BECU Investment Services Team

BECU Investment Services

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

Rick Nelson, Financial Advisor, LPL Financial

Rick Nelson

Financial Advisor, LPL Financial

Coverage areas: Everett and Lynnwood

Email: rick.nelson@becu.org

Phone: 425-609-5438

Rick brings over 36 years of experience in financial services to help BECU members make informed investment decisions.

Whether you are investing for retirement, educational expenses, or 401k rollover services, Rick delivers a full range of investment planning strategies tailored to your unique financial needs. He holds Series 7, 63, and 65 Securities Registrations held with LPL financial and life and disability licenses.

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Amy Fink

Amy Fink, CRPS®

Financial Advisor, LPL Financial

Coverage areas: Bellevue, Issaquah, Bothell, Woodinville, Kirkland, Redmond, Sammamish, Factoria, and Newcastle.

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.

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chris lane

Chris Lane

Financial Advisor, LPL Financial

Coverage areas: Greater Spokane area

Email: chris.lane@becu.org

Phone: 509-321-2688

Chris has more than a decade of wealth and investment management experience, delivering comprehensive investment services.

Chris leverages individual planning and investment management services to help BECU members work toward their unique financial ambitions. He specializes in investment management, 401(k), 403(b) and Boeing VIP planning, retirement income strategies and IRA's.

He holds Series 7, 63, and 65 Securities Registrations held with LPL Financial and Washington State Life and Disability licenses.

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Todd Baek

Todd Baek

Financial Advisor, LPL Financial

Coverage areas: Skagit Valley, Mill Creek, Arlington and Everett

Email: todd.baek@becu.org

Phone: 425-609-5403

Todd specializes in wealth planning strategies, which includes tax-advantaged investment strategies, 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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Skyler Dompier

Skyler Dompier

Financial Advisor, LPL Financial

Coverage areas: Everett

Email: skyler.dompier@becu.org

Phone: 425-609-5437

Skyler specializes in personalized investment strategies to help BECU members stay informed.

Relying on years of experience, Skyler helps members prepare for life's twists and turns. His areas of focus are utilizing retirement planning and investment strategies, to tailor a plan for your financial goals. Skyler graduated from Washington State University with degrees in accounting and economics. He holds Series 7, 65, and 63 securities registrations through LPL Financial.

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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 BECU 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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Matt Lavezzi

Jeff Lavezzi

Financial Advisor, LPL Financial

Coverage areas: Greenwood, Ballard, Wallingford and Issaquah

Email: jeff.lavezzi@becu.org

Phone: 206-812-5252

Jeff is passionate about helping BECU 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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Darren Horejsi

Darren Horejsi

Financial Advisor, LPL Financial

Coverage areas: Renton, Bellevue, and 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 BECU 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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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 planning.

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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Jared Eglington

Jared Eglington, MBA

Financial Advisor, LPL Financial

Coverage areas: Capitol Hill, Queen Anne, South Lake Union, and Downtown Seattle

Email: jared.eglington@becu.org

Phone: 206-805-5543

LinkedIn Profile

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

Jared has spent 15 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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Thomas Mercer

Thomas Mercer, CFA® , CSRIC™

Financial Advisor, LPL Financial

Coverage areas: Capitol Hill, Queen Anne, Tukwila and Downtown Seattle

Email: thomas.mercer@becu.org

Phone: 206-439-5983

LinkedIn Profile

Thomas understands that investment decisions are personal decisions. He emphasizes this alignment by building investment portfolios that marry his clients personal values as well as their investment objectives. As a Chartered SRI Councelor (CSRIC), Thomas makes educating his clients on Sustainable, Responsible, and Impact (SRI) investments a top priority.

Utilizing Traditional and Roth IRAs, 401(k), Boeing VIP, and pension planning, Thomas prefers to tailor investment plans around a holistic retirement plan. Thomas holds Series 7, 63, and 65 securities registrations through LPL Financial, as well as Washington State life and disability insurance licenses. He earned the right to use his Chartered Financial Analyst (CFA®) designation after passing each of the three examinations on the first attempt. He also holds a Bachelor's Degree in business administration from Washington State University.

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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. Bret brings with him 25 years of financial- and insurance-service experience with a special focus in retirement preparation and long-term care.

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. 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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Kyle Max

Kyle Max

Financial Advisor, LPL Financial

Coverage areas: Everett and North Seattle

Email: kyle.max@becu.org

Phone: 206-812-5318

LinkedIn Profile

Kyle uses time-tested investment strategies to help BECU members pursue their financial goals.

Kyle's areas of focus include retirement planning, risk management, asset placement, investment management, and rollover review services (401ks, 403b, VIP, and more). He is experienced in Roth and traditional IRAs, generating sustainable income, long-term care insurance, and annuities. 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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Sean Jones, Financial Advisor

Sean Jones

Financial Advisor, LPL Financial

Coverage area: Bellingham

Email: sean.jones@becu.og

Phone: 360-255-2123

Sean brings 13 years of financial, retirement and insurance planning experience as well as decades of business management and risk analysis expertise. Sean understands the highly personal aspects of investment services, and that each BECU member has unique financial desires and aspirations.

Whether your target destination is a robust college fund, dream home, comfortable retirement, or a memorable legacy, ultimately the preparation, implementation and execution of a comprehensive financial plan requires a well-drafted roadmap to achieve success. Sean specializes in solutions that provide for a stable "salary" in retirement and prioritizes managing risk, capital preservation, and tax managed options in each phase of a life plan. Sean believes that trust and personal connection are imperative to achieving the long-term goals of each member. Sean holds his Series 7, 63 and 66 securities registrations with LPL Financial. He also holds his Life and Disability Insurance licenses.

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Jason Pang

Jason Pang

Financial Advisor, LPL Financial

Coverage areas: Everett and the South Snohomish County I-5 corridor.

Email: jason.pang@becu.org

Phone: 425-609-5493

Jason has been in the investment industry for more than 18 years. His areas of experience 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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Lorilee Wells

Lorilee P. Wells

Financial Advisor, LPL Financial

Coverage areas: Bellevue and Kirkland

Email: lorilee.wells@becu.org

Phone: 206-436-2830

LinkedIn Profile

Lorilee has a passion for creating insightful financial plans for BECU 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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Matt Wahlman

Matt Wahlman

Financial Advisor, LPL Financial

Coverage areas: Greenwood, Ballard, Wallingford and Issaquah

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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Mike Rackner

Mike Rackner

Financial Advisor, LPL Financial

Coverage areas: West Seattle, Burien, Maple Valley, and Covington

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 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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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 BECU 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 20 years.

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Lance Nekota

Lance Nekota

Financial Advisor, LPL Financial

Coverage areas: Kent, Renton, and Tukwila

Email: lance.nekota@becu.org

Phone: 206-439-5973

Lance has worked in the financial services industry for more than 20 years. His areas of specialty include Traditional and Roth IRAs, Boeing VIP, 401(k) and 403(b) rollover services, annuities, life insurance, mutual funds, and investment and retirement planning. 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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Nancy Tran

Nancy Tran

Financial Advisor, LPL Financial

Coverage areas: Southwestern King County including Burien, Kent, and Tukwila

Email: Nancy.tran@becu.org

Phone: 206-702-9532

Nancy has worked in the financial industry since 2006 and joined the BECU Investment Services team in 2015. She believes in taking a holistic look at your entire financial picture to create a personalized plan that works toward your unique long-term financial goals.

Her areas of experience include financial planning, retirement planning, 401(k) and 403(b) rollover services, VIP, Traditional IRAs and Roth IRAs. Nancy earned a Bachelor's degree in business administration from the University of Washington. She holds licenses in life and disability insurance, as well as Series 7 and 66 securities registrations with LPL Financial.

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Brenda Huber

Brenda Huber, CFP®

Financial Advisor, LPL Financial

Coverage areas: Bothell, Woodinville and Tukwila

Email: brenda.huber@becu.org

Phone: 206-812-5144

Brenda is committed to building relationships with BECU members and providing personalized investment strategies with the goal to help accumulate, preserve and transfer wealth. She enjoys working with BECU 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 advantaged 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

Coverage areas: Tukwila

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 Bachelor's degree from the University of Washington. He holds Series 7, 8, 24, 63, and 65 securities registrations held with LPL financial and an insurance license. *Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

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Steve Vertrees

Steve Vertrees

Financial Advisor, LPL Financial

Coverage areas: 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 management 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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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 Investment services since 2012 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 Pankaskie

Mike Pankaskie

Financial Advisor, LPL Financial

Coverage areas: Tukwila, Renton and East King County

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 held with LPL financial and insurance licenses in life and disability.

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*Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.