BECU Investment Services Team

At this time, Financial Advisors are available for in-person meetings in Western Washington only.
Live outside this area? They'd love to connect with you via email or phone.

Jeremy Blackburn

Jeremy Blackburn

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: jeremy.blackburn@becu.org

Phone: 206-812-5356

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.

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Brian Locke

Brian Locke

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: brian.locke@becu.org

Phone: 206-812-5190

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.

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Steve Vertrees

Steve Vertrees

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

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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Matt Lavezzi

Jeff Lavezzi

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

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 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.

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Michael Dukes

Michael Dukes

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: michael.dukes@becu.org

Phone: 206-812-5244

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.

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Lance Nekota

Lance Nekota

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: lance.nekota@becu.org

Phone: 206-439-5973

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.

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Tobias Shiner

Tobias Shiner

Financial Advisor, LPL Financial

Location: Bellevue Eastside Financial Center

Email: tobias.shiner@becu.org

Phone: 206-812-5359

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.

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Todd Crawford

Todd Crawford

Financial Advisor, LPL Financial

Location: Everett Financial Center

Email: todd.crawford@becu.org

Phone: 425-609-5446

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.

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Darren Horejsi

Darren Horejsi

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: darren.horejsi@becu.org

Phone: 206-436-2829

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.

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Mike Pankaskie

Mike Pankaskie

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: michael.pankaskie@becu.org

Phone: 206-812-5295

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.

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Lorilee Wells

Lorilee Wells

Financial Advisor, LPL Financial

Location: Bellevue Eastside Financial Center

Email: lorilee.wells@becu.org

Phone: 206-436-2830

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.

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Jaime Suarez

Jaime Suárez

Financial Advisor, LPL Financial

Location: Everett Financial Center

Email: jaime.suarez@becu.org

Phone: 425-609-5410

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.

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Brenda Huber

Brenda Huber

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: brenda.huber@becu.org

Phone: 206-812-5144

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.

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Priscilla Suhre

Priscilla Suhre

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: priscilla.suhre@becu.org

Phone: 206-436-2443

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.

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David Fryer

David Fryer

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

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 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.

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Kyle Max

Kyle Max

Financial Advisor, LPL Financial

Location: Everett Financial Center

Email: kyle.max@becu.org

Phone: 206-812-5318

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.

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Mike Rackner

Mike Rackner

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: mike.rackner@becu.org

Phone: 206-812-5193

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.

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Jason Pang

Jason Pang

Financial Advisor, LPL Financial

Location: Everett Financial Center

Email: jason.pang@becu.org

Phone: 425-609-5493

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.

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Todd Baek

Todd Baek

Financial Advisor, LPL Financial

Location: Everett Financial Center

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 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.

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Nelly Hogue

Nelly Hogue

Financial Advisor, LPL Financial

Location: Eastside Financial Center

Email: nelly.hogue@becu.org

Phone: 206-812-5309

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.

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Matt Wahlman

Matt Wahlman

Financial Advisor, LPL Financial

Location: Tukwila Financial Center

Email: matt.wahlman@becu.org

Phone: 206-812-5238

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.

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

*Investing in securities may involve fees or commissions.

**Financial Advisors are registered with, and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.

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