 206-812-5144

Brenda is committed to building relationships with credit union members and providing personalized investment strategies with the goal to help accumulate, preserve and transfer wealth. Learn More

Brenda specializes in Roth/Traditional IRAs, the Boeing 401(k), 401(k), 403(b), and 457 distribution services.

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Edward Bang

Edward Bang

Financial Advisor, LPL Financial

Coverage areas: Seattle from Columbia City to Greenwood; including downtown, Ballard and Ravenna

Email: edward.bang@becu.org

Phone: 206-702-9802

Eddie's experience taught him the listening skills to help his clients by understanding their most important financial goals and implementing a plan toward achieving them. He is passionate about helping credit union members with their planning needs. Learn More

His specialties include retirement planning, 401(k) distribution planning, traditional and Roth IRAs, and long-term investment management.

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Lorilee Wells headshot

Lorilee P. Wells

Financial Advisor, LPL Financial

Coverage areas: Bellevue and Kirkland

Email: lorilee.wells@becu.org

Phone: 206-436-2830

LinkedIn Profile

Lorilee has a passion for creating insightful financial plans for BECU members that reflect their personal goals. With over 16 years of experience in financial planning and over 20 years as an insurance agent, Lorilee provides comprehensive planning services to BECU members.

Lorilee specializes in retirement income planning; investment management; business retirement programs; fixed income, insurance and risk mitigation strategies; rollover services strategies for 401(k), VIP, and 403(b) accounts; and other product strategies. She can also provide small business strategies for employee retirement packages, including SEP IRAs, Simple IRAs and 401(k) plans. She holds Series 7 and 66 securities registrations through LPL Financial as well as Washington State Life and Disability Insurance licenses.

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Thomas Mercer

Thomas Mercer, CFA® , CSRIC™

Financial Advisor, LPL Financial

Coverage areas: Seattle including Ballard, Ravenna, Greenwood and Wallingford

Email: thomas.mercer@becu.org

Phone: 206-439-5983

LinkedIn Profile

Thomas understands that investment decisions are personal decisions. He emphasizes this alignment by building investment portfolios that marry his clients personal values as well as their investment objectives. As a Chartered SRI Councelor (CSRIC), Thomas makes educating his clients on Sustainable, Responsible, and Impact (SRI) investments a top priority.

Utilizing Traditional and Roth IRAs, 401(k), Boeing 401(k) Plan, and pension planning, Thomas prefers to tailor investment plans around a holistic retirement plan. Thomas holds Series 7, 63, and 65 securities registrations through LPL Financial, as well as Washington State life and disability insurance licenses. He earned the right to use his Chartered Financial Analyst (CFA®) designation after passing each of the three examinations on the first attempt. He also holds a Bachelor's Degree in business administration from Washington State University.

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Sean Jones, Financial Advisor

Sean Jones

Financial Advisor, LPL Financial

Coverage area: Bellingham, Marysville and Skagit Valley

Email: sean.jones@becu.org

Phone: 360-255-2123

Sean brings 13 years of financial, retirement and insurance planning experience as well as decades of business management and risk analysis expertise. Sean understands the highly personal aspects of investment services, and that each BECU credit union member has unique financial desires and aspirations.

Whether your target destination is a robust college fund, dream home, comfortable retirement, or a memorable legacy, ultimately the preparation, implementation and execution of a comprehensive financial plan requires a well-drafted roadmap to achieve success. Sean specializes in solutions that provide for a stable "salary" in retirement and prioritizes managing risk, capital preservation, and tax managed options in each phase of a life plan. Sean believes that trust and personal connection are imperative to achieving the long-term goals of each credit union member. Sean holds his Series 7, 63 and 66 securities registrations with LPL Financial. He also holds his Life and Disability Insurance licenses.

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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value


Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please read the LPL Financial Relationship Disclosure more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.