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With Us, It’s Personal



We’re a multi-generational family business with over 100 years of experience in the industry.


Our long-tenured team is dedicated to working with hardworking business owners and multi-generational families, just like us.


Welcome to McKay Wealth Management

Our firm was built on the foundation of integrity, honesty and a commitment to our community and clients.


Our History


1973

Jeff begins his career working to help client's meet their financial goals

1981

Jim joins Jeff in the financial services industry

1994

Jeff & Jim partner in establishing their own business

2004

Lindsey begins her career in the financial services industry

2007

Lindsey proudly joins the family business, making it a second generation firm

What We Believe In


Quality of Life


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.

Collaboration


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.

Independence


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.


See Our Services

Financial Planning With Purpose

From Our Family to Yours

Jeffrey J. McKay, ChFC, CLU Photo

Jeffrey J. McKay, ChFC, CLU

Partner
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Jeffrey J. McKay, ChFC, CLU

Partner



As a founding partner of McKay Wealth Management, I’ve played an integral role in creating the firm’s mission and vision. I focus on personal wealth strategies including preserving assets in retirement and transitioning wealth through multigenerational and legacy planning.

I am an Investment Adviser Representative with Voya Financial Advisors, Inc., and my designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). I currently serve as an appointed member on the Voya Field Leader Advisory Council as well as the AssetMark Field Advisory Board, where I represent the interest of advisors and clients. In addition, I serve as Board Member and President of the Southwest King County Estate Planning Council. I am also a partner at WestStar, where I offer guidance to 120 advisors on the complexity of the financial services industry.

I’m a retired Naval Reserves Commander and previously served as President of Southcenter Rotary and Board Member of Highline Medical Center Foundation.

I received my degree from Western Washington University & Business School.

My wife, Annie, and I currently split our time between Browns Point, WA and Kailua, HI. In my free time, I enjoy spending time with my grandchildren and avidly collect and restore vintage sports cars.

James R. McKay, CFP®, AIF® Photo

James R. McKay, CFP®, AIF®

Partner
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James R. McKay, CFP®, AIF®

Partner


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 R. McKay, CFP® Photo

Lindsey R. McKay, CFP®

Partner
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Lindsey R. McKay, CFP®

Partner



I am a partner with McKay Wealth Management focused on building plans with individuals who are looking to secure their financial futures. Prior to joining McKay Wealth Management in 2007, I worked at Merrill Lynch at the World Financial Center in New York City for three years.

I am an appointed member of the Women’s Advisor Network and sit on their investment committee. I am also a member of the Financial Planning Associate of Puget Sound and Estate Planning Council of Seattle.

I earned my BS in Finance from the Leonard N. Stern School of Business at NYU.  My husband Seth and I are both travel and food enthusiasts living in Ballard, WA. In my free time, I enjoy running, experiencing the outdoors and serving as a Girl Scout Troop Leader.

Lori Griffith Photo

Lori Griffith

CFO
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Lori Griffith

CFO


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.

Nathan O'Connor Photo

Nathan O'Connor

Investment Representative
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Nathan O'Connor

Investment Representative


Nathan has over 11 years of experience in financial services. He attended the University of Washington and graduated from Western Washington University with a Business degree with a concentration in Finance. Prior to joining McKay Wealth Management in 2005, Nathan spent a number of years working on a Trading Desk for Bank of America Securities. He is securities registered, holding Series 7 and Series 65 registrations. Nathan would be pleased to answer any questions you have regarding your accounts, place trades or provide investment research.

Nathan was transplanted to the Pacific Northwest at the age of five when his parents, two younger sisters and uncle moved to Renton from Evansville, Indiana. He grew up in Renton, attending Benson Hill Elementary and Lindbergh High School. Nathan has long ties with the Renton community after working for the City of Renton for over eight summers during high school and college. He continues to spend a lot of time in Renton, visiting his parents who still live in the home he grew up in and volunteering for the city.

Nathan currently lives in Seattle and enjoys walking to Century Link and Safeco Field for Seahawks and Mariners games.

Norma Drysdale Photo

Norma Drysdale

Business Development & Client Services
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Norma Drysdale

Business Development & Client Services


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 looking for a career that suited her desire to work in a firm with personal and community values. Her responsibilities include business development, client services and business operations. She is the first person to greet you as you come to our offices and can direct you to the appropriate person for any of your financial needs or questions.

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 they are always willing to try new recipes as they entertain friends and family. Norma and Torry are the proud pet parents of their rambunctious tabby cat, Ricco.

Norma supports and volunteers for the Highline Medical Center Foundation and the Tukwila Food Pantry. She also is an annual participant in the Susan G. Komen Race for the Cure in Seattle.

Kelly McKay, CRPS® CPFA® AIF® Photo

Kelly McKay, CRPS® CPFA® AIF®

Client Relationship Manager
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Kelly McKay, CRPS® CPFA® AIF®

Client Relationship Manager


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.

Tony Delorenzo Photo

Tony Delorenzo

Client Service Associate
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Tony Delorenzo

Client Service Associate


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.

Dona Culver Photo

Dona Culver

Executive Assistant
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Dona Culver

Executive Assistant


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.

Julia Shulikov Photo

Julia Shulikov

Client Relationship Associate
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Julia Shulikov

Client Relationship Associate


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.

Scott Waldron Photo

Scott Waldron

Client Services Representative
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Scott Waldron

Client Services Representative


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.

It All Starts With A Conversation


Comprehensive Services. Honest Solutions.

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.


Here’s how we do it.


1

Engage


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.

2

Discover


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.

3

Analyze


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.


4

Design


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.

5

Implement


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.

6

Review


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.


Personal Financial Planning Services

To complete your total wealth picture, we offer comprehensive services including:

Life stage Financial planning 


Retirement income planning


tax planning strategies


Trust & Estate Planning 


investment management


Insurance and Risk Management


real Estate Investments


Alternative Investment


Gifting Strategies & Philanthropy


Long Term Care


Special needs


Generational Family Needs




Ready to Get Started?


Helping You Help Your Employees

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.


Plan Services

Plan Design Analysis


Investment Policy Creation


Investment Analysis & Selection


Fiduciary Risk Monitoring


Investment Committee Management


Plan Fee and Expenses Disclosure


Vendor Benchmarking




Educational Enrollment Meetings


Retirement Readiness Assessment


Customized Participant Education

Participant Services



Are You In Charge of Your Company’s 401(k)?

Give Us a Call

Proudly Serving the Pacific Northwest

Are You Interested in Learning More?

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.