BECU Investment Services Team

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

Lance Nekota

Lance Nekota

Financial Advisor, LPL Financial

Coverage areas: Renton - Tukwila, Kent

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 takes a holistic approach to investing through a conscientious process to gain a complete understanding of his client’s goals, lifestyle, and risk tolerance. By building long term relationships, he is able to assist his clients with well defined goals and a strategic roadmap to work towards them. 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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Steve Vertrees

Steve Vertrees

Financial Advisor, LPL Financial

Coverage areas: 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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Brenda Huber

Brenda Huber, CFP®

Financial Advisor, LPL Financial

Coverage areas: Bothell, Woodinville

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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Tobias Shiner

Tobias Shiner

Financial Advisor, LPL Financial

Coverage areas: 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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Mike Pankaskie

Mike Pankaskie

Financial Advisor, LPL Financial

Coverage areas: Renton

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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Jared Eglington

Jared Eglington, MBA

Financial Advisor, LPL Financial

Coverage areas: Downtown Seattle

Email: jared.eglington@becu.org

Phone: 206-805-5543

Jared provides experience, intellectual capital and dedicated personal service to help clients work towards their life goals.

Jared has spent 14 years dedicated to providing clients an individually tailored approach. At the heart of his philosophy is a passion to provide outstanding guidance, value and service, whether one is just starting out or investing for a long time. He enjoys taking investment management beyond traditional methods, employing additional strategies that address each credit union member’s unique needs. Jared is a graduate of NYIT; MBA, Finance, and University of Washington; BA, Interdisciplinary Studies. He holds series 7, 6, 65, and 63 licenses with LPL Financial, as well as Life and Disability insurance licenses.

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Todd Baek

Todd Baek

Financial Advisor, LPL Financial

Coverage areas: Arlington, Lynnwood, Mill Creek, Skagit Valley

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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Bret Edensword Meet the Team Promo

Bret Edensword

Financial Advisor, LPL Financial

Coverage areas: Tacoma, Hawks Prairie, Silverdale

Email: bret.edensword@becu.org

Phone: 206-965-3152

Bret joined BECU Investment Services in 2018 and brings with him 25 years of financial- and insurance-service experience.

As a financial advisor, Bret diligently works to understand each of his client’s financial desires, with the goal to help them have a paycheck in retirement just like the working years. Bret has a special focus on long-term care. He is a graduate of Pacific Lutheran University, and holds Series 7 and 66 securities registrations with LPL Financial, as well as Washington State Life, Disability, Long Term Care, Property and Casualty Insurance licenses.

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Lorilee Wells

Lorilee P. Wells

Financial Advisor, LPL Financial

Coverage areas: Kirkland, Bellevue, U-District

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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Thomas Mercer

Thomas Mercer, CFA®

Financial Advisor, LPL Financial

Coverage areas: Capitol Hill, Queen Anne, Downtown Seattle

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. Thomas Mercer is a CFA® charterholder. 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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Scott Rahn

Scott Rahn, AAMS®

Financial Advisor, LPL Financial

Coverage areas: 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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Darren Horejsi

Darren Horejsi

Financial Advisor, LPL Financial

Coverage areas: 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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Priscilla Suhre

Priscilla Suhre

Financial Advisor, LPL Financial

Coverage areas: Puyallup, Bonney Lake

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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Michael Dukes

Michael Dukes, MBA

Financial Advisor, LPL Financial

Coverage areas: Renton - Tukwila

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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David Fryer

David Fryer

Financial Advisor, LPL Financial

Coverage areas: Auburn, Federal Way, Pierce County

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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Jeremy Blackburn

Jeremy Blackburn

Financial Advisor, LPL Financial

Coverage areas: Auburn, Des Moines, Federal Way

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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Mike Rackner

Mike Rackner

Financial Advisor, LPL Financial

Coverage areas: West Seattle, Burien, Maple Valley, Renton

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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Kyle Max

Kyle Max

Financial Advisor, LPL Financial

Coverage areas: 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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Matt Lavezzi

Jeff Lavezzi

Financial Advisor, LPL Financial

Coverage areas: North Seattle

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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Todd Crawford

Todd Crawford

Financial Advisor, LPL Financial

Coverage areas: 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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Brian Locke

Brian Locke

Financial Advisor, LPL Financial

Coverage areas: 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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Amy Fink

Amy Fink, CRPS®

Financial Advisor, LPL Financial

Coverage areas: North Seattle

Email: amy.fink@becu.org

Phone: 425-609-5463

Amy works with individuals, families, and small business owners. Her practice emphasizes comprehensive financial planning, tailoring portfolios to investor’s needs, tolerances, and goals.

She takes a holistic, long-term view of relationships with members. She has been licensed in the financial industry since 1999, with a background that includes retirement and education planning, municipal bond trading, and client service. Amy earned a BA from EWU in ITDS. She holds FINRA series 7, 63, and 65 registrations through LPL Financial, a Washington state Life and Disability insurance license, and a CRPS® designation. Amy is a member of the Financial Planning Association of Puget Sound, the EWU Alumni Association, and volunteers with local charities serving homeless and at-risk families.

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Jaime Suarez

Jaime Suárez

Financial Advisor, LPL Financial

Coverage areas: 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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Matt Wahlman

Matt Wahlman

Financial Advisor, LPL Financial

Coverage areas: North Seattle

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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Jason Pang

Jason Pang

Financial Advisor, LPL Financial

Coverage areas: 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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*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

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