BACKGROUND & EXPERTISE

Luke Madsen has been a Wealth Management Advisor with Northwestern Mutual since 2002. Before building the Pillar Financial Group, Luke held leadership roles for over 10 years with Northwestern Mutual, including Managing Director of the Bellevue office.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Kevin Kent has been with Northwestern Mutual since 1984. He has had many roles, and is now spending most of his time with multi generational wealth transition and complex tax planning strategies. He works with the clients team of experts as well as a deep team at Pillar and at NML.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Keith Foe has been a Wealth Management Advisor with Northwestern Mutual since 2002. He earned his undergraduate degree in Finance, as well as his MBA from the University of Washington.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Will joined Northwestern Mutual in 1987, having previously completed a BS in Mechanical Engineering from Purdue University in 1983. He worked in the Supercomputer industry, selling to the three Automotive companies, directly out of college. He left Detroit with his wife Jennifer to start with NML in Chicago.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Mick Anderson has been with Northwestern Mutual since 1981. He takes pride in helping his clients build a comprehensive financial plan which includes planning for retirement income needs, asset allocation, estate tax planning, life, disability income and long term care insurance planning.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Chelsea earned her Bachelor's degree in Accounting from Washington State University and has been with Pillar Financial Group since 2016. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) she has extensive experience building client's financial plans. She now serves as Pillar's Chief Operating Officer where she is responsible for keeping the firm running smoothly, expanding our ability to deliver the highest level of advice and guidance.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Will Mason joined Northwestern Mutual in early 2016 and became a member of Pillar Financial Group in the Spring of 2018.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Brad Mitchell has been a Wealth Management Advisor with Northwestern Mutual since 2009. He joined Pillar Financial Group in 2021 and now serves as Pillar's Director of Business Development. Brad helps the next generation of Financial Advisors learn and grow in their careers.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

• University of Colorado - BA

BACKGROUND & EXPERTISE

Jamie joined Pillar in October 2022 with a successful career in the banking industry. Prior to becoming a member of the Pillar team, Jamie held several roles at Wells Fargo from Branch Operations Manager to Relationship Banker. Joining Pillar, Jamie stepped in to the role of Service Coordinator and now has advanced into the role of Retirement Plan Specialist. She works with plan sponsors design plans that attract and retain talent as well as provide employees with the knowledge and tools to achieve a successful retirement.

PROFESSIONAL APPROACH

Jamie is passionate about working with participants and educating them on how to plan for their future. She enjoys listening them and understanding their financial goals and needs. Jamie enjoys being able to connect with her clients to develop strategies for them to have a successful retirement.

PERSONAL FULFILLMENT

Jamie grew up in the Piney Woods of East Texas and after traveling with the military for many years, settled in Idaho. Her husband, Jacob, is her biggest supporter. They enjoy spending time fishing, hiking, four-wheeling and spending time with her family and friends. Jamie has two children, Kei in Texas and Noah in Idaho with two stepsons that live in Colorado.

EDUCATION & CREDENTIALS

• ID State Life, Health and Disability License
• FINRA Series 6,63,65 & 7

BACKGROUND & EXPERTISE

In 2023, Patrick became a member of the Pillar Financial Group at Northwestern Mutual. Before joining the Pillar team, Patrick spent 15 years working in financial services with a focus on employer sponsored retirement plans.

PROFESSIONAL APPROACH

Patrick finds great joy in educating business owners and participants about their retirement plans and accounts.

He places a high value on personalized conversations with plan sponsors and participants. Patrick's ultimate goal is to inspire and motivate people to save effectively for a prosperous retirement.

PERSONAL FULFILLMENT

Patrick moved from Milwaukee, Wisconsin to Phoenix, Arizona in 2003 and currently resides in Gilbert, Arizona with his wife. They enjoy hiking, tennis and golf in their leisure time.

EDUCATION & CREDENTIALS

• Indiana University - Bloomington, IN
• Series 7
• Series 65

BACKGROUND & EXPERTISE

Molly joined Pillar Financial Group in October 2022 after leaving a decade-long career in Commercial and Residential Real Estate in North Idaho. She started her career with Pillar Financial Group assisting with insurance services and the underwriting process. From there she moved into the role of Associate Financial Representative and has finally found her place on the team as a Retirement Plan Specialist.

PROFESSIONAL APPROACH

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 caring for client needs and avoiding costly mistakes. One of the biggest rewards she finds in her role as a Retirement Plan Specialist is helping people to see the power they have in achieving success in retirement and providing them with the knowledge and tools to get there.

PERSONAL FULFILLMENT

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

EDUCATION & CREDENTIALS

• FINRA Series 7 and Series 63
• Qualified Plan Financial Consultant (QPFC)
• Idaho State Life and Disability Insurance License

BACKGROUND & EXPERTISE

KC joined Pillar in 2023. Prior to joining Pillar, KC worked for Northwestern Mutual's home office working in investment operations. As a Retirement Plan Specialist she helps plan sponsors design plans that attract and retain talent as well as provide employees with the knowledge to achieve a successful retirement.

PROFESSIONAL APPROACH

KC believes that everyone deserves to feel financially secure and believes in meeting clients where they are.

PERSONAL FULFILLMENT

KC grew up in Southeastern Wisconsin and moved to Northern Idaho in 2023. In her freetime KC loves to bake, cook, and travel. She is a die hard Wisconsin Badger fan.

EDUCATION & CREDENTIALS

• FINRA series 7 registration
• Idaho State Life & Health Insurance license

BACKGROUND & EXPERTISE

Kip joined Pillar in 2021 and has extensive experience in all phases of qualified retirement plans. In 1998 he joined Northwestern Mutual as a Retirement Plan Specialist. Prior to 1998, he practiced as a Fellow of the Society of Actuaries (now retired).

PROFESSIONAL APPROACH

Kip works with our clients to understand their plan objectives and to help them build and maintain a qualified plan to help his clients attract and retain employees.

PERSONAL FULFILLMENT

Kip is a lifelong Washington State resident. He and his wife have four children and eight grandchildren. He spends free time with the Grands and learning to snow ski at high speed.

EDUCATION & CREDENTIALS

• Gonzaga University - Spokane, WA - Mathematics
• Ball State Univeristy - Muncie, IN - Master's in Actuarial Science
• FINRA series 6, 7 and 63

BACKGROUND & EXPERTISE

Katya joined Pillar Financial Group in March, 2019 after transitioning from a career in healthcare. She earned her Bachelor of Science in Kinesiology from Western Washington University in June, 2016 and lettered three years as a collegiate rower. In her current role as an Associate Wealth Management Advisor, Katya works in investment account management, insurance service, and building financial analyses.

PERSONAL FULFILLMENT

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

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Nathanael joined Pillar Financial Group in August 2021. Prior to joining Pillar, Nathanael held similar roles at One Oak Wealth Management and Columbia River Advisors. As a Private Wealth Advisor, Nathanael helps clients with all of their investment and planning needs.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

Nathanael grew up in Coeur d'Alene, Idaho and moved to Washington in 2013. He and his wife have two daughters, and a 110 pound fur ball named Bear. Outside of work, Nathanael enjoys spending time with his family and friends, exploring the region's many outdoor activities, finding new restaurants to try, attempting to play golf, and on the rare occasion you can even catch him reliving his glory days in a recreational soccer league.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Tanner joined Pillar Financial in 2017. Prior to joining Pillar, he graduated from Winona State University with a degree in marketing and advertising. As a Private Wealth Advisor, he can assist in all areas of your financial plan including cash management, wealth accumulation, and risk management.

PROFESSIONAL APPROACH

Tanner strives on communicating and building strong relationships with clients. He works everyday to make the client experience the best it can be. He prides himself on walking clients hand in hand through their financial journey.

PERSONAL FULFILLMENT

Tanner grew up in Minnesota and moved to WA with his wife in 2017. He is a big family man and loves hanging out with his 2 year old son, Avett. In his free time, Tanner enjoys spending time with family and friends, golfing, watching/playing baseball, and walking his corgi Graham.

EDUCATION & CREDENTIALS

• Winona State University - Degrees in Marketing & Advertising
• FINRA Series 6,63, and 7
• CLU

BACKGROUND & EXPERTISE

Shawn Manaloto has been an Associate Private Wealth Advisor with Northwestern Mutual since 2018 and has a background in personal financial services. Before joining Northwestern Mutual, Shawn started out his career in the tax department as a Certified Public Account (CPA) at Plante Moran, PLLC, a mid-sized public accounting firm in the Midwest, where worked with individuals and small businesses with tax planning and compliance. He earned a B.S. in Finance at Northeastern Illinois University and an M.S. in Taxation from DePaul University's Kellstadt Graduate School of Business.

PROFESSIONAL APPROACH

Shawn takes great pride in understanding his clients' financial goals and dreams. He enjoys constructing financial plans, maintaining and developing portfolios, and learning new strategies and technologies to help clients with their financial situation.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Bradley joined Pillar financial in January, 2023. Prior to joining Pillar, he worked as a Supervisor of service and trading at Wells Fargo Advisors. Bradley has over a decade of client service experience in and out of financial services.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

• FINRA Series 7, 9, 10, and 63

BACKGROUND & EXPERTISE

Dan joined Pillar Financial Group in 2024. Over the past decade, he has served as an advisor to high-net-worth individuals, helping them effectively grow, enjoy, and transition their wealth.

PROFESSIONAL APPROACH

Dan specializes in wealth management and retirement planning, concentrating on clients who are either in or approaching retirement. He follows a comprehensive and educational planning approach to aid clients in maximizing their retirement strategies. Dan's mission is to help clients develop peace of mind, enabling them to freely pursue their passions.

PERSONAL FULFILLMENT

Dan grew up near Portland, Oregon where he currently resides with his wife, Erica. Together, they enjoy working on home improvement projects and traveling the world in pursuit of new culinary experiences. On weekends, you can find Dan in the garden, hiking, kayaking, fishing, or spending time with his family.

EDUCATION & CREDENTIALS

• Northwest Nazarene University - B.A., Business Administration
• OR State Life & Health License
• FINRA Series 7, 65, 6, 63

BACKGROUND & EXPERTISE

Dara joined Pillar financial in 2022 and has several years of experience in financial services. Prior to joining Pillar, she has a background at CB Financial and Gateway Financial as a registered assistant. As a Associate Financial Advisor at Pillar her role is to manage and provide access to supportive services to both the representatives and client experience.

PROFESSIONAL APPROACH

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

PERSONAL FULFILLMENT

Dara was born in New Hampshire but calls Sandpoint, ID her home for 20 years. Dara and her husband Kevin of thirty years have two adult children, one grandson and a black lab named Libby. Dara enjoys traveling, hiking, boating and spending time with family.

EDUCATION & CREDENTIALS

• FINRA series 6 & 63
• Idaho State Life and Health Insurance License

BACKGROUND & EXPERTISE

Ashley joined the Pillar Financial team in 2022. Ashley started her career working for the DoD/US Army Corps of Engineers for nearly a decade as a licensed enforcement officer. After the DoD she worked for an Idaho Public School district when her 3 children were in school. In 2018, Ashley started working for LPL Financial as a licensed assistant to Financial Advisor, Trudy Leen.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Genevieve joined Pillar Financial in 2024 as a Service Coordinator, where she applies her extensive experience in financial services to deliver exceptional support and guidance to clients. She holds an Associate's degree in Accounting from North Idaho College and is currently in her senior year pursuing a Bachelor of Business Administration at the University of Idaho, demonstrating her commitment to continuous learning and professional development.

PROFESSIONAL APPROACH

Genevieve takes great pride in providing exceptional support to each and every client, consistently leveraging her positive attitude to ensure they receive the best assistance possible.

PERSONAL FULFILLMENT

Residing in North Idaho, Genevieve enjoys an active lifestyle with her husband and three sons. In her free time, she loves hunting, fishing and planning for the next family vacation, which allows her to balance her professional pursuits with her passion for the outdoors and family adventures.

EDUCATION & CREDENTIALS

• North Idaho College - Couer d'Alene, ID
• University of Idaho - Moscow, ID

BACKGROUND & EXPERTISE

Kelli joined Pillar in 2011 and is an Associate Private Wealth Advisor. She has an extensive background in financial services which includes working as a registered representative at Freeman Welwood and on the trading floor at Washington Mutual Capital Markets. Kelli is responsible for investing and and rebalancing client accounts, investment related service requests and opening accounts.

PROFESSIONAL APPROACH

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

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Cindy joined Pillar in January 2021. After a career as a Commercial Business Analyst, she joined Pillar Financial Group and became licensed as an Associate Private Wealth Advisor. In her current role she assists with investment account management, insurance set up and service, and financial planning.

PROFESSIONAL APPROACH

Cindy excels in a team environment and loves working with her colleagues to provide our clients with exceptional service. As the Chair of Pillar Financial Group's Client Experience Committee, she takes the lead in continuously improving the way we assist clients.

PERSONAL FULFILLMENT

Cindy was born and raised in the Seattle area and loves doing outside activities in the summer months, like gardening, hiking with her husband and two dogs, and going to outdoor restaurants and breweries. She is also a member of a classic car club, where she helps promote their scholarship program to local high schools.

EDUCATION & CREDENTIALS

• Washington State Life and Disability Insurance Licenses
• FINRA series, 6, 7 & 63

BACKGROUND & EXPERTISE

Ava joined Pillar Financial in 2024. She previous held financial analyst roles at Amazon. As a Service Coordinator, Ava is responsible for supporting tasks related to investment account management, insurances services, and building financial analyses.

PROFESSIONAL APPROACH

Ava believes in being detail-oriented and having a long-term time horizon to assist clients in achieving their financial goals. She takes pride in having transparent and timely communication.

PERSONAL FULFILLMENT

Ava grew up in Washington State and remains local to the Seattle area. In her free time, she enjoys cooking with friends and family, playing pickleball, and studying to be a wine sommelier. If it's the season, you can find Ava cheering on the University of Washington.

EDUCATION & CREDENTIALS

• University of Washington - Seattle, WA

BACKGROUND & EXPERTISE

Sarah Weinbender joined Pillar Financial Group in October 2020 as an Executive Assistant, after about a year she began work as an AFR, and then landed in her current role of Workflow Manager. She has implemented many new systems and software, helps onboard new employees, and aids in managing the day-to-day flow of everyone's workload. She also assists in new insurance tasks and service as needed.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

Sarah currently resides in Everett, WA with her husband and they welcomed their first baby boy, Hudson, in 2022 (joining his 3 fur-siblings). 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.

EDUCATION & CREDENTIALS

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

BACKGROUND & EXPERTISE

Ellie joined the Pillar Financial Group in 2022 as an Executive Assistant where she assists with operations, client requests, and marketing needs.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

Ellie grew up in Washington state and currently lives in Marysville. She enjoys hiking with her chocolate lab, camping during the summer time, and is an avid reader.

EDUCATION & CREDENTIALS

• Western Washington University, 2020

BACKGROUND & EXPERTISE

Shannon Lipp joined Pillar Financial Group in March 2023 as an Executive Assistant. Prior to joining Pillar, Shannon worked in the legal field for almost 30 years under a variety of practices.

PROFESSIONAL APPROACH

Shannon finds she most enjoys working behind the scenes. She finds satisfaction in organizing and creating procedures so the Pillar team can focus on more important details – offering the best services to our clients.

PERSONAL FULFILLMENT

Shannon grew up in the Puget Sound area. She and her husband have been married for over 25 years and has a very spoiled senior cat. Shannon enjoys listening to podcasts, hunting for antiques and makes a valiant attempt at gardening.

BACKGROUND & EXPERTISE

Frank joined Pillar Financial in 2022 and has an extensive background in management. He previously held a role at Chartwells Higher Education as an Assistant Director of Dining Services. As a Service Coordinator, Frank is responsible for supporting the Retirement Plan Specialists by tracking and completing projects or tasks required for client maintenance.

PROFESSIONAL APPROACH

Frank assists in the day to day operations for the Retirement Plan team.

PERSONAL FULFILLMENT

Frank grew up in Atlanta, Georgia and has traveled the continental United States as a traveling chef. He enjoys cooking for his friends and family, golfing, and going on hikes. He is also a die hard Atlanta sports fan.

EDUCATION & CREDENTIALS

• Johnson and Wales - Charlotte, NC
• WA Life and Health Insurance license, FINRA Series 6, 63 and SIE registrations

BACKGROUND & EXPERTISE

Kim joined Pillar Financial in 2024. Prior to joining Pillar, Kim worked alongside the Seattle Network office, as a part of the administrative team and front office. As a Service Coordinator, Kim works in collaboration with the Retirement Plan Specialists by managing tasks and executing projects, essential for client management.

PROFESSIONAL APPROACH

Kim is passionate in ensuring a professional and positive experience is provided for all clients and team members.

PERSONAL FULFILLMENT

Kim grew up in South King County, WA and has recently transitioned to Seattle, WA. Kim loves creating new memories with her family and loved ones. Some of her favorite pastimes include trying new cuisines, learning about the history of modern music and crafts!

EDUCATION & CREDENTIALS

• University of Washington- Tacoma, WA

BACKGROUND & EXPERTISE

Colleen joined in Pillar 2024 but has spent her whole career at Northwestern Mutual.. Prior to joining Pillar, Colleen was a consultant to many advisors training incoming staff and running advisor's insurance operations.

PROFESSIONAL APPROACH

Colleen enjoys helping clients round out their financial plans centering in on risk planning primarily including life insurance, disability insurance and long term care. She enjoys the challenge of finding the right products for each persons unique situation.

PERSONAL FULFILLMENT

Colleen grew up in the Seattle area and has three kids. She attended Gonzaga University where she met her husband. Two of the three kids also graduated from Gonzaga. They all remain avid college basketball fans.

EDUCATION & CREDENTIALS

• 25 years of working in financial planning, insurance and training

BACKGROUND & EXPERTISE

Marla joined the Pillar Financial Group in 2023 and has an extensive background in Retirement Plan Services support. Prior to Pillar, she worked as an Admin Assistant in Retirement Plan support for 13 years. Marla is responsible for scheduling meetings, client reporting and delivery and day to day client servicing tasks.

PROFESSIONAL APPROACH

Marla is passionate about client service excellence. She enjoys helping her clients and problem solving any issues that are presented.

PERSONAL FULFILLMENT

Marla grew up in Oregon and remains there to this day. She is married and has 3 adult children. Marla enjoys walking and exercising to keep fit. She loves spending time with her children and grandchildren.

BACKGROUND & EXPERTISE

Dave Griffith has been a Wealth Management Advisor with Northwestern Mutual since 1996. Prior to working the financial industry, he worked for Nalco Chemical Co, a specialty chemical treatment company involved in water treatment and environmental consulting.

PROFESSIONAL APPROACH

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.

PERSONAL FULFILLMENT

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.

EDUCATION & CREDENTIALS

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