Hohimer Wealth Management, LLC

Jack Hohimer is a financial advisor with Hohimer Wealth Management, LLC in Seattle, WA, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and the University of Washington - Bothell. Outside of his advisory work, he is involved in mortgage lending through his role as a Mortgage Loan Originator with LendinCo. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing active and passive strategies across various asset classes while integrating alternative investments and private funds.

Kyle Balcos is a financial advisor at Hohimer Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Outside of his advisory role, he is involved with Balcos Wealth Strategies, an insurance business. Hohimer Wealth Management serves a diverse client base including individuals, pension plans, trusts, and charitable institutions. The firm uses a team-based model to provide investment and wealth management services, employing both active and passive strategies across various asset classes while integrating alternative and pooled investments.

David Hohimer is a financial advisor at Hohimer Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advisory work, he owns and operates businesses providing residential lending, business loan connections, and tax and accounting services. Hohimer Wealth Management serves individuals, pension plans, trusts, foundations, and business entities through a team-based approach offering investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring, and it also acts as an investment manager for private funds including a residential real estate fund for qualified purchasers.

Bryan Abdelnoor is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Hohimer Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Citigroup, Santander Securities, Edward Jones, and TD Ameritrade. Hohimer Wealth Management, LLC serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based model to provide investment and wealth management, financial planning, and portfolio management, utilizing a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring.

Theresa Kenyon is a financial advisor at Hohimer Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Hohimer Wealth Management since 2021. In addition to her advisory role, she serves as the full-time Managing Director at Lendinco, LLC, a mortgage banking firm. Hohimer Wealth Management advises individuals, institutions, and business entities, offering investment and wealth management, financial planning, and consulting services through a team-based model. The firm utilizes a combination of active and passive strategies across various asset classes and incorporates alternative investments, including private funds, while serving as an investment manager for certain pooled investment vehicles.

Patrick Conklin is a CFP® professional with 12 years of industry experience, currently serving at Hohimer Wealth Management, LLC since 2019. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also a licensed insurance agent with Risk & Liability Consultants LLC, connecting individuals with life and long-term care insurance products. Hohimer Wealth Management advises a diverse client base including individuals, pension plans, trusts, and charitable institutions using a team-based model. The firm employs a mix of active and passive investment strategies across various asset classes and integrates alternative and pooled investments, serving as an investment manager for private funds such as the US Affordable Housing Fund I.

Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.

Philip Tom is a financial advisor at Hohimer Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets, LLC for 10 years. Hohimer Wealth Management, LLC serves individuals, including high net worth clients, as well as various institutional and family entities. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across a range of asset classes, and integrates alternative pooled investments while providing discretionary and limited non-discretionary portfolio management.

Jennifer Weaver is a financial advisor at Hohimer Wealth Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC for 10 years. She joined Hohimer Wealth Management in 2025 as part of their team of 10 advisors based in Seattle, WA. Hohimer Wealth Management advises a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable institutions. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across various asset classes while incorporating alternative investments and private funds.

David Simpson is a financial advisor at Hohimer Wealth Management, LLC in Seattle, WA, with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Jones Lang LaSalle. He is also involved with Risk & Liability Consultants LLC, where he connects individuals with life and long-term care insurance products. Hohimer Wealth Management advises a diverse range of clients including high net worth individuals, pension plans, trusts, and charitable institutions. The firm employs a team-based model to provide investment and wealth management services, utilizing a mix of active and passive strategies across various asset classes, and incorporates alternative investments and private funds into client portfolios.

Alex Peters is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Hohimer Wealth Management, LLC and also serves as a loan consultant at Lendinco. Peters is a member of the advisory board for the Beacon Fund, an alternative investment held by Hohimer Wealth Management clients. Hohimer Wealth Management, LLC advises individuals, institutions, and family entities through a team-based model, offering investment and wealth management, financial planning, and both discretionary and limited non-discretionary portfolio management. The firm utilizes a combination of active and passive strategies across various asset classes, integrates alternative investments including private funds, and serves as an investment manager for select private funds.

Curtis Nilsen is a financial advisor with Hohimer Wealth Management, LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Mutual of America and MassMutual Northwest. Hohimer Wealth Management advises a diverse client base including high net worth individuals, pension plans, trusts, and charitable institutions. The firm uses a team-based approach and combines active and passive investments with alternative and pooled vehicles, serving also as an investment manager for certain private funds.