Planning for Individuals & Families
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Strategies for Business Owners
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Mindful Planning for Women
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Professional Management
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Our long-tenured team is dedicated to working with hardworking business owners and multi-generational families, just like us.
Our firm was built on the foundation of integrity, honesty and a commitment to our community and clients.
Jeff begins his career working to help client's meet their financial goals
Jim joins Jeff in the financial services industry
Jeff & Jim partner in establishing their own business
Lindsey begins her career in the financial services industry
Lindsey proudly joins the family business, making it a second generation firm
Dedicated to enhancing the quality of our client’s lives as we oversee their wealth. Listening to our clients and understanding their dreams, wants and wishes drives the planning that we do.
Bringing a team approach to our comprehensive financial planning means we combine the knowledge of our team members with the experience of our professional partners to address your entire financial picture.
Helping our clients achieve financial independence and offering independent advice. We’re not bound to any products or services, which provides us the freedom to suggest only what we believe will be in your best interest.
As a founding partner of McKay Wealth Management, Jeff has played an integral role in creating the firm’s mission and vision. Jeff focus's on personal wealth strategies including preserving assets in retirement and transitioning wealth through multi-generational and legacy planning.
Jeff is an Investment Adviser Representative with Voya Financial Advisors, Inc. His designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Jeff currently serves as an appointed member on the Voya Field Leader Advisory Council and served on the AssetMark Field Advisory Board, where he represented the interest of advisors and clients. In addition, Jeff serves as Board Member of the Southwest King County Estate Planning Council. Jeff is a partner at WestStar Financial Group, where he offers guidance to 90 financial advisors on the complexity of the financial services industry.
Jeff is a retired Naval Reserves Commander and previously served as President of Southcenter Rotary and President and Board Member of Highline Medical Center Foundation.
He received his degree from Western Washington University Business School.
Jeff and his wife Annie currently split their time between Browns Point, WA and Kailua, HI. In his free time, Jeff enjoys spending time with his children and grandchildren. He avidly collects and restores vintage sports cars.
Jim is a founding shareholder of McKay Wealth Management and is passionate about helping clients in reaching their long-term financial objectives. He is a strong believer that to achieve financial goals hinges on having the right plan and minimizing taxes. A plan that fits the clients’ unique circumstances and grows with them. Jim’s greatest strength is listening to and understanding his clients’ needs, wants and wishes, to be able to help them work toward their financial goals and minimizing taxes through tax efficient solutions.
Jim has been in the Financial Services industry since 1981. He established the Business Succession and Retirement Plan departments. His knowledge and experience in tax efficiencies and finance make him sought after by many in the industry. Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, maintains the Accredited Investment Fiduciary® designation and is an Investment Advisor Representative with Voya Financial Advisors. He is a life and qualifying member of the Voya Circle of Excellence* for over 10 years. He is also a member of the Voya ERISA Plan Investment Consulting (EPIC) program. Jim is recognized by the Financial Times as one of the Top 401 Retirement Advisors** of 2015, 2016, 2017 and 2018 for his focus on serving defined contribution and retirement plans.
Jim is a graduate of Seattle Pacific University and the College for Financial Planning. He lives in South King County and enjoys travel, fishing and spending time with his family.
*The Voya Circle of Excellence award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and production credits.
**The Financial Times (FT) 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisor nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
Lindsey is a partner with McKay Wealth Management who focuses on building plans with individuals who are looking to secure their financial futures. Prior to joining McKay Wealth Management in 2007, she worked at Merrill Lynch at the World Financial Center in New York City.
Lindsey is an appointed member of the Women’s Advisor Network and sits on our investment committee. She is a member of the Financial Planning Associate of Puget Sound and Estate Planning Council of Seattle.
Lindsey earned her BS in Finance from the Leonard N. Stern School of Business at NYU. Along with her husband, Seth, she is a travel and food enthusiasts living in Ballard, WA. In her free time, she enjoys running, experiencing the outdoors and serving as a Girl Scout Troop Leader.
Ph: 206.973.4494
Em: lori.griffith@mckaywealth.com
Fx: 866.773.8304
Lori began her career in finance working for General Motors Acceptance Corporation. While working at GM, she also attended night school to earn her MBA with an emphasis in Business Management. In 1996, Lori and her business partner started their own company called “On the Juice”. Their company brought the concept of “meal in a cup” smoothies to Hawaii. Over the span of three years, their company grew from one location to three.
In 2005, with “On the Juice” sold, Lori and her husband Jeff decided to make the move to Issaquah Washington. She joined the team at PRFG as the business’s Operations Manager in 2006. Lori was promoted in 2009 to Chief Financial Officer, overseeing all financial procedures and reporting. Lori also serves on the company's board of directors.
Born and raised in Hawaii, she is active in the Hawaiian community. Lori supports a foundation that serves underprivileged youth by providing free hula lessons and educational tutoring. Jeff and Lori have 3 daughters. Each year the family looks forward to their annual trip home to Honolulu.
Ph: 206.973.4485
Em: nathan.oconnor@mckaywealth.com
Fx: 866.773.8304
Nathan joined McKay Wealth Management in 2005 and has over 17 years of experience in Financial Services. Being a key team member of a family owned firm and creating strong client relationships is what he values most.
Nathan attended the University of Washington and graduated from Western Washington University, earning a business degree with a concentration in Finance. He currently holds FINRA Series 7, 63, and Series 65 securities registrations. Prior to joining McKay Wealth Management, he worked on a trading desk for Bank of America Securities.
Nathan enjoys spending time with his family, especially with his five nieces. He is an avid hiker, logging 30 to 40 miles per month exploring and hiking the Pacific Northwest. Nathan and his wife, Angela, currently live in Renton and enjoy traveling the world, checking off their bucket lists one destination at a time.
Ph: 206.973.4482
Em: norma.drysdale@mckaywealth.com
Fx: 866.773.8304
A native of Tukwila, Norma joined the team in 1999. After 20+ years in air freight logistics, she made the change to the financial field. Her career with McKay Wealth suits her desire to work within a firm with personal, community values and connections. Her responsibilities include business development, client services and business operations. She is the first person to greet you with a smile as you arrive at to our offices.
Norma and her husband Torry are residents of the Glen Acres Golf and Country Club in North Burien, where they try to fit in as many rounds of golf as they can. Beyond golfing Norma enjoys cooking and always willing to give a new recipe a try.
Norma supports the Highline Medical Center Foundation and the Tukwila Food Pantry.
Ph: 206.973.4487
Em: kelly.mckay@mckaywealth.com
Fx: 866.773.8304
Kelly joined McKay Wealth Management in 2015 and brings a wealth of knowledge in the ERISA-based retirement plan space. Prior to joining McKay Wealth Management, Kelly spent several years working for a retirement plan consulting firm where she worked with large corporate retirement plans throughout the country and provided clients with plan design assistance, investment selection and customized participant communication and education.
Kelly has a Bachelor's of Finance from the University of Washington and holds the FINRA Series 7 & 66 registrations. With her focus on business retirement planning, she is an active member of the National Association of Pension Advisors, Women In Pension Network and has obtained her Chartered Retirement Plan Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), and Accredited Investment Fiduciary (AIF) designations.
A self-proclaimed “tourist in her own town,” Kelly enjoys exploring Seattle and trying new things. When she’s not out and about she is either at home binging Modern Family, doing hot yoga or volunteering at the Seattle Humane Society.
Ph: 206.973.4483
Em: tony.delorenzo@mckaywealth.com
Fx: 866.773.8304
Tony has over 30 years of experience in banking and investments beginning his career in consumer finance at Puget Sound Bank where he completed the management training program. After leaving Puget Sound Bank, Tony managed the Western Washington regional call center for KeyBank. In 2000, Tony transitioned to Russell Investments to pursue a career in his favorite hobby, personal investments.
At Russell, Tony supervised the Transfer Agent Support team and handled exceptions processing for the broker dealers and adviser clients. In 2007, Tony obtained his Series 7 and 63 registrations in order to assist Russell employees with their personal investments accounts. Tony left Russell shortly after their relocation to Seattle and is now doing what he loves: helping people to improve their financial security as a Client Service Associate with our firm.
Tony was born in Fircrest and has lived in University Place for 27 years, just a golf club's swing down the first fairway from his childhood home. He attended both Bellarmine Prep and Western Washington University where he studied business management. Tony’s favorite vacation spot is Maui were he visits annually with his wife of 29 years Deborah. They are proud parents of a shih-tzu/Maltase mix, Mandy who is 9 years young.
Ph: 206.973.4496
Em: dona.katseyeanis@mckaywealth.com
Fx: 866.773.8304
Dona joined McKay Wealth Management December 2012 with 15 years of experience in financial services: 12 years in the marketing department of an independent broker-dealer and three years working with an independent P & C and life insurance agent.
Dona appreciates the local culture: museums, opera, theater and listening to live music. She enjoys traveling to Europe, Hawaii and Caribbean cruises. Dona is an enthusiastic fantasy football team owner and has been an avid Seahawk fan since 1976.
Dona resides in Burien with her husband Gus, and their two rescue dogs Cheerio and Luna.
Ph: 206.973.4495
Em: lagadonm@mckaywealth.com
Fx: 866.773.8304
Marleen joined McKay Wealth Management in 2017 as a part-time Admin Assistant. Marleen worked over twenty years in the retail mortgage industry and Retail Buying Office community. She is very organized and detail oriented making her an asset to the team. She enjoys being a part of the various projects and events McKay Wealth Hosts, and coordinating them with our clients. Marleen works part time so she can spend more time with her daughter Chloe.
Marleen was born and raised in Hawaii and loves to cook, read, dance hula and travel. Marleen and her family moved to Bellevue, Washington in 2015 to pursue a better education for her daughter Chloe and for her husband Chris to join in the abundant job opportunities in Refrigeration and HVAC in Seattle.
Ph: 206.826.1714
Em: julia.shulikov@mckaywealth.com
Fx: 866.773.8304
Julia joined McKay Wealth Management in 2017 as a client relationship associate. She began her financial services career in 2011 and is experienced working with various retirement/investment clients. Julia is a graduate of Washington State University Vancouver with a Bachelor's of Finance degree and holds the FINRA series 7 and 66 registrations.
After her wedding in June 2017, Julia and her husband David moved to Auburn where they enjoy spending time with friends and family. Julia is actively involved in her church where she teaches Russian school.
Ph: 503.213.3628
Em: scott.waldron@mckaywealth.com
Fx: 866.773.8304
Scott has over 34 years of experience in the insurance and financial services industry and understands the importance of cultivating long-lasting relationships and enduring bonds.
Scott possesses significant knowledge and insight of the 401(k) retirement plan market, gained through his industry experience of consulting, designing, implementing and servicing qualified defined contribution retirement plans from his associations with; Transamerica Retirement Services, Bank of America, US Bank and MSI Insurance.
Professionally, Scott actively maintains his life and health insurance licenses in Oregon and Washington is a Registered Representative of Voya Financial Advisors (Series 6 & 63) and has earned AIF (Accredited Investment Fiduciary) and CFEd (Certified Financial Educator) designations. Scott is also a past president of the Kruse Way Lake Oswego Rotary Club and Sigma Phi Epsilon fraternity alumni of Oregon State University.
Setting you and yours on the path toward a sound financial future is our ultimate goal. By using a team-based approach, we’re able to put our combined decades of experience into solving every client’s unique financial needs. As we listen to your personal goals and specific concerns, we’ll embark on a journey together toward achieving financial clarity and the quality of life you desire for you and your family.
Setting you and yours on the path toward a sound financial future is our ultimate goal. By using a team-based approach, we’re able to put our combined decades of experience into solving every client’s unique financial needs. As we listen to your personal goals and specific concerns, we’ll embark on a journey together toward achieving financial clarity and the quality of life you desire for you and your family.
We'll begin by getting to know each other. During this time, we'll discuss your personal and financial goals as well as your current financial picture.
Once we're well acquainted, our team will dive deeper into identifying your personal values, beliefs and financial vision. We'll discover what's important to you and how we can help get you there.
We'll begin gathering data and analyzing your financial situation. Let’s develop a clear picture of your specific needs, assets, liabilities and risk tolerance.
Our advisors will take into account your needs now and those you may have in the future as we design and present to you a comprehensive financial strategy.
This is when we'll put to work the strategies our team and professional partners have designed to support your unique aspirations and financial goals.
Our team will periodically review your strategy. We’ll consult with you to make recommended adjustments and work together to keep your plan on track.
To complete your total wealth picture, we offer comprehensive services including:
Tax Planning Strategies
Optimize Retirement Benefits
Moderate Risk
Plan For Business Transition
To the extent that individual and business have different marginal rates at different income level, you can work with your accounting professional to coordinate the taxation of business and professional income in a way that provides the greatest tax benefit to both the business and you the owner.
Selecting the right retirement plan to benefit both you and your employees can feel like a monumental task for any business owner. Not only are you taking on the fiduciary duties of acting in your employees’ best interest, but you’re becoming liable for their hard-earned retirement savings.
The good news? Our team of professionals are well-equipped to help you select and execute your company’s retirement plan.
Review personal and professional insurance policies to ensure you and your business have adequate protection.
Purchasing or selling a business is a major financial decision, one that frequently carries emotional implications. When it's your business, it becomes part of you who you are, adding to the already complex circumstances of these transactions. Special attention needs to be paid not only to the financial impact and structure but also the personal impact to you and your family. Plan ahead by assembling a team of qualified professionals to guide you through a thoughtful and well executed transition.
Financial wellness is about the healthy balance between living for today and preparing financially for tomorrow. It's not necessarily about being wealthy; it’s about achieving a state of mental well-being where you feel you have control over your current finances, are prepared for the unexpected and have confidence in financial decisions you make today and in the future.
Women should understand where their attitudes and habits about finances come from, and where necessary, write another story. Each woman is unique in her own right and will have her own personal experiences. Uncovering what has molded your own personal beliefs and habits is enables you to better understand how you have come to be where you are and what you may need to alter in order to get where you are ultimately wanting to go.
To be mindful, you need to understand what motivates you to both spend and save money. We will want to be realistic about your needs and wants, while identify and prioritize your financial goals. The more clarity you have about what drives your financial decision making, the more ease you will have in making progress to your goals. Being committed to your short term and long term goals will allow you to be more intentional with your money.
Women tend to take a holistic approach to how they feel about money. They often look at money in terms of how it can be used to achieve the things that are important to them. Creating your own definition of worth provides women the opportunity to see the big picture of what they are ultimately trying to achieve. Where do you place the most value in your life and how does that fit into the financial goals that you have set?
The previous steps have likely uncovered the significance your loved ones play in your life. As a woman, you are more likely to push pause on your career to care for children or elderly parents, and this typically can occur just as you are entering your peak earning years. Understanding the effect this can have on your goals can enable you to plan accordingly and focus your time and energy on caring for those when they need you the most.
Having a clearly defined plan enables you to feel more confident about the path that you are on. Having contingency plans for things that can unexpectedly occur will ensure that you have greater confidence to navigate those circumstances if arise. While it is impossible to plan for all potential scenarios, each "what if" conversation creates better understanding of how such events will impact your plan and the change of course that could be taken.
Market risk describes the fluctuations in security prices as a result of market activity and expectations. But market risk is not the only factor that can affect your balance sheet or financial well-being. Women having a longer life expectancy than men means you will need to be mindful of inflation and longevity risk as well. For this reason, it is important that you do not invest too conservatively. Working together we will identify the appropriate balance of risk for you and your long-term financial goals.
We believe in providing our clients personalized and tailored solutions to fit their unique needs and offer the highest level of service. By working with us, you'll gain clarity in how you want your wealth to work for you and confidence in knowing that we will focus on helping you ensure your family needs are fulfilled.
With a destination in mind, you can be more focused.
You'll become more educated about your investing approach.
Think about losses, how they make you feel and how much risk you are willing to take on.
Make sure your investments reflect your goals and risk tolerance, while also allowing for opportunity during up markets.
Monthly Economic Update with Rachael Crane and Lindsey McKay - SAVE THE DATE- 8/10/2020 at 2 pm PST
Social Security- Options to help you maximize your benefits - Click here to register. (CN1230077_0722)
Healthcare Costs in Retirement- Click here for replay (CN1224687_0622)
Estate Planning: Protect Your Loved Ones with Proper Planning. Click here for replay. (CN1202506_0620)
Demo- eDelivery Go Paperless- Click here for replay. (CN1214277_0621)
Monthly Economic Update with Rachael Crane and Lindsey McKay - Click here for replay. (CN1225860_0720)
Cybersecurity: How criminals get our information and what we can do to stop them - Click here for replay. (CN1239267_0920)
Our family’s firm was founded on the idea that we should be honest with our actions and loyal to clients in our offerings. If these beliefs, along with our decades of experience and comprehensive services, sound like the right fit for you then give us a call or fill out the form below.
