With more than 30 years of financial and investment experience, including 12 years as a branch manager, Brock Loen’s diverse background and consultative approach empower him to bring a wide range of financial insights and intelligence to help his clients achieve financial freedom and success.

Prior to the start of his career, Brock graduated from Oregon State University with a Bachelor of Science in Business Administration/International Business and went on to receive his MBA from the University of Washington. He is also an Accredited Investment Fiduciary® and thrives on the fast-paced, high-energy nature of the business. Brock takes pride in being an intentional, disciplined advisor who has close personal relationships with clients, many of whom he has worked with his entire career.

Brock has lived in Seattle 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 salmon 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.

For 20 years, Brandon Curneen has worked closely with clients to design personal investment plans and custom-tailored investment accounts to help them build, manage, protect, 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, as well as a 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 his clients.

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.

Blake Loen has nearly a decade of experience working in the financial services industry. His unique background of working with a wide variety of individuals and companies gives him the ability to problem solve for any type of client.

A graduate of Gonzaga University with a Bachelor of Business Administration in Finance and Marketing, Blake has a passion for connecting with individuals both personally and financially. Blake 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 was born in Seattle and currently lives there with his wife, Maria. Outside of the office, you can find Blake golfing, cooking for Maria, cheering on his favorite sports teams, and traveling the world.

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.

Grace Hsu has been dedicated to helping clients manage their wealth for more than 20 years. She believes managing client relationships is key, and her focus is on fostering customer loyalty, interaction, and long-term engagement. Grace helps the team by handling operational duties, assisting with treasury management, and tackling intricate matters.

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

Janet Casillas has been in the industry for nearly 10 years. She started off as a Bank Teller through Wells Fargo and ended up making a career out of it, working her way up as a Lead Teller, Banker, Branch Operational Manager, and Administrator for Wells Fargo Advisors. As a Client Associate, Janet helps clients with account maintenance and money movement, as well as administrative and operational tasks for the team. Janet is proud of the years of experience she has earned and loves helping others grow their wealth and simplify their lives with her 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 Des Moines with her significant other, plus their daughter, Kaeli, and their dog, Chewy. In her free time, she enjoys hiking, camping, crafting for special occasions, and traveling with family.