CA Insurance License # 4058350

Kellen brings a unique perspective to financial services, transitioning from a background in Molecular Biology and Microbiology to a career driven by a genuine passion for helping people. A University of Washington graduate from Washington state, Kellen discovered his true calling in supporting clients’ financial well-being after realizing research wasn’t his ultimate path.

Kellen provides comprehensive financial guidance tailored to each client’s goals. He works closely with individuals and families to build investment strategies, retirement income plans, and wealth accumulation models, while continuing to offer insurance-based solutions that protect what matters most. Whether navigating market volatility or planning for life’s major transitions, Kellen brings clarity and care to every interaction.

Committed to making a meaningful impact, Kellen approaches each client relationship with dedication and empathy. His scientific training provides a methodical approach to financial services, allowing him to analyze intricate financial scenarios with precision and care.

Outside of work, Kellen leads an active, enriching lifestyle. An outdoor enthusiast, he enjoys hiking and walking with his English Golden Retriever, exploring the beautiful Pacific Northwest landscapes. Recently becoming a father has deepened his perspective on financial planning and long-term goal setting.

A vibrant personality, Kellen is passionate about music, regularly attending concerts and live shows. His love for sports extends to both watching and playing, keeping him physically and socially engaged. An adventurous foodie, he delights in discovering new restaurants and culinary experiences.

I am licensed and registered to offer products and services in WA. Licenses and registrations will vary.
Domiciled in WA.

Check the background of this investment professional on FINRA’s BrokerCheck