About Us

We are a financial cooperative that exists to actively serve our membership

Doing the right thing just comes naturally

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.


Read the BECU BylawsOpens a new windowOpens a new window

Read the BECU Corporate Governance OverviewOpens a new windowOpens a new window

Read the BECU Articles of IncorporationOpens a new windowOpens a new window


Board of Directors
As a member-owned cooperative, BECU is governed by a Board of Directors that is responsible for guiding the general direction of the credit union in the best interests of the membership and in accordance with BECU bylaws. We are proud to have this group of qualified professionals dedicate their time to serve BECU. 


Audit Committee
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. 


BECU Officials (Directors and Audit Committee Members) earn a stipend based upon their level of service. View the stipend scheduleOpens a new windowOpens a new window or the Opens a new windowOpens a new windowprocess for setting official stipends.


Executive Management Team
The BECU Executive Management Team is responsible for ensuring that the strategic direction and day-to-day operations of BECU support our credit union principles and bring value to members and our local communities. 


Compensation for BECU's Chief Executive Officer (CEO) is set by the BECU Board of Directors' Compensation Committee and reviewed every other year. Compensation is determined based on a variety of factors and includes base salary, annual incentive pay, long-term incentive pay, and retirement benefits. This approach delivers a balanced, yet competitive pay-for-performance compensation model that attracts and retains high-performing leaders who are responsible for the stability and sustained growth of BECU, the financial health of our members, and our unique culture that fosters and celebrates engaged, caring employees. View the process for setting CEO compensation.Opens a new windowOpens a new window

Interested in our Annual Meetings?

BECU members are invited to attend our Annual Meetings, which focus on highlighting the credit union's year-end financial performance, introducing new Board of Directors, and sharing forthcoming initiatives and priorities. Meetings are typically held each April. 


Our 2018 Annual Meeting took place at our Member Summit event on April, 24 at McCaw Hall.  Read more about the event

Watch the 2018 Member Summit and Annual Meeting Video

Contact us

Email BECU Board Communications at boardcommunications@becu.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 to the appropriate BECU staff person for response. Thank you for your interest in BECU.

Kyle Max

Kyle Max

Financial Advisor, LPL Financial

Location: Everett

Email: kyle.max@becu.org

Phone: 206-812-5318

Kyle is passionate about pairing financial planning with the value, service and trust members expect from BECU. He uses time-tested investment strategies to help members pursue their financial goals.

Kyle's areas of focus include retirement planning (Traditional and Roth IRAs), investment management, college planning, and rollover services for 401(k), VIP and 403(b). He holds Series 7 and 66 securities registrations with LPL Financial, as well as Washington State Life and Disability Insurance licenses.

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Nelly Hogue

Nelly Hogue

Financial Advisor, LPL Financial

Location: Bellevue - Redmond

Email: nelly.hogue@becu.org

Phone: 206-812-5309

Nelly has over 10 years of experience in the Financial Services industry. Passionate about helping individuals plan for their financial goals, 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 services 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.

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Seth Hallock

Seth Hallock

Associate Business Relationship Manager, Pierce, Kitsap and King County (West)

Email: seth.hallock@becu.org

Phone: 206 805-2522

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.

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Conor McDonald

Conor McDonald

Associate Business Relationship Manager, Snohomish, King, (East), and Whatcom Counties

Email: conor.mcdonald@becu.org

Phone: 206 805-2538

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.

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Matt Lavezzi

Jeff Lavezzi

Financial Advisor, LPL Financial

Location: Ballard, Northgate, Greenwood, Wallingford, Shoreline, Lake City

Email: jeff.lavezzi@becu.org

Phone: 206-812-5252

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 21 years of experience specializing in retirement planning, with a focus on fixed income strategies and 401(k), VIP, and 403(b) rollover 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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Matt Wahlman

Matt Wahlman

Financial Advisor, LPL Financial

Location: Ballard, Northgate, Greenwood, Wallingford, Shoreline, Downtown Seattle, Lake City

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), VIP, and 403(b) rollover 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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Larry Conley

Larry Conley

Senior Business Relationship Manager, Portland Region

Email: larry.conley@becu.org

Phone: 503-641-2650

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.

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Scott Rahn

Scott Rahn, AAMS®

Financial Advisor, LPL Financial

Location: Spokane area, Charleston, SC

Email: scott.rahn@becu.org

Phone: 509-321-2633

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.

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Thomas Mercer

Thomas Mercer, CFA®

Financial Advisor, LPL Financial

Location: Capitol Hill, Queen Anne

Email: thomas.mercer@becu.org

Phone: 206-439-5983

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.

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Juliann Taube

Juliann Taube

Trust Officer

Email: juliann.taube@becu.org

Phone: 206-812-5253

Juliann has worked in estate planning, probate and trust administration since 2009. She is dedicated to using her knowledge and experience to help individuals navigate through the estate planning and probate process.

Prior to joining BECU Trust Services, Juliann held paralegal positions at Lane Powell PC and Betts, Patterson & Mines P.S. in Seattle. She graduated from The Ohio State University with a BA in English and also earned her paralegal certificate from the Washington Online Learning Institute.

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Amy Fink

Amy Fink

Financial Advisor, LPL Financial

Email: amy.fink@becu.org

Phone: 425-609-5463

Amy works with individuals, families, and small business owners to help them pursue their financial goals on their own terms. She emphasizes comprehensive financial planning, tailoring portfolios to investor’s individual needs and tolerances. She takes a holistic, long-term view of relationships with members. She brings 16 years of experience in the financial industry to bear, with a background that includes concentrations in retirement and education planning, municipal bond trading, and client service.

Amy earned an interdisciplinary BA from Eastern Washington University in History, Government, and Communications. She holds FINRA series 7, 63, and 65 registrations through LPL Financial, as well as a Washington state Life and Disability insurance license, and a Chartered Retirement Plan Specialist™ designation. Amy is a member of the Financial Planning Association of Puget Sound, the EWU Alumni Association, and volunteers with charities in the Puget Sound area serving homeless and at-risk families.

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Jane Repensek, Audit Committee

Jane Repensek

Audit Committee Chairperson

Jane Repensek is the Chief Operating Officer/Chief Financial Officer at the Seattle Opera. Most recently a senior vice president with Seattle Foundation, Repensek has held leadership roles with CFO Selections LLC, Special Olympics Washington, Polaris Project and The Theatre Lab.

Before shifting to the not-for-profit world, Repensek worked in investment management, international invest banking, and corporate lending at Bank of America and Washington Mutual. A certified public accountant in Washington and Wisconsin, Repensek holds an MBA in finance from the University of Chicago, and a BS in Accounting from Marquette University.

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Susan Ehrlich

Susan Ehrlich

Board Chairperson, BECU Board of Directors

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.

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Benson Porter

Benson Porter

President/CEO

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.

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Brandi Hilling

Brandi Hilling

Trust Administrative Assistant

Email: brandi.hilling@becu.org

Phone: 206-812-5330

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.

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Tom Berquist

Tom Berquist

Senior Vice President of Marketing & Cooperative Affairs

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.

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Tom Morgan

Tom Morgan

CIO/SVP of Information Technology

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.

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Doug Marshall

Doug Marshall

Senior Vice President of Retail

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.

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Scott Strand

Scott Strand

Senior Vice President of Member Lending, Business and Wealth

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.

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Melanie Walsh

Melanie Walsh

Senior Vice President of Human Resources

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.

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David Yonce

David Yonce

BECU Board of Directors

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.

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Colleen Brown

BECU Board of Directors, Audit Committee

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.

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Denis Farmer

Denis Farmer

BECU Board of Directors

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.

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Bill Longbrake

Bill Longbrake

BECU Board of Directors

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.

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Roger Mauldin

Roger Mauldin

BECU Board of Directors

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.

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Desiree Serr

Desiree Serr

BECU Board of Directors, Audit Committee

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.

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Debra Somberg

Debra Somberg

BECU Board of Directors

Debra is co-founder of WinWin, an organization creating the ecosystem to develop ventures focused on driving synergistic benefits for the private, social and public sectors. Debra also sits on the boards of The Seattle Foundation and The Port Blakely Companies.

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. Debra holds a B.A. from Stanford University and an MBA from Harvard Business School.

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Maurita Sutedja, Audit Committee

Maurita Sutedja

Audit Committee

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.

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Debbie Taglialavore

Debbie Taglialavore

Director of Business Lending, Puget Sound Region

Email: deborah.taglialavore@becu.org

Phone: 206 436-2450

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.

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Linnea Wexler

Linnea Wexler

Senior Business Relationship Manager, Seattle and King County (West)

Email: linnea.wexler@becu.org

Phone: 206 999-9719

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.

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Jennifer Teramoto

Jennifer Teramoto

Senior Business Relationship Manager, Bellevue, Kirkland, Issaquah, Renton and King County(East)

Email: jennifer.teramoto@becu.org

Phone: 425 802-7818

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.

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Heather Odegaard

Heather Odegaard

Senior Business Relationship Manager, Snohomish, Skagit, Whatcom Counties

Email: heather.odegaard@becu.org

Phone: 425 609-5428

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.

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Patrick Tracy

Patrick Tracy

Senior Business Relationship Manager, Bellevue, Kirkland, Issaquah, Renton and King County (East)

Email: patrick.tracy@becu.org

Phone: 206 805-2577

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.

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Steve Hauschild

Steve Hauschild

Director of Business Lending, Eastern Washington

Email: steve.hauschild@becu.org

Phone: 509 321-2603

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.

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Jeff Verble

Jeff Verble

Senior Business Relationship Manager, Eastern Washington

Email: jeff.verble@becu.org

Phone: 509 321-2604

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.

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Kent Schultz

Kent Schultz

Senior Business Relationship Manager, Eastern Washington

Email: kent.schultz@becu.org

Phone: 509 321-2607

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.

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Paul Scheer

Paul Scheer

Senior Business Relationship Manager

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.

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Jeremy Blackburn

Jeremy Blackburn

Financial Advisor, LPL Financial

Location: Auburn, Federal Way, Redondo

Email: jeremy.blackburn@becu.org

Phone: 206-812-5356

Jeremy has worked at BECU since 2010 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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Michael Dukes

Michael Dukes

Financial Advisor, LPL Financial

Location: Kent, Bonney Lake, Hawks Prairie

Email: michael.dukes@becu.org

Phone: 206-812-5244

With 19 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.

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Darren Horejsi

Darren Horejsi

Financial Advisor, LPL Financial

Location: Downtown Seattle, Renton-Tukwila

Email: darren.horejsi@becu.org

Phone: 206-436-2829

Darren has over 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, 63, & 66 registrations with LPL Financial and Washington State Life and Disability Insurance.

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Brenda Huber

Brenda Huber, CFP®

Financial Advisor, LPL Financial

Location: Bothell, Woodinville, Silverdale

Email: brenda.huber@becu.org

Phone: 206-812-5144

Brenda is committed to building relationships with members and providing personalized investment strategies with the goal to help accumulate, preserve and transfer wealth. She enjoys working with members to help them not only pursue their financial goals, but also understand the value of high-quality investments.

Prior to joining BECU, Brenda was a Financial Advisor at Edward Jones Investments. Brenda’s areas of experience include Roth/Traditional IRAs, VIP, 401(k), and 403(b) rollover services, 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 with LPL Financial.

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Brian Locke

Brian Locke

Financial Advisor, LPL Financial

Location: South Bellevue, Issaquah

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 Bachelors degree from the University of Washington. He holds Series 7, 8, 24, 63, and 65 securities registrations and an insurance license with LPL Financial.

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Lance Nekota

Lance Nekota

Financial Advisor, LPL Financial

Location: Renton - Tukwila

Email: lance.nekota@becu.org

Phone: 206-439-5973

Lance has worked in the financial services industry for more than 18 years. His areas of specialty include investment and retirement planning, which enables him to provide fully integrated retirement 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, and 65 securities registrations and life and disability Insurance with LPL Financial.

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Mike Pankaskie

Mike Pankaskie

Financial Advisor, LPL Financial

Location: Renton Landing

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 VIP, 401(k) and 403(b) rollover services, annuities, life insurance, mutual funds, investment and retirement planning. Mike holds his Series 7 and 66 securities registrations and insurance licenses in life and disability with LPL Financial.

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Priscilla Suhre

Priscilla Suhre

Financial Advisor, LPL Financial

Location: Puyallup, Tacoma

Email: priscilla.suhre@becu.org

Phone: 206-436-2443

Priscilla brings 20 years of banking and 17 years of investment services experience to our 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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Steve Vertrees

Steve Vertrees

Financial Advisor, LPL Financial

Location: Renton - Tukwila

Email: steve.vertrees@becu.org

Phone: 206-812-5196

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.

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David Fryer

David Fryer

Financial Advisor, LPL Financial

Location: Renton - Tukwila

Email: david.fryer@becu.org

Phone: 206-812-5334

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 helps members develop and implement strategic solutions, providing the tools and the means to pursue financial independence.

David's areas of focus include retirement planning, investment strategies, and rollover services on all employer retirement plans (VIP, 401(k), 403(b), 457, and TSP). He holds Series 6, 7, 63, and 65 securities registrations with LPL Financial, as well as Washington State Life, Disability and Long-Term Insurance licenses.

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Tobias Shiner

Tobias Shiner

Financial Advisor, LPL Financial

Location: Bellevue - Redmond

Email: tobias.shiner@becu.org

Phone: 206-812-5359

Tobias specializes in retirement planning, 401(k), VIP, 403(b) rollover services, IRA, estate planning and individual financial plans.

He takes pride in creating a personal and detailed approach to financial planning, making these services accessible and easy to understand. Tobias holds Series 7 and 66 securities registrations with LPL Financial.

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Lorilee Wells

Lorilee P. Wells

Financial Advisor, LPL Financial

Location: Ravenna, Kirkland, Bellevue-Redmond

Email: lorilee.wells@becu.org

Phone: 206-436-2830

Lorilee has a passion for creating insightful financial plans for 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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Todd Crawford

Todd Crawford

Financial Advisor, LPL Financial

Location: Everett

Email: todd.crawford@becu.org

Phone: 425-609-5446

Todd specializes in personalized investment strategies with the goal to help members build and preserve wealth. Todd’s areas of focus include retirement planning, VIP, 401(k), 403(b) and 457 rollover services.

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 19 years.

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Todd Baek

Todd Baek

Financial Advisor, LPL Financial

Location: Mill Creek, Burlington (Mt. Vernon), Smokey Point, Lynnwood, Everett

Email: todd.baek@becu.org

Phone: 425-609-5403

Todd specializes in wealth planning strategies, which includes tax-advantaged investment solutions, retirement planning, 401(k) and Boeing VIP rollover 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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Jason Pang

Jason Pang

Financial Advisor, LPL Financial

Location: Lake Stevens, Everett, Marysville

Email: jason.pang@becu.org

Phone: 425-609-5493

Jason has been in the investment industry for more than 18 years. His areas of expertise 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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Mike Rackner

Mike Rackner

Financial Advisor, LPL Financial

Location: Roxbury, Burien, West Seattle, Renton, Maple Valley

Email: mike.rackner@becu.org

Phone: 206-812-5193

Mike has been registered in the investment industry since 1996 including working at BECU Investment Services since 2002 with experience in retirement and estate planning, investment management and business transactions.

Mike provides planning advice that strives to help BECU members build a strong financial foundation. His areas of focus include Investment Management and Wealth Consulting, Family Legacy Planning, and Mastery of 401(k), 403(b) and Boeing VIP 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, 63, & 65 securities registrations with LPL Financial and Washington State Life and Disability Insurance licenses.

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Jaime Suarez

Jaime Suárez

Financial Advisor, LPL Financial

Location: Everett

Email: jaime.suarez@becu.org

Phone: 425-609-5410

Jaime's goal is to offer a trusted resource to BECU Members. His specialty includes retirement planning, investment management, risk analysis, wealth preservation, social security and long term care.

He helps members with 401(k)/VIP and Pension rollover services, investing trusts, IRAs and small business retirement accounts. Jaime has earned a Graduate Certificate in Personal Financial Planning and holds licenses in life & disability insurance, Series 7 and 66 securities registrations with LPL Financial.

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Linda Davenport

Linda Davenport, CTFA

Vice President

Senior Trust Officer

Email: linda.davenport@becu.org

Phone: 206-439-5751

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.

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Mike Teramoto

Michael Teramoto, CTFA

Senior Trust Officer

Email: michael.teramoto@becu.org

Phone: 206-812-5154

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).

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Rachelle Czaplinski

Rachelle Czaplinski, CTFA

Trust Officer

Email: rachelle.czaplinski@becu.org

Phone: 206-439-5746

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.

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Jason Ritzenthaler

Jason Ritzenthaler, CFA, CTFA

Co-Chief Investment Officer

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.

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Becky Gardner

Becky Minaglia, CTFA

Trust Officer

Email: becky.minaglia@becu.org

Phone: 206-812-5268

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.

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Jessie Woolley-Wilson

Jessie Woolley-Wilson

BECU Board of Directors, Audit Committee

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.

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Melba Bartles

Melba Bartels

Senior Vice President of Finance and Chief Financial Officer

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.

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John Stewart

John Stewart

Senior Vice President, Chief Risk Officer

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.

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Will Daugherty

Will Daugherty

BECU Board of Directors

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.

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Matthew Oppenheimer

BECU Board of Directors

Matt is the co-founder and CEO of Remitly. Prior to starting Remitly, Matt was Head of Mobile and Internet Banking Initiatives for Barclays Bank Kenya and worked for the Barclays Corporate Bank in the United Kingdom.

Matt was named EY Entrepreneur of the Year 2016 in the Pacific Northwest and has been recognized as a Puget Sound Business Journal 40 Under 40 honoree for his work with Remitly. He holds a MBA from Harvard Business School and a bachelor’s degree in psychology from Dartmouth College.

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John McMurray

Audit Committee

John is the Chief Risk Officer and Chief Auditor for Russell Investments. He also teaches at the University of Washington. He has served in a variety of leadership positions at large financial institutions over his 36 year career.

John holds an MS from MIT, an MBA from the University of Texas, SA and a BS from Trinity University. He is a Chartered Financial Analyst, a Certified Public Accountant and a Charted Global Management Accountant.

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