As Financial Education Manager she oversees BECU’s financial education services. She enjoys working with young people and helping them prepare to become financially responsible adults. Of Better Budgeting, Stacey says, "By following the seven steps in this seminar you can change your financial future for the long term," she says. "I have been using these tools for years and they’ve made a big difference in my life."

Jay is a communications major from the University of Washington and has been inspiring diverse audiences through public speaking since 2002. Jay says, “I understand the impact a person’s finances can have on their life, so with every seminar my goal is to give people confidence and hope by sharing relevant and powerful financial tools with them.”

After obtaining an A.A.S. Degree in Interpreting, Ruth graduated from the University of Washington with a major in Interdisciplinary Studies and a minor in Education. Bringing financial education to life is the cornerstone of her work at BECU. Ruth says, “We can achieve success when given the right tools to succeed.”

She helps buyers understand the home-buying process, explore loan options, and learn how they can buy a home in today’s market regardless of their economic status or background. Marie applied the skills she teaches in her seminar to her last home purchase through BECU and says, "It was a great experience."

Jeremy has worked in the financial services industry for over four years. He works with members to determine both short term financial goals and long term financial objectives. Once goals have been established, he personalizes appropriate strategies to suit your vision and objectives. Jeremy has a passion for making the member a priority and has experience in 401(k) and VIP rollovers, traditional IRAs, Roth IRAs, 529 plans, and retirement planning.

Jeremy graduated from Western Washington University where he earned a Bachelor of Arts degree in Business Administration, with a concentration in Finance and Economics.

He holds licenses in Life and Disability Insurance, as well as FINRA Series 7 and 66 securities registrations with LPL Financial.

“Live like no one else, so later on you can live like no one else”
–Dave Ramsey

Contact Jeremy at 206-812-5356 or e-mail him at Jeremy.blackburn@becu.org.

Having worked in the financial services industry over ten years, Todd specializes in personalized investment strategies to build and preserve wealth. He provides thorough, fair, accurate and balanced information in a timely fashion to help investors make informed decisions. Prior to constructing sound financial solutions, Todd believes in understanding members’ needs by developing a relationship and learning what is important to them. Areas of expertise for Todd include retirement planning, 401(k), 403(b) and 457 rollovers. He has taught numerous seminars on a variety of topics at both BECU and the Boeing Company. Todd earned a Bachelor’s degree in Business Administration with a concentration in finance from the University of Washington Business School. Prior to BECU, Todd worked as a trader.

"If you make listening and observing your occupation, you will gain much more than you can by talk."
-Sir Robert Baden-Powell

Contact Todd at 425-609-5446 or e-mail him at tcrawford@becu.org.

An avid investor for more than 30 years, Michael has a high level of expertise in the financial services industry. Clients describe Michael as concerned, capable and consistent; and they rely on his trusted advice to work toward their life dreams. Michael focuses on removing risk from a portfolio and achieving a reasonable investment return. Areas of expertise for Michael include general investment programs, retirement planning, variable annuities, long-term care insurance, life insurance and business retirement programs. Prior to his work with BECU, Michael served as an Officer in the U.S. Army for 22 years. Michael holds Bachelor’s degrees in Accounting and Psychology, a Master’s degree in Systems Management, and an MBA. He earned professional certification as a Certified Management Accountant and is a member of the Institute of Management Accountants.

"Investing should be like watching paint dry. If you're getting an adrenaline rush, you're doing something wrong."

Contact Michael at 206-812-5244 or e-mail him at mdukes@becu.org.

David has been with BECU investment Services for seven years. He is passionate about assisting members to achieve their financial goals and his friendly nature and sincere demeanor allows for an inviting approach to investment and retirement planning.

David graduated from Washington State University where he received a Bachelor of Arts degree in Business Administration. Prior to BECU, David was a personal banker with US Bank and maintains a good knowledge of traditional IRAs, Roth IRAs and 529 plans. He holds licenses in Life Insurance, as well as Series 6, 63, 65 and 7 through LPL Financial.

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver”.
-Ayn Rand

Contact David at 206-812-5334 or email him at david.fryer@becu.org.

Erik is a Washington native, born in Spokane with a strong sense of loyalty to the BECU culture. He has over eight years of experience in the financial services industry, with a banking background that includes mortgages and investment services. He’s passionate about identifying the member’s needs and helping them to succeed in reaching their personal and financial goals while using a simplified approach.

Erik enjoys the challenges of the changing markets and finding the right balance for effective retirement planning and investment solutions based on an individual’s investment goals and risk tolerance.

He holds licenses in Life, disability, long term care, as well as FINRA series 6 & 63 securities registrations through LPL Financial.

“A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.”
– Brian Tracey

Contact Erik at 425609-5436 or email him at erik.haney@becu.org .

Brenda is committed and recognizes that she is a partner with her client and listens carefully to identify the right solutions for each member Brenda is perceptive, thoughtful and is capable to help assist in developing and implementing an investment strategy to accumulate, protect, and transfer wealth. She takes a genuine interest in people and understands the value of educating and offering quality investments to help work toward their goals and maintain financial security during retirement.

Her areas of expertise include Roth/Traditional IRAs, Boeing VIP , 40l(k) and 403(b) rollovers, fixed income strategies, tax free income, annuities, life insurance, long term care insurance, mutual funds, and retirement planning. Born and raised in Detroit, MI, Brenda earned a Bachelor’s degree in business administration with a major in finance from Wayne State University where she was awarded a Merit Scholarship for her academic achievement. She also holds her series 7 and 66 registrations and insurance licenses in life, disability, and long term care with LPL Financial. Before joining BECU, she was a Financial Advisor for Edward Jones Investments. She also worked as a Controller for seven years for a locally owned retail company.

“Even if you are on the right track, you’ll get run over if you just sit there.”
-Will Rogers

Contact Brenda at 206-812-5144 or e-mail her at brenda.huber@becu.org.

Having enjoyed working in the financial services industry since 1992, Brian assists clients in tailoring their investment portfolios so that they are consistent with their long-term retirement goals. Providing consistent high quality investment advice is the standard for which there is no compromise.

Brian understands that BECU members have unique financial goals and objectives and will work hard to carefully construct personalized financial solutions.

Areas of expertise for Brian include fixed income strategies specializing in tax-free municipal bond investing, retirement planning, and 401(k) and Boeing VIP/FSP rollovers. He was born and raised in the Seattle area, and has numerous family and friends employed at Boeing. Brian earned a Political Science Bachelors degree from the University of Washington and holds Series 7, 8, 24, 63, and 65 securities registrations and an insurance license through LPL Financial.

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently."
-Warren Buffett

Contact Brian at 206-812-5190 or e-mail him at brian.locke@becu.org.

Jason is committed to work in partnership with his clients to identify their needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help his clients meet their financial objectives. Jason’s aspiration is to develop a trusted financial relationship with his clients by providing professional guidance from a solutions based approach.

Jason has been in the investment industry for over 13 years. His areas of expertise include financial planning, retirement planning, 401(k) and 403 (b) rollovers, 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.

“Be a yardstick of quality. Some people aren't used to an environment where excellence is expected.”
-Steve Jobs

Contact Jason at 425-609-5493 or e-mail him at jason.pang@becu.org.

Mike takes a comprehensive approach to financial planning. He understands all members are unique and tailors his recommendations to the specific products and services that best meet the member’s needs. He specializes in helping his clients develop risk management strategies designed to create a reliable income stream in retirement.

His areas of expertise include Roth/Traditional IRAs, Boeing FSP/VIP, 40l (k) and 403(b) rollovers, annuities, life insurance, mutual funds, investment and retirement planning.

Mike graduated from Washington State University with a major in Finance. He also holds his series 7, 66, registrations and insurance licenses in life and disability with LPL Financial.

“When a gifted team dedicates itself to unselfish trust and combines instinct with boldness and effort, it is ready to climb.”
-Patanjali

Contact Mike at 206-812-5295 or e-mail him at michael.pankaskie@becu.org

Tobias is a Seattle native and has over nine years experience in the financial services industry. He specializes in retirement planning, 401k, VIP, 403b rollovers, IRA, estate planning and individual financial plans. He takes pride in creating a personal and detailed approach to financial planning and making these services accessible and easy to understand. From the more experienced investor to the first time investor, Tobias takes time to discover each individual’s unique financial needs in order to create a real world step-by-step solution that works toward the desired outcome through sound investing principles designed to adapt to changing economic climates and life. Tobias holds FINRA Series 7 and 66 securities registrations with LPL Financial.

“It is possible to fly without motors, but not without knowledge and skill”
–Wilbur Wright

Contact Tobias at 206-812-5359 or email him at tobias.shiner@becu.org.

Jaime's approach to investing focuses on doing what's best for BECU members. Jaime works closely with members to structure investments that will be advantageous during growth years. However, he also stays aware of people’s needs during volatile times and looks for solutions to create comfort and protect wealth. Jaime's areas of expertise include actively managed accounts, VIP/FSP, 401(k), Traditional & Roth IRAs and small business retirement accounts, such as SEPs, and SIMPLEs. Jaime also discusses tax planning strategies during working years and throughout retirement.

Jaime is a Seattle native and is a graduate of Eastern Washington University. He has earned a Certificate in Financial Planning from City University of Seattle. His past experience includes working as a Financial Advisor at Ameriprise Financial, as well as auditing retirement plans for a local non-profit. He has taught seminars at several northwest companies and is familiar with the financial benefits of employers such as Boeing, Microsoft and Starbucks. He holds licenses in life and disability insurance, as well as, series 7 and 66 registrations through LPL Financial.

Contact Jaime at 425-609-5410 or e-mail him at jsuarez@becu.org.

With over 30 years in the financial services industry, Priscilla brings 20 years of banking and 12 years of investment services experience to our members. Her breadth and depth in financial services enables her to work with members in wealth management and risk management. She is passionate about helping others to set and achieve their financial goals. By working closely with members and building long term relationships she maintains a loyal client following.

Having been a former Banking Training Specialist, Priscilla takes an educational approach whenever assisting members, and works with them to ensure they have an understanding of investment products, risk tolerance and time frames consistent with their short and long term goals. Areas of expertise for Priscilla include retirement planning, Roth and Traditional IRA’s, 401(k), 403(b), VIP/FSP rollover strategies, annuities, long term care and life insurance.

Priscilla’s philanthropic activities have been as a Rotarian, President of Executive Women International Tacoma Chapter, and she continues to serve as a chairperson in the parent and development programs within her local community.

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

Contact Priscilla at 206-436-2443 or email her at priscilla.suhre@becu.org

Steve is a Seattle native and a member of a family with strong links to The Boeing Company. He uses his experience and financial expertise to help BECU members work toward their financial goals and dreams. His goal is to simplify the process of retirement for clients. Steve enjoys helping investors develop wealth accumulation, asset optimization and tax reduction strategies. He also specializes in 401(k), 403(b), Boeing VIP/FSP and stock option planning. Clients describe Steve as diligent and knowledgeable with a talent for articulating investment objectives and bringing them to life.

Steve earned a Bachelor’s degree in Finance from Seattle University with a strong emphasis in Philosophy, Economics and Psychology.

"I am committed to helping my clients analyze every crossroad in life that may influence an investment decision. As their trusted financial advisor, I will refine my clients’ investment strategies every step of the way to suit their lives and goals."

Contact Steve at 206-812-5196 or e-mail him at svertrees@becu.org.

While there, her duties included operations and administration. Other trust experience includes, working five years with Key Trust Company in the area of probate and personal trust administration. She also has working knowledge in the area of real estate and bank collections.

Linda holds a BS degree in Business Administration and a Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. She has also attended Cannon Financial Institute specializing in personal trust administration and Sungard Institutional Operations training and was instrumental in the establishment of BECU Trust Company’s operations department. She is a member of the Eastside and Seattle Estate Planning Council.

Starting his career in the Private Bank of Bank of America, Jason has over 10 years of experience in the trust and financial services industry. He believes investment management is a fiduciary commitment focused on defining an investor’s personal risk and return objectives then tailoring a comprehensive investment strategy to meet both short and long-term goals.

As a committed life-long learner, Jason earned the prestigious Chartered Financial Analyst®, CFA®, designation. He graduated with academic honors from the Florida Graduate Trust School and obtained his Certified Trust and Financial Advisor®, CTFA®, certification.

Jason is a member of the CFA Institute, CFA Society of Chicago, and the Chicago Council of Global Affairs. At the 2008 CFA European Conference, Jason joined global portfolio managers and analysts to study significant trends and issues facing the investment industry, including: Behavioral Finance, Global Asset Allocation, and the role of Sovereign Wealth Funds and Emerging Markets.

Most recently, Jason studied with leading financial professionals at Harvard University to gain insight into the latest academic research on investment strategy and the current and future economic landscape. In this innovative forum, in-depth discussions were led by Harvard Business School faculty and industry experts.

BECU Trust Company, partnering with MEMBERS Trust Company, is dedicated to offering our clients and members professional investment management services delivered with the highest of integrity adhering to the fiduciary standard you deserve. Get a complete introduction to the entire investment team of MEMBERS Trust Company.

Before joining BECU Trust Company, he worked for 19 years at Key Trust Company; most recently serving as Vice President and Trust Administrator.

Mike holds a Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. He holds an Associate Degree in Business Administration with a major in accounting from Whatcom Community College and is a graduate of Cannon Financial Institute, specializing in personal trusts. He is a member of the Tacoma Estate Planning Council and serves on other professional and community boards.

Prior to joining BECU Trust Company, Rachelle spent seven years working at the BECU Kent Neighborhood Financial Center, five and a half of those years as Branch Manager.

Rachelle holds a BA in Communications from the University of Washington with an emphasis on Institutions and Effects. She has completed Cannon Financial Institute’s course in Cannon Trust Fundamentals and Pohl Consulting and Training, Inc’s course in Relationship Sales Training. Rachelle received her Leadership Certification from the Leadership Institute of South Puget Sound. Rachelle was involved with the King County community serving as an active member in the Rotary Club, the Kent Chamber of Commerce and the Covington Chamber of Commerce.