Meet Our Team

Brock Loen, PIM Portfolio Manager®

Private Wealth Financial Advisor
Managing Director - Investments

Phone Number

(206) 833-4309

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With more than 35 years of financial and investment experience, including 15 years as a Branch Manager, Brock Loen’s diverse background and consultative approach allow him to provide a wide range of financial insights and intelligence to help his clients achieve financial freedom and success. Brock takes pride in being an intentional, disciplined advisor who has personal relationships with clients, many of whom he has worked with his entire career.

Prior to the start of his career, Brock graduated from Oregon State University with a Bachelor of Science in Business Administration/International Business and then went on to receive his MBA from the University of Washington with a concentration in finance.

Brock has lived in the Seattle/Bellevue area for more than 40 years and is married with three adult sons. He served as former President of the Seattle Bond Club and a former founding board member of Invest in Youth. He enjoys playing tennis, golfing, biking, skiing, and fishing.  A lifelong travel enthusiast, Brock met his wife during a semester-at-sea program and has been all over the world to explore and visit clients.

Certificates

PIM Portfolio Manager®

Brandon Curneen, CIMA, CFP, CWS, PIM Portfolio Manager®

Private Wealth Financial Advisor
Managing Director - Investments

Phone Number

(206) 833-4307

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For over 20 years, Brandon Curneen has worked closely with clients to design personal investment plans and custom-tailored strategies to help them build, manage, preserve, and transfer their wealth. He leverages his diverse investment background in capital markets and hedge fund management to bring depth and breadth to the financial insights on which his clients depend. A hands-on, results-oriented professional, his personal goal is to establish strong, successful relationships as his clients’ trusted advisor for their lifetimes.

Before beginning his career, Brandon earned a Bachelor of Science in Finance from the University of Washington’s Foster School of Business. Highly credentialed, Brandon is a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst®, and Certified Wealth Strategist®. The rigor with which he has pursued advanced certifications is a testament to his commitment to be his best for clients.

Born and raised in Bellevue, Brandon lives there today with his wife, Anna, and daughters, Sloane and Mari. Away from the office, Brandon enjoys golfing, boating, running, and spending time with his family.

Certificates

CIMA, CFP, CWS, PIM Portfolio Manager®

Blake Loen, CFP

Financial Advisor

Phone Number

(206) 292-3275

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Blake Loen has more than a decade of experience in the financial services industry, helping clients navigate complex financial decisions at every stage of life. He is a CERTIFIED FINANCIAL PLANNER® professional, reflecting his commitment to rigorous standards, thoughtful planning, and long-term client relationships. Blake has a passion for connecting with individuals on both a personal and financial level, along with providing financial education to the next generation.

A graduate of Gonzaga University, Blake earned a Bachelor of Business Administration in Finance and Marketing. He began his career at PitchBook Data, a Morningstar subsidiary, where he worked closely with venture capitalists, private equity professionals, C-suite executives, lawyers, and investment bankers. Blake is deeply committed to his community by serving on the board and tutoring weekly for Invest in Youth, a Seattle-based non-profit.

Born in Seattle, Blake currently lives there with his wife, Maria, and their daughter, Eleanor. Outside of the office, he enjoys golfing, cooking for his family, cheering on his favorite sports teams, and traveling the world.

Certificates

CFP

Karen Bayuga, FPQP

Private Wealth Senior Registered Client Associate

Phone Number

(206) 833-4320

Karen Bayuga has been working in the financial services industry for more than 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.

Certificates

FPQP

Grace Hsu

Private Wealth Senior Registered Client Associate

Phone Number

(425) 362-1817

Grace Hsu has been dedicated to helping clients manage their wealth for more than 20 years. She believes that strong client relationships are key and is committed to delivering exceptional service through trust, responsiveness, and attention to detail. Grace plays an integral role on the team, overseeing operational responsibilities, assisting with treasury management, and navigating complex client matters with efficiency and care.

Originally from Taiwan, Grace is fluent in English, Mandarin, and Taiwanese. She graduated from the University of Washington with a Bachelor of Business Administration in Finance.

Grace resides in Bellevue with her husband, Joe, their daughter, Mia, and their family dog, Bella. Outside of the office, she enjoys exercising, traveling, dining out, event planning, and attending social events. She is actively involved in her community by volunteering with Mommies for Good and participating in her daughter’s Parent Teacher Student Association.

CA Insurance License Number: 0I38109. Resident State WA

Janet Casillas

Client Associate

Janet Casillas has been in the financial industry for nearly 11 years. She started off as a Bank Teller through Wells Fargo Bank and ended up making a career out of it, working her way up as a Lead Teller, Banker, Branch Operational Manager, and Administrative Assistant for Wells Fargo Advisors. As a Client Associate, Janet helps clients with account maintenance and money movements, as well as administrative and operational tasks for the team. Janet is proud of the years of experience she has had and loves helping others stay organized and informed with her administrative expertise.

A native Seattleite, Janet graduated from the University of Washington with a Bachelor of Interdisciplinary Arts and Sciences. She is also fluent in Spanish.

Janet lives in Seattle with her significant other and two kids. In her free time, she enjoys hiking, camping, and spending time with family.

Why Invest With Us

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.

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