In the Credit Union tradition, BECU has developed fair and ethical guiding principles designed to serve our membership. This includes open communication about our financial standing. BECU is a cooperative society organized under Washington state law as a nonprofit corporation. BECU promotes thrift among its members and creates a source of credit for them at fair and reasonable rates of interest. BECU is dedicated to "people helping people" and will strive to serve its members by providing superior financial products and services.
Board of Directors
BECU is proud to have this group of qualified professionals serve on the BECU Board of Directors.
The Audit Committee provides oversight of the audit function of the credit union as well as the safety and soundness of the credit union through monitoring risks and controls associated with its business objectives, strategies, and plans.
Executive Management Team
BECU is proud to have this group of qualified professionals serve as our BECU Executive Management Team.
Our 2017 Annual Meeting took place at our Member Summit event on April, 19 at McCaw Hall. Read more about the event.
Email BECU Board Communications at firstname.lastname@example.org or reach us my mail:
BECU Board Communications
Mail Stop: 1009-1
P.O. Box 97050
Seattle, WA 98124
A summary of your comments will be provided to the Board of Directors for its review. Any comments needing a reply will be forwarded the the appropriate BECU staff person for response. Thank you for your interest in BECU.
Kyle uses time-tested investment strategies to help members reach their financial goals. His areas of focus include retirement planning (Traditional and Roth IRAs), investment management, college planning, and rollover strategies for 401(k), VIP and 403(b).
He holds Series 7 and 66 securities registrations through LPL Financial as well as Washington State Life and Disability Insurance licenses.Read more Read less
Nelly offers a personalized approach to understand her clients’ needs and help them prepare for the future. Her areas of focus include retirement planning (Traditional and Roth IRAs), investment management, and rollover strategies for 401(k) and VIP.
She holds Series 6, 7, 63 and 65 securities registrations through LPL Financial, as well as Washington State Life and Disability Insurance licenses.Read more Read less
As a financial professional with over 8 years of experience in business banking and lending, Seth enjoys getting to know business owners, understanding their needs and helping them achieve their goals.
Seth supports our business and commercial members in King, Pierce and Kitsap Counties. He focuses on Owner Occupied and Investor Commercial Real Estate, Operating Lines of Credit, as well as Equipment and Vehicle Financing.Read more Read less
Conor has spent more than 7 years in the banking industry, enjoying the challenge and complexity of business-related finances. He especially enjoys getting to know his clients, helping their business’ growth and success.
Conor supports our business and commercial members in Snohomish, Skagit and Whatcom Counties, as well as members in Bellevue and Kirkland. He focuses on Owner Occupied and Investor Commercial Real Estate, Equipment and Vehicle Financing, and Operating Lines of Credit.Read more Read less
Jeff is passionate about helping members manage their financial future. He takes a personal interest in his clients' needs and tailors an investment strategy appropriate for their risk profile.
Jeff has over 20 years of experience specializing in retirement planning, with a focus on fixed income strategies and 401 (k), VIP, and 403(b) rollovers.
He holds Series 7, 63 and 65 securities registrations through LPL Financial as well as Washington State Life and Disability Insurance licenses.Read more Read less
Matt has been in the investment management industry for over 20 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), VIP, and 403(b) rollovers.
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 through LPL Financial, as well as Washington State Life and Disability Insurance licenses.Read more Read less
Larry Conley is focused on helping his clients obtain the commercial real estate financing that best meets their needs.
Larry has been in the industry for over 30 years in various leadership roles and is well regarded throughout the market for his expertise and ability to help his clients in a variety of ways. Larry is primarily focused on the greater Portland, Salem, Corvallis, Eugene, and Southwest Washington markets.Read more Read less
As a BECU Mortgage Advisor, I work to find the best product to meet our member's lending needs.
My expertise covers the range from conventional financing to FHA loans, VA loans, construction financing, and jumbo loans. I have enjoyed a career in the financial services industry for the past 10 years that has included management, customer service and sales roles.Read more Read less
Scott brings nearly three decades of experience in wealth and portfolio management to BECU members. He understands what it takes to reach both short- and long-term investment goals.
Whether you are looking for income, growth, a combination of both, or simply wish to preserve your wealth, Scott will discuss your unique needs and develop a plan to help pursue your financial goals. He holds Series 63, 65 and 7 securities registrations through LPL Financial, as well as life, disability and long term care insurance licenses.Read more Read less
Thomas takes a thorough approach to understanding members’ financial goals to develop a complete and understandable financial plan. He emphasizes keeping his clients informed and making sure they understand the rationale for all decisions in their plan.
Utilizing traditional and Roth IRAs, 401(k), Boeing VIP, and pension planning, Thomas’s area of focus is holistic retirement planning. He holds Series 7, 63, and 65 securities registrations through LPL Financial, as well as Washington State life and disability insurance licenses. He also holds a Bachelor’s Degree in business administration from Washington State University.Read more Read less
Benson has more than 25 years of experience within the financial services industry and became the President/CEO of BECU in 2012.
Benson’s prior experience includes serving as the President/CEO of First Tech FCU and Chief Administrative Officer for Washington Mutual. He currently serves on the Boards of the Federal Home Loan Bank of Seattle/Des Moines, COOP Financial Services, CU Direct, and the Overseers of Whitman College.Read more Read less
Brandi joined BECU Trust Services in 2009, bringing with her over 12 years in customer and financial services.
Brandi holds a BS in Business Administration with an emphasis on Accounting. She provides trust administration support for trust officers at BECU Trust Services, always seeking to improve processes and efficiencies. Brandi is a champion for continued education, and consistently seeks new challenges.Read more Read less
Tom leads BECU’s marketing, co-op affairs, affinity, and strategic planning efforts.
Tom has more than 25 years of experience in the financial services industry and has been with BECU since 1994. He currently serves on the boards of Housing Hope, and the Northwest Credit Union Foundation. Tom holds a B.A. in Business from the University of Washington and a MBA from Seattle University.Read more Read less
Kathy joined BECU in 1996 as Manager of Accounting, and served as Controller.
She serves on the Board of Junior Achievement of Washington, and the Advisory Board of Central Washington University’s College of Business. Prior to joining BECU, Kathy worked in public accounting at Deloitte & Touche, LLP and at various other financial institutions in both financial reporting and internal audit.Read more Read less
Tom leads the Information Technology Division and has over 30 years of experience in technology, operations and finance.
Before joining BECU, Tom was Home Lending Chief Information Officer at Bank of America and JP Morgan Chase. He served as CIO of Corporate Technology for Washington Mutual and FleetBoston Financial. Tom serves on the Advisory Board of Applied Residential Inc. and is a member of the Founders Council of The William’s Institute.Read more Read less
Doug joined BECU in 2013. He leads BECU’s digital, ATM, telephone and Financial Center channels, as well as product management, and payments strategy.
Before joining BECU, Doug was Chief Membership Officer at First Tech Federal Credit Union in Palo Alto CA. Prior to that, he held senior management positions at both Washington Mutual and Bank of America.Read more Read less
Scott is Chief Lending Officer and SVP of Lending and Wealth management. He joined BECU in 2008 and has over 25 years of experience in banking and financial services.
Scott holds a BA from Western Washington University and an EMBA from the University of Washington, and he serves on several community, corporate and industry boards, including the Economic Alliance of Snohomish County and MEMBERS Trust Company.Read more Read less
Melanie has 25 years’ experience in financial services. She leads the Human Resources division.
Melanie joined BECU in 1989 and led various operational areas of the organization. She previously served on the Board of EDS, and the advisory council of Northwest Credit Union Alliance.Read more Read less
David is a Partner and President in SkinSpirit Essential LLC with operations in Seattle and the San Francisco Bay area.
He has extensive experience with privately held middle market companies in the Northwest serving in the roles of President, Chief Financial Officer and Chief Operating Officer. David graduated from the University of Washington Foster School of Business with a BA (Accounting Concentration) and is a Certified Public Accountant.Read more Read less
Colleen serves as Chairperson of the Board for American Apparel (APP) and is on the Board of True Blue Inc (TBI).
She excels in creating enterprise value in publicly-traded and portfolio companies. Previously, she led Fisher Communications, Inc.(FSCI) where she was Director, President and Chief Executive Officer. Colleen is the recipient of the industry’s Technology Leadership Award and also the Innovation Award. She also chaired United Way of King County and co-chaired its annual campaign.Read more Read less
Denis has more than 20 years of experience providing management consulting services to leading organizations.
He is the National Managing Director of the National Industry team at Slalom. Denis focuses on helping his clients win on their most strategic initiatives. Prior to joining Slalom, Denis spent ten years with the global management consulting firm Accenture.Read more Read less
Bill has extensive experience in finance and investments, macroeconomics and monetary policy, risk management, housing, and public policy. He has served in business, academic and government organizations.
Bill began his career in Washington, D.C. in government positions from 1970 – 1982. He has also held roles at Washington Mutual, helping the company become the sixth largest depository institution in the US.Read more Read less
Roger has served with BECU since 1983 on the Audit Committee and the Board of Directors, and has also served as the Chairman of the Board.
He worked for The Boeing Company for over 30 years. Roger is a member of the Board of Directors of the Hearing Speech and Deafness Center in Seattle, and a past board member of the Woodland Park Zoo Safari Club.Read more Read less
Desiree is a Senior Director at Providence Health & Services, creating healthier communities, together.
Her experience includes providing management consulting services to executives in aviation, financial services, telecommunications, retail and healthcare industries. She holds a bachelor of arts in business from the University of Washington, and an MBA from Seattle University.Read more Read less
Debra is Managing Partner with The Alster Group LLC, a strategic and operations partner to high-growth companies in the consumer, financial and healthcare fields.
Previously, she was the co-managing partner at Maveron LLC. Debra began her career at Goldman, Sachs and McKinsey & Co., and has served as a Senior Managing Director at Montgomery Securities and a Founding Partner at Thomas Weisel Partners.Read more Read less
Jane is Senior Vice President of Finance and Administration at The Seattle Foundation, a community philanthropic organization.
Jane oversees The Seattle Foundation's accounting, investment, information technology and human resources functions. Her career includes many years working in the capital markets groups at large financial institutions, including Bank of America and Washington Mutual. She served as Vice President of Finance and Administration at Special Olympics Washington. She holds a master's degree in finance from the University of Chicago, a bachelor's degree in accounting from Marquette University, and is a certified public accountant (CPA).Read more Read less
Maurita is Vice President and Chief Financial Officer for Boeing’s Shared Services Group.
Maurita is responsible for the finance functions for Shared Services group and providing business and financial services to Boeing business units. Prior to this, Maurita served as CFO of Boeing Capital. Before joining Boeing, Maurita held a number of finance leadership positions at General Motors.Read more Read less
Susan is the Chief Financial Officer at Simple, a tech company changing how people bank and think about their finances. Simple was acquired by BBVA Compass Bank in 2014 and remains headquartered in Portland, OR pursuing its mission to build products that help people feel more confident with their money.
She also serves as Chairman of the Board of the Center for Financial Services Innovation, the nation's authority on consumer financial health, leading a network of committed financial services innovators to build better consumer products and practices. Prior to Simple, Susan held business leadership and product development roles in financial services at Lending Club, Amazon, H&R Block and Sears. Susan holds a B.A. with honors in organizational behavior and management from Brown University and an M.B.A. from the Harvard Business School.Read more Read less
Debbie manages the relationship team for BECU, including our Relationship Managers serving the needs of our commercial members and our Small Business Specialists.
Debbie has over 25 years of financial services experience, including extensive business lending and relationship management experience – the past 18 years in the Puget Sound area. She couples this expertise with a commitment to her clients and her team.Read more Read less
Linnea provides financing expertise to our Seattle clients. With over 12 years of banking experience, her areas of focus are income and commercial real estate where she excels at handling even the most complex deals.
Providing real estate industry expertise, Linnea works to help commercial members grow and flourish. She's here to help with whatever financial products or advice they may need.Read more Read less
Jennifer supports our commercial members in Bellevue, Kirkland, Issaquah, Renton and East King County. With over 19 years of banking experience, she's versed in commercial real estate and SBA lending and works diligently to help businesses meet their financing needs.
Over her extensive career, Jennifer has honed her skills in commercial relationship banking and treasury management. She is devoted to helping local businesses realize their financial goals. She is also fluent in the Chinese dialect Mien.Read more Read less
With over 15 years of experience, Heather is uniquely qualified to address the borrowing needs of her clients. Heather supports our commercial members located in Snohomish, Skagit, and Whatcom counties. She focuses primarily on investor real estate and owner occupied loans.
Heather is committed to having a positive impact on the community. The most exciting part of her role is building relationships with her members and helping them achieve their financial goals.Read more Read less
Pat provides financing expertise for our Pacific Northwest members. With over 20 years of commercial lending experience, he focuses on commercial real estate financing.
Pat’s consultative approach means that each member receives personal, individualized service, and that our commercial real estate loans are the right fit for the right situation. Pat will be your point of contact from request through closing.Read more Read less
Steve manages the relationship team for BECU, including our Relationship Managers serving the needs of our commercial members in Spokane and Eastern Washington.
With over 35 years of financial services experience, Steve has extensive business lending experience. He’s worked with a wide variety of businesses and customers throughout Washington and the Northwest. His primary focus is investor and owner-occupied real estate lending. Steve and his team are committed to providing quality service to our members throughout the region.Read more Read less
Jeff specializes in commercial and investment real estate lending. With over 29 years of lending experience, he is committed to providing excellent service for members.
Jeff has also worked as a real estate agent, investor, and contractor, which provides him with valuable background knowledge that he uses to assist members in navigating the loan process – from request through approval – with empathy and compassion.Read more Read less
Kent’s current focus is on owner-occupied and investor real estate financing. With over 30 years of financial experience, his deep understanding of the industry allows him to support members with a variety of financial needs.
Honesty and integrity have helped Kent build long-term relationships and successfully support businesses and individuals through financial growth.Read more Read less
Paul supports commercial members in Pierce and South King County. He has 17 years of commercial and business banking experience.
With extensive local knowledge, he's posed to help local businesses succeed and grow. Paul sees exciting opportunities for Northwest businesses and his relationship management background positions him to provide his clients with the best financing solutions possible.Read more Read less
Jeremy specializes in retirement planning, VIP, 401(k) and 403(b) rollovers, Traditional and Roth IRAs, annuities, long term care and life Insurance.
He earned a Bachelor’s degree in Business Administration with a concentration in Finance and Economics from Western Washington University. Jeremy holds licenses in Life and Disability Insurance, as well as Series 7 and 66 securities registrations with LPL Financial.Read more Read less
With 16 years in the industry, Michael helps members work toward financial and retirement goals by focusing on risk reduction, a reasonable return and sound stewardship of the core portfolio.
Prior to BECU, Michael served as an Officer in the U.S. Army for 22 years. He holds a BA in Accounting, a BS in Psychology, an MS in Systems Management and an MBA, in addition to, Series 7, 63, and 66 licenses with LPL Financial.Read more Read less
Darren has 18 years of experience in the financial services industry. He works with 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, 65, & 66 registrations through LPL Financial and Washington State Life and Disability Insurance.Read more Read less
Brenda’s areas of expertise include Roth/Traditional IRAs, VIP, 401K, and 403B rollovers, fixed and tax free income strategies, annuities, and retirement planning.
She earned a BA degree in finance from Wayne State University and holds Series 7 and 66 registrations & insurance licenses through LPL Financial. Prior to joining BECU, Brenda was a Financial Advisor at Edward Jones Investments.Read more Read less
Brian has worked in the financial services industry since 1992. His areas of expertise include fixed income strategies specializing in tax-free municipal bond investing, retirement planning, and 401(k) and Boeing VIP/FSP rollovers.
Brian earned a Political Science Bachelors degree from the University of Washington. He holds Series 7, 8, 24, 63, and 65 securities registrations and an insurance license through LPL Financial.Read more Read less
Lance has worked in the financial services industry for more than 15 years. His areas of expertise include investment and retirement planning, including retirement income strategies.
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, 65 and life and disability Insurance with LPL Financial.Read more Read less
Mike 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 holds his Series 7, 66, registrations and insurance licenses in life and disability with LPL Financial.Read more Read less
Priscilla brings 20 years of banking and over 14 years of investment services experience to our members.
Her areas of expertise include retirement planning, Roth and Traditional IRA’s, 401(k), 403(b), VIP/FSP rollover strategies, annuities, long term care insurance and life insurance. She holds licenses in Life and long-term care, as well as Series 7 and 66 registrations through LPL Financial.Read more Read less
Steve’s goal is to help simplify the process of retirement for members. He enjoys helping investors develop wealth accumulation, asset optimization and tax reduction strategies.
He also specializes in 401(k), 403(b), Boeing VIP and the Boeing Executive Compensation Program. He earned a Bachelor’s degree in Finance from Seattle University with a strong emphasis in Philosophy, Economics and Psychology.Read more Read less
David brings over 15 years of working experience to the financial services industry, and is passionate about improving the financial well-being of our members. He works closely with his clients to build a personalized plan for them, and develops and implements strategic solutions that provide the tools and the means for financial independence.
David's areas of focus include retirement planning, investment strategies, and rollover options on all employer retirement plans (VIP, 401k, 403B, 457, and TSP). He holds Series 6, 7, 63, and 65 securities registrations through LPL Financial, as well as Washington State Life, Disability and Long-Term Insurance licenses.Read more Read less
Tobias 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. Tobias holds Series 7 and 66 securities registrations with LPL Financial.Read more Read less
Lorilee has been a Financial Advisor since 2001 and an insurance agent for over twenty years.
Lorilee also specializes in providing small business strategies for employee retirement plans including SEP IRA’s, Simple IRA’s and 401(k) plans as well as key person insurance. Lorilee holds Series 7 & 66 securities registrations through LPL Financial and Washington State Life and Disability Insurance licenses.Read more Read less
Todd specializes in helping members build and preserve wealth through personalized investment strategies. Todd’s areas of expertise include retirement planning, VIP, 401(k), 403(b) and 457 rollovers.
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 17 years.Read more Read less
Todd specializes in wealth planning strategies, which includes tax advantaged investment solutions, retirement planning, 401(k) and Boeing VIP rollovers, and insurance, income and wealth preservation needs for families.
He has been in the business since 1998 and 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 registrations through LPL Financial, as well as Washington State Life and Disability Insurance licenses.Read more Read less
Jason has been in the investment industry for more than 15 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.Read more Read less
Mike has over two decades of experience, including 15 years at BECU, in retirement and estate planning, investment management and business transactions. Mike enjoys helping members increase their wealth to build a strong financial foundation. His specialties include Investment Management and Wealth Consulting, Family Legacy Planning, and Mastery of 401(k), 403(b) and Boeing VIP/FSP planning.
Mike is a lifelong resident of Seattle and UW graduate. Outside of work, Mike is on the basketball court, a hiking trail, biking or on the sidelines cheering his kid’s many sports activities. He holds Series 7, 65, & 66 securities registrations through LPL Financial and Washington State Life and Disability Insurance licenses.Read more Read less
Jaime's goal is to offer a trusted resource to BECU Members. His expertise includes retirement planning, investment management, risk analysis, wealth preservation, social security and long term care.
He helps members with 401K/VIP and pension rollovers, investing trusts, IRAs and small business retirement accounts. He holds licenses in life & disability insurance, series 7 & 66 registrations through LPL Financial.Read more Read less
Linda was instrumental in the formation of BECU Trust Services. With more than 17 years experience in operations, administration, probate and personal trust administration, as well as a working knowledge of real estate and bank collections.
Linda holds a BS degree in Business Administration and a Certified Trust and Financial Adviser designation from the Institute of Certified Bankers.Read more Read less
Mike joined BECU trust services in 2013 and has over 16 years of industry experience. In his role as Senior Trust Officer, Mike works to meet the unique financial needs of each individual client.
Prior to joining BECU Trust Services, Mike held Trust positions with BNY Mellon Wealth Management, The Trust Company of Washington and Pacific Century Trust (also known as Hawaiian Trust Company, ltd. and Bank of Hawaii).Read more Read less
Rachelle joined BECU Trust Services in August 2006 bringing with her seven years of marketing, business development and member relations experience.
Prior to joining Trust Services, she worked for five and a half years as Branch Manager at the BECU Kent Neighborhood Financial Center. Rachelle holds a BA in Communications from the University of Washington with an emphasis in Institutions and Effects.Read more Read less
Chris joined BECU Trust Services in September of 2005, bringing with her 27 years of experience in client/member communications, resolutions and relationships.
Prior to joining BECU Trust Services, Chris worked in a number of roles throughout BECU. Chris is pursuing her CTFA designation and continues with her education to increase her knowledge and trends of the industry.Read more Read less
Jason R. Ritzenthaler joined MEMBERS Trust Company in 2005, and has been instrumental in developing innovative and successful investment solutions provided to our clients.
Jason graduated from Florida State University with dual degrees in Finance and Management Information. Starting his career in the Private Bank at Bank of America, Jason has over 15 years of experience in the trust and financial services industry. BECU Trust Services, 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.Read more Read less
Becky, with BECU Trust Services since 2007, uses her 10+ years of trust and financial services experience to assist clients.
Becky holds a BS in Business Administration, Project Management emphasis, and a Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Becky is committed to personal and community development, and devotes much of her time to educational and charitable pursuits.Read more Read less
Jessie Woolley-Wilson is driven by a singular belief that all children need and deserve high-quality learning opportunities.
Jessie is the President and CEO of DreamBox Learning, and previously held executive roles at LeapFrog Enterprises, collegeboard.com and Kaplan. She serves on the boards of several educational organizations and has been honored as a “Woman of Influence” and on Forbes Magazine's “Impact 15” list.Read more Read less
Melba joined BECU in May 2017 and brings 25 years of experience in the financial services industry.
Melba's career includes roles as CFO and Senior Executive Vice President at HomeStreet Bank in Seattle, as well as CFO of Auto Finance and Student Lending at JPMorgan Chase in New York. Melba holds a Bachelor's Degree in Business and an MBA from the University of Washington.Read more Read less
John leads the Legal, Governance, Risk, and Compliance functions at BECU.
John has nearly 20 years of experience in the financial services industry. He serves on the boards for the Institute for Family Development, the Open Window School and the University of Washington's Computational Finance and Risk Management program. John holds a Ph.D. in Engineering from Princeton University.Read more Read less
Will has a passion for serving the community, especially in education, science, technology, math and the natural world.
Will has substantial expertise in digital media, mobile, eCommerce and payments technologies, previously holding executives roles at Amazon, Expedia, AT&T Wireless. Will has served on multiple boards for a variety of institutions. He is currently the President and CEO of the Pacific Science Center.Read more Read less