Life and Estate Planning

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susan l., lynnwood

Life and Estate Planning

You've worked hard for everything you've earned, and chances are, there are people you want to benefit from all that hard work.


Let the Financial Advisors* from BECU Investment Services help. Working with you, we can build life and estate plans to transfer your assets in the most tax-efficient manner, and establish a fair and equitable distribution of your assets to future generations. We'll also diligently monitor and adjust your estate planning strategy to make sure it's in line with your wishes and evolving circumstances.


Life & Estate Planning Services

Regardless of your level of wealth, life and estate planning is a vital part of your overall financial plan.  Planning ahead can give you greater control, privacy and an opportunity to leave more of your legacy to your loved ones.

BECU Investment Services can provide guidance and strategies to work towards minimizing your estate tax liabilities and protecting your legacy that you can leave to loved ones.  It is important to get legal and tax advice thinking through how each asset will pass to your beneficiaries as well as your estate as a whole.


  • Inheritance Strategies
  • Family Wealth Transfers

  • Beneficiary Planning

  • Gifting

  • Outside Investment Account Consolidation

Direct Access to Local Professionals

Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary in-person consultation.

Connect with a BECU Advisor

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

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are: 

Not NCUA / NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

Branch Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.