When you engage Pacific Crest Financial Advisors, LLC you hire a team of planning professionals with decades of financial planning experience. Our team approach provides multiple perspectives on each client’s situation. The principals each review the data collection, the prepared client materials, and attend the client meetings. Having two professionals in the client meetings allows better awareness of the client and differing ways of explaining the materials presented. We feel strongly that reality is always filtered through ones experiences and so having two professionals in the client meetings allows us to develop a more complete view of the client, their assumptions and expectations. We strive to know our clients intimately by knowing their dreams for themselves, children, grandchildren and community.
We only work with those willing to share their complete financial picture. We do not need to manage the whole financial picture but we insist that we are aware of it all. The greatest value we provide is coordinating the overview of our client’s financial lives in a comprehensive manner. When appropriate, and with client permission, we communicate with our client’s CPAs, attorneys and insurance agents.
Alexander “Alec” Williamson
Alec has been in the financial services industry for the past 24 years. He has been a Certified Financial Planner TM (CFP) for 16 years and has fifteen years of experience working as a fee-only financial planner. Prior to that time, he was a commercial lending officer with Rainier Bank/Security Pacific Bank and a registered representative with SunAmerica Securities.
Prior Work History
StanCorp Investment Advisers, Inc. October 2006 – September 2010
Senior Investment Counselor Lynnwood, Washington
Focus: Maintain and expand the clientele for a fee-only financial planning and investment management company; manage client investment portfolios; review estate and insurance coverages; prepare comprehensive long-term financial plans. Our team, Alec & Darron, had the highest or tied for the highest client satisfaction ratings of StanCorp’s offices across the country.
Lakeridge Financial Partners, LLC October 1994 – October 2006
Certified Financial PlannerTM Seattle, Washington
Focus: Establish and develop a fee-only financial planning practice; manage client portfolios composed of equities, bonds and mutual funds; develop comprehensive financial plans using static and Monte Carlo modeling; review educational funding and employee stock option packages; evaluate early retirement packages; provide second opinion advice to hourly clients without a commissioned-based bias.
Darron L. Kuehn
Darron has been in the financial services industry for the past 13 years, and been an integral part of a team approach that entire time. He has been responsible for dissolution financial analysis (divorce work), portfolio rebalancing, and client meeting presentations. Darron graduated with dual Bachelors of Science degrees in accounting and finance from Central Washington University in 1997. Darron thrives on working with individuals and believes all business is based on personal relationships and professional competency.
StanCorp Investment Advisers, Inc. January 2007 – June 2010
Financial Analyst Lynnwood, Washington
Focus: Complete portfolio rebalancing and maintenance, including the purchase of the stocks, bonds, and mutual funds; prepare full client reports on ad hoc basis as well as for scheduled client meetings; execute all client requests for distributions and trades.
Cotton Financial Advisors, Inc. September 1997 – December 2006
Para Planner & Compliance Officer Lynnwood, Washington
Focus: Provide direct client planning and support for the firm's primary planner; serve as the mutual fund and fixed income trader, system manager, and compliance officer; direct all quarterly mutual fund research and maintain portfolio compliance.