The Team Behind Strategies for Lasting Wealth

Paul’s precision, experience and heartfelt connection with his clients define his role as Managing Director – Investments at Legacy Investing Consulting Group of Wells Fargo Advisors.  A CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™ (CRPC®), Paul is known for his thoughtful guidance and personal regard and respect for his clients—many of whom he has walked alongside for decades.

A Lifelong Commitment to Financial Relationships
Paul’s journey in finance began long before his professional career. Raised in a household where his father worked as a financial advisor, he grew up with an early appreciation for markets and the meaningful relationships that define long-term planning.

He earned dual degrees in finance and economics from Central Washington University, launching directly into a career at Merrill Lynch. Early on, Paul developed a practice centered around retirees and sustainable, cash-flow-based strategies.

He soon moved into leadership, managing branches in Mount Vernon and Lynwood before taking on a regional role mentoring new advisors from Bellevue to Anchorage. Though he found fulfillment in leadership, Paul realized his heart was in client relationships, and in 2007, he returned to full-time advising.

In 2009, amid market uncertainty, Paul transitioned his practice to UBS—bringing over more than 90% of his client base. Alongside longtime partner Brett Williams, Managing Director – Investments, and later Kyle Kuykendall, Managing Director – Investments, and Andrew Dickson, First Vice President – Investments, Paul helped build a collaborative, service-driven team—one that now continues to evolve at Wells Fargo Advisors.

A Strategic Mind, a People-Centered Heart
Paul is the team’s go-to strategist, known for crafting detailed investment plans with engineer-like rigor. He leads on retirement income, estate planning strategies, education funding and multi-generational coordination. But behind every spreadsheet is a personal story—and that’s what drives him.

Clients often say Paul “knows their lives better than just about anyone else,” a reflection of the trust he’s earned over years of consistent, dedicated service. He loves his job, not just because of the numbers, but because of the people.

Life Outside the Office
Paul and his wife, Krissy, met in college and have been married since 1999. They’re proud parents to Caden, Alexandra, and Charlie. Paul has spent the past decade coaching youth basketball and lacrosse and now enjoys cheering from the sidelines. He’s an avid hiker, national park enthusiast and longtime mentor with American Corporate Partners, helping military veterans transition into civilian careers.

Known for his steady presence, thoughtful planning style and ability to connect across generations, Andrew is here to help—no matter where clients are on their financial journey. As First Vice President – Investments at Legacy Investment Consulting Group of Wells Fargo Advisors, he’s always a future-focused advocate for his clients’ success.

Starting with Trust and Teamwork
A graduate of the University of Washington with a degree in business administration, Andrew began his career at UBS through their New Financial Advisor program. Joining the Legacy team straight out of college, he leaned on seasoned colleagues like Paul, Brett and Kyle to develop a strong foundation in investment planning during a volatile market cycle.

Now, with nearly a decade of experience, Andrew continues to serve clients with the same collaborative spirit. As he transitions with his team to Wells Fargo Advisors, he’s excited to offer clients even stronger planning tools, technology and resources—while preserving the deep relationships that define his practice.

A Planner for Today and Tomorrow
Andrew works closely with high-net-worth individuals and young professionals, building comprehensive roadmaps tailored to each client’s goals. He is especially passionate about guiding younger professionals through key life stages, including first homes, new families, business ventures or early retirement planning.

With securities registrations including FINRA Series 7, 66, and Life & Disability Insurance, Andrew brings both technical knowledge and a personal touch to every conversation. His clients know him not just as an advisor, but as someone who listens, follows through, and genuinely cares about their lives and priorities.

He believes the advisor-client relationship should be personal, not transactional—and he’s committed to growing alongside his clients as their lives evolve and goals shift over time.

A Commitment to Family and Community
Andrew and his wife, Keely, live in Seattle’s Phinney Ridge neighborhood and recently welcomed their first child—a baby boy, Cannon. A passionate home chef and BBQ enthusiast, Andrew loves hosting wine and vinyl nights, golfing and cheering on the Washington Huskies.

He’s also active in his community, supporting youth leadership through Beta Theta Pi and the arts through the Schack Art Center in Everett.

Kyle brings a rare combination of strategic insight and empathy as Managing Director – Investments at Legacy Investment Consulting Group of Wells Fargo Advisors. As a CERTIFIED FINANCIAL PLANNER® professional, he is known for guiding clients through life’s financial complexities with steady expertise and a deep sense of personal care.

A Foundation Rooted in Family and Service
Kyle’s passion for financial advising began at home. His mother, Patty Kuykendall, was a longtime advisor at Smith Barney and UBS, inspiring him to view the profession not just as a career, but as a way to help support others through life’s most meaningful transitions. He earned his degree in finance from Washington State University in 2008 and began his professional journey at UBS in a sales support role, gaining hands-on experience in operations, tax and portfolio administration.

By 2012, Kyle had transitioned into advising—just after the global financial crisis—learning early on the value of calm, consultative leadership during uncertainty. He co-founded Legacy Wealth Consulting Group at UBS, serving as senior advisor and strategic lead, and will continue this role as he enthusiastically transitions with the team to Wells Fargo Advisors.

Planning with Purpose and Perspective
Kyle’s work centers on holistic, goals-based wealth planning for individuals and families. From cash flow modeling and risk management to charitable giving strategies and ESG investing, he combines technical depth with genuine personal understanding.

He is known for starting each conversation by asking what matters most—family, values, transitions—before ever discussing numbers. Clients trust Kyle not only for his strategic mind, but for his ability to listen, guide and create clarity through all stages of life.

Whether helping clients navigate retirement, the loss of a loved one or complex generational planning, Kyle leads with empathy and purpose. He believes every investment plan should reflect the human story behind it—and he finds fulfillment in helping people align their resources with their passions.

Adventure Beyond Finance
Kyle is married to Kari, also a Financial Advisor at Wells Fargo Advisors. They’re parents to Campbell (4) and Kellen (1), and love sharing outdoor adventures together—from hiking and backpacking to exploring global destinations like Japan, Spain and Italy. A passionate home pizza maker and active youth sports volunteer, Kyle finds joy in both the simple and the extraordinary.

Brett brings more than 37 years of investment services experience and a strategic, personal approach to his role as Managing Director – Investments and Senior PIM® Portfolio Manager at Legacy Investment Consulting Group of Wells Fargo Advisors.

He’s built his practice on trust, longevity and a big-picture mindset—offering clients not just advice, but perspective grounded in decades of real-world experience.

A Lifetime in Investment Services
Brett began his career in banking at the age of 18, working his way up to Vice President within six years at Rainier Bank, a firm that eventually became part of Bank of America. From there, he transitioned into Premier Banking, where he managed high-net-worth relationships and deepened his understanding of client needs and financial complexity.

In 1999, Brett joined Merrill Lynch as a Financial Advisor and went on to earn his CERTIFIED FINANCIAL PLANNER® designation in 2005, followed by the Chartered Retirement Planning Counselor℠ (CRPC®). He later moved to UBS, and in 2025, brought his longtime team and loyal client base to Wells Fargo Advisors in search of a more integrated and client-centric platform.

A Strategic and Human-Centered Approach
Brett specializes in portfolio management, estate planning strategies and retirement planning, with a focus on building multigenerational relationships that span decades. Clients know him for his ability to translate complex financial scenarios into stories and frameworks that are easy to understand and act on—always keeping the big picture in mind.

He believes that trust is built not through perfection, but through responsiveness, follow-through and a genuine interest in clients’ lives. Whether it’s helping a family plan a legacy or simply hearing about a recent vacation, Brett ensures every interaction feels personal and purposeful.

Most of his business comes from referrals—proof of the loyalty and trust he’s built over time—and he prides himself on consistently high client retention through every market cycle and firm transition.

Life Outside the Office
Brett and his wife, Stephanie, have been married for 16 years after meeting at Merrill Lynch. They spend their time traveling between Scottsdale, Arizona, and Washington’s Chelan region.

A passionate trail runner and hiker, Brett explores off-the-grid paths across the Southwest, often with an eye toward Native American history, relics and culture. He also enjoys reading, desert solitude and spending time with his adult children, Kaisha and Corey.