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Priscilla S

Series 66

Tukwila, WA

LPL Financial

Priscilla Suhre is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 25 years of industry experience. She has been associated with LPL Financial and Boeing Employee Credit Union Everett since 2009. Suhre is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her investment and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Steven V

Series 63, Series 65

Tukwila, WA

LPL Financial

Steven Vertrees is a financial advisor with LPL Financial in Tukwila, Washington, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jeffrey L

Series 63, Series 65

Tukwila, WA

LPL Financial

Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Robert Baird & Co. from 2014 to 2016. He is also affiliated with Boeing Employee Credit Union, where he has been involved since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Dylan W

Series 66

Tukwila, WA

LPL Financial

Dylan Whitcraft is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Capstone Financial, First Command, and Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jason R

Series 65, Series 63

Tukwila, WA

LPL Financial

Jason Richards is a financial advisor with LPL Financial based in Tukwila, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Darren H

Series 63, Series 66

Tukwila, WA

LPL Financial

Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been associated with LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Brenda H

CFP®, Series 66

Tukwila, WA

LPL Financial

Brenda Huber is a CFP® professional affiliated with LPL Financial in Tukwila, WA, with 19 years of industry experience. She has worked at LPL Financial and the Boeing Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Jordan P

Series 66

Tukwila, WA

LPL Financial

Jordan Price is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank and DML Capital. Outside of finance, he serves as a National Assistant Referee with the US Soccer Referee Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

College savings (529s, UTMA, etc.)
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Michael F

Series 66

Tukwila, WA

LPL Financial

Michael Flewelling is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he was employed at Becu and Vantiv. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Brian L

Series 63, Series 65

Tukwila, WA

LPL Financial

Brian Locke is a financial advisor with LPL Financial in Tukwila, WA, holding the Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been associated with Boeing Employee Credit Union and Linsco Private Ledger for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

College savings (529s, UTMA, etc.)
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Heather O

Series 66

Tukwila, WA

LPL Financial

Heather Odegaard is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience, including her current role since 2025 and prior work with BECU Investment Services since 2014. She operates from Tukwila, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Edward B

Series 63, Series 66

Tukwila, WA

LPL Financial

Edward Bang is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Merrill, Bank of America, and Boeing Employee Credit Union, as well as two decades at BMW Northwest. He offers investment products and services through LPL Financial using the trade name BECU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Lance N

Series 63, Series 65

Tukwila, WA

LPL Financial

Lance Nekota is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Mathew D

Series 63, Series 65

Tukwila, WA

LPL Financial

Mathew Dailey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with LPL Financial and Boeing Employee Credit Union investment services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Nancy T

Series 66

Tukwila, WA

LPL Financial

Nancy Tran is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2015 and has been associated with BECU (formerly Boeing Employee Credit Union) since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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David F

Series 63, Series 65

Tukwila, WA

LPL Financial

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with both LPL Financial and Boeing Employee Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Catherine S

Series 63, Series 66

Tukwila, WA

LPL Financial

Catherine Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked with Boeing Employees Credit Union since 2016 and is a commissioned notary in the state of Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Nathaniel E

Series 65, Series 63

Tukwila, WA

LPL Financial

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. Engstrom also provides investment products and services through the Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Ranhee L

Series 66

Tukwila, WA

LPL Financial

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience. Lee holds a Series 66 license and has previously worked at Wells Fargo and TIAA-CREF. Outside of advisory work, Lee is the business owner of Project Me on Me, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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