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Cameron B

CFP®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Cameron Barsness is a CFP® with 14 years of industry experience, currently serving as an advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA. He has been with the firm since 2006. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports, using proprietary asset-allocation models and a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Austin J

CFP®

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Austin Jodrey is a CFP® with four years of industry experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2020. Prior to joining KBBS, he worked at National Life Group from 2016 to 2020. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management, emphasizing a disciplined planning process with routine written reports and client involvement. The firm uses proprietary asset-allocation models and a combination of active and passive managers, operating primarily on a non-discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Kyle O

CFP®, Series 66

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Kyle O'Connor is a CFP® professional with 12 years of experience, currently serving at Kutscher Benner Barsness & Stevens, Inc. since 2015. He holds the Series 66 designation and is based in Seattle, WA. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees, providing integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process with routine written reports and operates primarily on a non-discretionary basis, seeking client approval before implementing portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Ryan S

CFA®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Ryan Stevens is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Kutscher Benner Barsness & Stevens, Inc. since 2011. Based in Seattle, WA, Stevens is part of a six-advisor team at the firm. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees through integrated financial planning and portfolio management. The firm emphasizes a disciplined planning process, preparing routine written reports and using proprietary asset-allocation models with a combination of active and passive managers, generally operating on a non-discretionary basis with client approval for portfolio changes.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Scott B

Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Scott Benner is a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, holding a Series 65 credential with 19 years of industry experience. He has been with KBBS since 2006. In addition to his advisory role, Benner practices law as of counsel at the law firm KHBB Law PLLC. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees with integrated financial planning and portfolio management, emphasizing a disciplined planning process and client involvement. The firm employs proprietary asset-allocation models and a combination of active and passive managers, typically operating on a non-discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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Gianna G

CFP®, Series 65

Seattle, WA

Kutscher Benner Barsness & Stevens, Inc.

Gianna Giusti is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA, where she has worked since 2015. Kutscher Benner Barsness & Stevens advises individuals, families, and trustees by providing integrated financial planning and portfolio management through a disciplined planning process that includes written reports and proprietary asset-allocation models. The firm emphasizes client involvement and generally operates on a non-discretionary basis, using a combination of active and passive managers.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments ESG / Sustainable investing Wealth management Retirement income strategy Founder/Business Owner Executive Established Professionals
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