About Us
Our team develops strategies designed to help clients reach their financial goals. We provide individuals and families with guidance and planning to navigate a variety of financial issues ranging from retirement planning and portfolio management, to legacy planning and transfer of wealth to the next generation.
Meet Our Team
Thomas Ku, MBA, CFP
Senior Financial AdvisorManaging Director - Investments
Thomas graduated summa cum laude from The University of St. Thomas in Minnesota (BA Finance), studied abroad at Osaka Gakuin University in Japan, and has an MBA from the University of Washington. He holds a Chartered Financial Consultant (ChFC®) designation and CERTIFIED FINANCIAL PLANNER (CFP®) certification. Thomas is fluent in Japanese, Taiwanese (Hakka), and conversational Mandarin Chinese. In the past, Thomas has taught MBA finance courses at Seattle University's Albers School of Business and Economics. He has also served on the Board of Directors of Friends of Youth, a non-profit organization that provides services to youth and their families.
Thomas lives in Kirkland, Washington with his wife Peggy and two children Audrey and Elliott. In his spare time, he enjoys competing in obstacle course races, reading, and traveling.
CA Insurance License Number: 0K02780. Resident State: WA
Gary Peterson, CFP
Financial AdvisorSenior Vice President - Investments
Gary graduated from the University of Washington in Seattle (BS Economics). He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional. As a CFP® professional, he completed extensive training and experience requirements and is held to rigorous ethical standards. This certification allows him to understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Gary lives in Bothell with his wife Ellie and two daughters Stella and Skylar. In his spare time, he enjoys golfing, traveling, and any outdoor activity with his family.
CA Insurance License Number: 0K02609. Resident State: WA
Taylor Mercer
Financial AdvisorWith over 15 years of experience in the financial services industry, Taylor embarked on his career journey at Wells Fargo following his graduation from Central Washington University. Throughout his tenure, he has held various roles, including banker, manager and most recently Premier Banker, collaborating directly with Financial Advisors to assist clients in realizing their short and long-term financial objectives. Irrespective of his role, Taylor remained unwavering in his dedication to ensuring the financial success of the community he serves.
Taylor and his wife Shannon live in Bellevue, Washington with their two daughters Rory and Andie. In his spare time Taylor enjoys spending time with family, traveling, golfing, downhill skiing and coaching his two daughters in sports.
CA Insurance License Number: 4302682. Resident State: WA
William K. Luu
Senior Registered Client AssociateWhy Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.