Wealth Management Team

His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He has helped many achieve a more secure future for themselves, their families, and businesses by providing a wide range of planning ideas and services to address personal needs and goals.

Luke was born and raised in rural north Idaho. He moved to Seattle in 2002 after earning a degree in economics and finance from the University of Idaho and married his high school sweetheart, Tenneall. In January 2016, Tenneall and Luke welcomed a new addition to their family, a baby boy named Arthur.

• University of Idaho - Bachelor of Science in Economics
• CERTIFIED FINANCIAL PLANNER ™ Professional
• Chartered Life Underwriter (CLU®)

Kevin specializes in retirement income financial planning and advanced financial planning for individuals, professionals and small business owners. As your Wealth Management advisor, Kevin will educate and work with you to take greater control over your financial future. He will listen, clarify, and help you prioritize goals and aspirations to develop a financial strategy designed to help you achieve your vision for the future.

Kevin graduated in 1984 from Washington State University. He currently resides in Sammamish with his family and blind dog. In his spare time, he enjoys traveling, skiing, mountain biking, water sports, cooking, and spending time at the lake with family and friends.

• Washington State University - Pullman, WA
• ChFC, RICP

Keith specializes in working with clients in or close to retirement. He provides a comprehensive and holistic planning approach to fit your needs. As your goals and aspirations are attained or you find they’ve changed over time, Keith will continue to work closely with you to make adjustments to your plan.

Keith is a Seattle native. Currently living in Belltown, he loves to take advantage of all that the Pacific Northwest has to offer by getting outdoors to ski, spending time on Lake Union and Lake Washington, and taking weekend trips with his girlfriend, Anisa. In the community, Keith regularly volunteers for the Seattle Brain Cancer Walk and teaches accounting classes to prospective CPA candidates at North Seattle College. He also serves on the board of the Washington Autism Alliance (WAA) as their treasurer.

• University of Washington
• CFP®, CPA, CLU®, CFA®

Financial planning is a life-long process. As a Northwestern Mutual Wealth Management Advisor, Mick has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, he will discover your vision for the future, your mission in life and your personal financial philosophy.

Mick was born and raised on the eastside and a graduate of Washington State University. He and his wife Carol enjoy playing golf, boating, hiking with family and friends.

• Washington State University - Pullman, WA
• Chartered life underwriter (CLU®)

Tom's mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, Tom will help you prepare for the best- and worst-case scenarios and create a long-term relationship based on quality service and integrity.

Tom & Carol have 2 children and 7 grandchildren. He enjoys walleye fishing and golf and spending time with the family.

• Certified Financial Planner CFP®
• Chartered Financial Consultant ChFC®
• Chartered Life underwriter CLU®
• Chartered Advisor of Senior Living CASL®

Will’s primary client focus is Retirement Planning and Generational Wealth Transfer. In his career with Northwestern Mutual, he has achieved the Bronze, Silver, and Gold awards, finishing in the top ten for the central region in each of his first three years. He has consistently ranked in the Top Ten of Investment Specialists in the Central Region. He has led and trained his local office in investments since 1996. He has overseen the office in investments as it has grown from the 12th largest office, to ranking first for the last decade.

Will lives in Winnetka, IL with wife Jennifer. He has two grown children and one grandchild. He is Paddle Tennis and Squash junkie and an aspiring golfer. He is a Member of Skokie Country Club and the John Purdue Club. Jennifer is very active in the Chicago Botanic Garden as well.

• BSME Purdue University-West Lafayette, IN
• CLU®, ChFC®
• Series 6, 63, 66, 7 & 8

Thaddeus' mission is to know that once his clients have a secure foundation in place, their financial solutions may be strong enough and flexible enough to endure life’s constant changes. Thaddeus also takes pride in holding his clients to a higher level of accountability, so families can focus on what’s most important.

Thaddeus and his wife Elizabeth have been married for 16 years. They live in Chandler, Arizona, and love spending time with their 4 beautiful children Mackenzie, Kaylee, Payton and Jordan.

Will specializes in planning for small businesses and families of all sizes. He provides strategy and insight to help clients achieve their goals and objectives at every stage of life.

Will grew up in the Northwest and moved to Seattle in 2005 after several years on the East coast. He’s had a career in wine previously and still makes that a big part of his life. He and his wife, Kaitlyn, take advantage of Seattle’s rich restaurant culture and its close proximity to the mountains whenever possible.

• University of New Hampshire--Durham, NH
• FINRA series 6, 63 & 7

Brad takes an integrated approach to wealth management, specializing in working with professionals in the tech industry and clients approaching retirement. With his detailed planning process, understanding of equity compensation and sophisticated investment strategies, Brad has given his clients the guidance they seek to achieve their goals. Brad takes a client-centered approach to understanding who people are, what they want and then tailoring a strategic plan to fulfill their dreams.

Brad grew up in Issaquah and graduated from the University of Colorado. Brad and his wife Liz have three young children, Eli, Charley and Maclan. The Mitchell's love to travel, ski, rock climb and generally adventure to new places.

• University of Colorado - BA

Dave provides customized recommendations to help plan for your financial future. More specifically, Dave will help you adequately prepare for retirement. His plan will assess your current financial situation, help determine your retirement lifestyle, and make recommendations to help ensure you achieve your retirement goals.

Dave has been married to Kris for over 40 years. They live in Kirkland, WA and Bend, OR. They have two children, two grandsons, and two dogs. In his spare time, he enjoys golfing, hiking, snow skiing and volunteers his time in the community. Dave is involved with Rotary and blood drives with Northwest Blood Center. He also serves on the board and is a member of the East King County Estate Planning Council.

• Bachelors Degree in Mechanical Engineering
• American College courses include: CLU®, ChFC®, RICP®, CASL®

Scott takes pride in offering exceptional client service, nurtured and developed during his more than 10 years concierge experience as Guests Service Manager of the once famed Olympic Four Seasons.

Scott is a lifelong Seattleite, enjoying semi-retired life with his wife, two teenage kids and dog. He hopes to travel and age well.

• WA State Life and DI
• Series 63, 65, and 7
• Certified financial planner (CFP®) Professional

Kelli enjoys helping clients achieve their financial goals and takes pride in providing excellent client service.

Kelli grew up in the Seattle area and loves the Seahawks. She enjoys spending time with family and friends, hiking with her dogs, and participating in agility with her Border Collie.

• University of Washington, Seattle, WA - BA
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
• FINRA Series 7, 63, and 65

Chelsea ensures all team members are relentless in their pursuit of professional growth to better serve clients. She focuses on improving and implementing processes internally, so we can provide concierge service to our clients for generations to come.

Chelsea grew up in Washington State and enjoys skiing, hiking, and traveling.

• Bachelor of Arts in Accounting - Washington State University
• WA State Life & Disability License
• FINRA Series 6, 63, & 7
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

Tanner strives on communicating and building strong relationships with clients. He works everyday to make the client experience the best it can be.

Tanner grew up in Minnesota and moved to WA in 2017. In his free time, Tanner enjoys spending time with family and friends, playing sports, and walking his corgi Graham. Tanner and his wife are expecting their first child this Fall 2022.

• Winona State University - Degrees in marketing and advertising
• FINRA series 6,63, and 7

Outside of work, she enjoys spending time in the mountains and playing as an active member of the Denver Bulldogs Australian Rules Football Club.

• WA & CO State Life and DI License
• FINRA Series 63, 7

Tyler can help with any trading or account maintenance requests you may have. He will be working behind the scenes to provide top notch support for any investment or insurance account inquiries.

Tyler grew up in Chandler, AZ and has lived here for the majority of his life with brief stints in Ohio and Kansas. He enjoys all things sports related and traveling with his long time girlfriend Janelle.

• Grand Canyon University, MBA
• Ohio State University - Fisher College of Business- Finance
• FINRA Series 7, 9, 10, and 66

Sarah thrives in being a part of background operations. She feels like she can help more by assisting others in whatever way possible. She prides herself in her ability to problem solve and find the answer to almost any question/issue and loves working side-by-side with her team to learn and grow from them.

Sarah currently resides in Everett, WA with her husband (Trevor), dogs (Walter & Murphy), and cat (Ollie). In her free time, Sarah enjoys cooking (and eating), playing video and board games, and spending time with her friends and family. She loves to travel and would eat her way through any country if she had the chance.

• Washington State University - Vancouver, WA
• WA Life and Disability Insurance License
• FINRA SIE

Cindy excels in a team environment and loves working with her colleagues to serve our clients in the best way possible. She takes pride in being part of the solution when assisting clients or finding answers.

Cindy was born and raised in the Seattle area. She enjoys trying new restaurants or breweries, going on hikes with her husband and dog, and visiting family and friends. She also loves all kinds of music and singing karaoke!

• WA State Life and Disability Insurance License

What Nathanael enjoys most about his role is the opportunity to put his love of problem solving and critical thinking to the test every day. He takes pride in helping clients connect the dots between where they are and where they want to be. Creating road maps for how they can get there, while keeping in mind the things most important to them.

Nathanael grew up in Coeur d'Alene, Idaho and moved to Washington in 2013. He and his wife have a young daughter. Nathanael enjoys spending time with his family and friends, exploring the region's many outdoor activities, and playing golf.

• University of Idaho - Moscow, ID
• FINRA series 63, 65, & 7

Allison finds personal fulfillment in helping clients achieve their financial goals. She enjoys developing a strategy that is personalized and comprehensive.

Allison grew up in Wisconsin and moved to Arizona in 2022. In her free time, she enjoys hiking, camping, traveling, cooking and spending time with her Fiancé. She finds enjoyment in being an active member of the local community.

• University of Wisconsin - Milwaukee, WI - Bachelors Degree in Business Administration - Finance
• Insurance Producer - Accident and Health or Sickness, Life
• FINRA series 7 & 66

As an Associate Private Wealth Advisor, Shawn assists the Wealth Advisor in the day-to-day operations of the business and in constructing and maintaining portfolios to help achieve clients' financial goals. Shawn enjoys learning new strategies and technologies to help clients with their financial situation.

Shawn is a longtime Illinois resident. He is interested in innovation and technology, cultures, and travel. He hopes to travel to as many countries as possible and to visit all 50 states in the future.

• M.S. in Taxation - DePaul University (Kellstadt Graduate School of Business) - Chicago, IL
• B.S. in Finance - Northeastern Illinois University - Chicago, IL
• Certified Public Accountant (CPA)
• FINRA SIE and FINRA Series 7 and 66
• Illinois State Life & Variable Insurance Producer
• Illinois State Health & Accident Insurance Producer

Ellie enjoys assisting clients with their needs and requests. She is constantly learning new ways to help clients from other members of the Pillar Team.

Ellie grew up in Washington state and currently lives in Seattle. She enjoys going to concerts, camping during the summer time, and trying out new restaurants with friends.

• Western Washington University, 2020

Ashley takes pride in direct communication and honesty. She believes in meeting clients at their needs and treating all clients with the same amount of priority.

Ashley grew up 5th generation to to the Northwest and loves the mountains, lakes, and rivers of Idaho. She enjoys weekly Sunday dinners with her family; board games, huckleberry picking, hiking, fishing, and riding her ebike.

• North Idaho College- Coeur d'Alene, ID
• FINRA series 6

Dara takes great pride in making sure the Pillar experience is exceptional in every way.

Dara was born in New Hampshire but calls Sandpoint, ID her home for 18 years. Dara and her husband Kevin of almost thirty years have two adult children, one grandson and a black lab named Libby. Dara enjoys traveling, hiking, boating and spending time with family.

• FINRA series 6 & 63

Molly strives to always come from a place of sincerity, integrity, and initiative. She appreciates the value of attentiveness and simply caring as key components while taking care of client needs and avoiding costly mistakes.

Molly and her kids currently reside in Coeur d'Alene, Idaho. She enjoys all things outdoors; winter sports, running and hiking in the mountains, and golf. She and her partner, Edward, love to travel and do their best splitting their time between his home at Snoqualmie Pass in Washington and hers in Coeur d'Alene. When not working or enjoying the beautiful areas they live, they're traveling to places, both new and old, enjoying good food, good friends, and family.

• North Idaho College - Coeur d'Alene, Idaho
• Idaho State Life and Disability Insurance License

Bradley finds joy and fulfillment in being able to help clients and provide exceptional client service. He enjoys being able to help clients understand and implement their financial plans.

Bradley was raised in North Idaho on his family's ranch. He loves to spend as much time as possible in the mountains skiing, hiking, dirtbiking, camping, hunting, and exploring mountain lakes. He enjoys spending time on Lake Pend Oreille in the summer and traveling to new places as much as possible.

• FINRA Series 7, 9, 10, and 63