About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Brock Loen
Private Wealth Financial AdvisorManaging Director - Investments
Brock has lived in the Seattle and Bellevue area for more than 35 years, and he is married with three adult sons. He is a past President of the Seattle Bond Club and a former board member of Invest in Youth. He enjoys playing USTA tennis, in addition to golfing, biking, skiing, and fly fishing. A lifelong travel enthusiast, Brock met his wife during a semester-at-sea program and they continue to explore when they can.
Resident State: WA
Brandon Curneen, CIMA, CFP, CWS
Senior Financial AdvisorFirst Vice President - Investments
Born and raised in Bellevue, Brandon lives there with his wife and kids. Away from the office, Brandon enjoys golfing, boating, running, and spending time with his family.
Resident State: WA
Karen Bayuga
Private Wealth Senior Registered Client Associatefor 25 years. As an administrative asset on the team,
she has multifaceted duties, including the coordination of the
group’s overall day-to-day operations, implementing business
management systems, and delivering outstanding client service.
Karen is fully invested in client relationships and is the primary
point of contact for most operational needs, such as opening and
maintaining accounts, money movements, trading, and handling
any complex issues that may arise.
Originally from Ontario,Canada Karen has lived in Seattle for over 30
years. She is a graduate of Seattle University, where she earned
a Bachelor of Arts in Business Administration. She has also
received the Financial Paraplanner Qualified Professional (FPQP®)
designation.
Karen spends most of her time with her husband, Kelly, and their
dog, Felicia, who they affectionately refer to as Flea. When they are
not at home, Karen and Kelly enjoy attending local sporting events,
eating at new restaurants, and traveling.
Resident State: WA
Grace Hsu
Private Wealth Senior Registered Client Associatetheir wealth for nearly 20 years. She believes managing client
relationships is key, and her focus is on fostering customer loyalty,
interaction, and long-term engagement. Grace has been rated by
the firm as a top-performing Client Associate for multiple years in
a row and has consistently received positive client recognition for
her work.
Originally from Taiwan – where she learned to speak English,
Mandarin, and Taiwanese – Grace graduated from the University of
Washington with a degree in finance.
Grace lives in Bellevue, WA, with her husband, Joe, their daughter,
Mia, and the family dog, Bella. Away from the office, she enjoys
exercising, traveling, dining out, event planning, and attending
social events. Grace also volunteers for Mommies for Good, which
is a charitable organization focused on helping families in need, and
she is also a member of her daughter’s Parent Teacher Student
Association group.
Resident State: WA
Why 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.