Our team-based approach to your financial success means you never risk the tunnel vision that can occur when a single person is charting the course. Our principals routinely trade opinions to determine the best strategy, then apply it to your unique circumstances.
Sabrina McGurr, MBA
Financial Advisor & Director of Education
EXPERTISE: Financial planning.
SERVES CLIENTS: By helping them navigate anything in life that has a "$" in front of it. Sabrina shows our 401(k) clients how abstract numbers can add up to opportunity in real life.
ACQUIRED WISDOM: From her grandfather, who taught her that "if you only spend the money you have, you'll always have money." Sabrina now translates her granddad's timeless advice into solutions for her customers.
LOVES: Thinking in numbers, talking about numbers, and, most of all, making numbers meaningful for clients. She also loves exploring new places and things.
FINDS BALANCE: At the gym, at church, as a volunteer, and by indulging in a little HGTV now and then.
Kyle Hauge, AIF®
Retirement Plan Advisor
EXPERTISE: Thinking strategically, proven problem-solving skills, and an expert understanding of the industry.
SERVES CLIENTS: Businesses and organizations depend on Kyle to help them create successful retirement programs tailored to their specific needs now and in the future.
ACQUIRED WISDOM: Seemed like Kyle was all business in his college studies at PLU, earning a degree in finance and economics but he made sure to find time to get outside and play lacrosse.
GLOBE TROTTER: World travel has helped him gain insight into other cultures and an appreciation for people and places.
FINDS BALANCE: With his family and the outdoor life. Kyle loves playing and coaching sports, hiking, and traveling around the beautiful Northwest in the family RV.
Lead Analyst & Portfolio Manager
EXPERTISE: Nailing the details. Providing pivotal analysis. Clearly and intelligently explaining the “why.”
SERVES CLIENTS: By promptly placing trades, managing reports and researching investments. All without missing a beat.
DOING THE MATH: Ashley earned her BA in Mathematics from the UW. Not to subtract from her love of math, but she really loved studying dinosaurs and architectural design.
TELLING EXPERIENCE: Her prior job as a bank teller taught Ashley a great deal about how people respond to different life phases, making her an empathetic listener.
FINDS BALANCE: Working with her husband to convert an 80's-era van into a camper. Testing upgrades in “real time," while sleeping in it during winter ski excursions.
EXPERTISE: The indispensable “maestro” that orchestrates the many processes that keep people and projects in harmony.
SERVES CLIENTS: With a genuine love for helping others— and by equipping our team with everything they need to keep clients smiling.
ACQUIRED WISDOM: Attained via years of successful real-world experience from sales to office management.
SEEING RED: For Cindy, every day is Christmas as she indulges her passion for collecting Santas from around the globe.
FINDS BALANCE: Camping in the Pacific Northwest with her family and through her work as a Free Methodist ordained minister.
Shannon Mauch, AIF®
Retirement Plan Advisor
EXPERTISE: Shannon’s finance degree (and a love of Excel) have empowered her ability to deliver key insights in a number of ways.
SERVES CLIENTS: With an uncanny ability to anticipate questions and respond quickly, ensuring 401(k) clients get optimum service. With minimum hiccups.
PRIOR PREP: Working for the Federal Government gave Shannon an understanding of rules & regs. Serving in a non-profit gave her a true appreciation of people’s deeper needs.
THE LONG & SHORT OF IT: Dachshunds have been a part of Shannon’s life since “day one” as her entire family – from grandparents to aunts to cousins – have owned them.
FINDS BALANCE: No wonder Shannon fits right into the tight-knit team at Trutina. She loves to crochet and knit at home – or wherever her travels take her.
Ryan Colkitt, CFP®, CFA®
Lead Analyst & Investment Manager
EXPERTISE: An ace number cruncher Ryan makes even the most complex 401(k) issues look easy.
SERVES CLIENTS: Ryan keeps it personal for clients by finding holistic solutions to their challenges; with a focus on their end goal.
NOT ALL BUSINESS: Sure, Ryan graduated from the prestigious University of Washington-Foster School of Business and admits one of his favorite classes was Managerial Economics, but he also kicked back with a class in Martial Arts Film.
GIT 'ER DONE: Just one reason Ryan is so accomplished is his belief in the idea that "Small deeds done right are better than great deeds planned."
FINDS BALANCE: Hitting the road and off-road with his mountain bike. In fact, if given a month off, Ryan would head to New Zealand and explore by bike.
Michael Coyne, CPC®
Retirement Plan Advisor
EXPERTISE: Fluent in “Retirement Plan’ese.” Able to translate nuances in a snap.
SERVES CLIENTS: By coordinating plan conversions, assisting participants with questions and consulting on plan design, regulatory and compliance issues.
ACQUIRED WISDOM: After 9 years in the Air Force, his career soared during 13 Years managing 401(k), 403(b), Profit Sharing and Money Purchase Pensions Plans.
ESPRIT DE CORPS: A regimented lifestyle in the military led to Mike’s disciplined approach to retirement plans using sound policies and procedures.
FINDS BALANCE: With the 3 G’s: Globetrotting. Golf. And Gronk. As a Boston native, he loves the Pats but after 17 years as a local he’s caught the “12th Man Fever.”
EXPERTISE: Making sure the numbers add up and billing is consistent and correct.
SERVES CLIENTS: Nicole truly believes that beauty is in the details. She loves tracking and analyzing data, working with Excel and crunching numbers.
FASHIONABLY SMART: Along with her Bachelor’s from SPU, Nicole also has a degree from the Fashion Institute of Technology in NYC – a real passion from day one.
REAL-WORLD INSIGHTS: Before joining Trutina, she had her own fashion accessories business where she learned everything from hats-to-shoes (top-to-bottom) that gave her a genuine perspective on what it takes to be successful.
A REAL SPORT: Nicole loves all activities including basketball, track, softball and golf. She loves kicking back with soccer or fishing with her children.
Matt Myers, CFP®
Senior Partner & Chief Strategy Officer
EXPERTISE: Delivers proven insights gained from 25 years of experience in all things financial – including banking, lending, real estate, advisory services and more.
SERVES CLIENTS: By letting them talk. Really gaining understanding of people’s wants and needs. Then calling on years of insights to advise them on a sustainable path.
NET RESULTS: As an avid fly fisherman, Matt understands the importance of streamlining.
QUOTE TO LIVE BY: Listen to what people say. Believe what they do.
FINDS BALANCE: Traveling, fishing (see above), and snowmobiling. He also once restored a ’57 Chevy…a classic way to hone patience.
Clayton Hunter, CFP®
EXPERTISE: A great listener with a real knack for anticipating clients’ needs, in-depth financial planning and monitoring plans.
SERVES CLIENTS: As part of the Wealth Management Operations Team, Clayton helps open and manage accounts and accommodate requests of all kinds.
WEIGHTY CREDENTIALS: Clayton not only graduated from the University of Washington Foster School of Business with a Finance degree, he’s an avid weightlifter/personal trainer. He also kicks back occasionally on the soccer pitch.
A LOVE OF DOGS AND DAWGS: Besides his die-hard enthusiasm for the UW Huskies, if given a month off, Clayton would hit the 2-lane backroads exploring with his dog Ranger.
WORDS TO LIVE BY: Listen to your head but follow your heart. Forgive and ask for forgiveness. Proof that Clayton doesn’t wrestle with how to enjoy each day.
Financial Advisor & Director of Operations
EXPERTISE: Puts the “Trust” in Trutina. Helping clients plan now to lead a fulfilling life today – and retire comfortably tomorrow.
SERVES CLIENTS: By providing personalized service with exceptional attention to detail. A powerful combination that leads to lasting relationships.
ACQUIRED WISDOM: Starting in the baking business, she has always risen to the challenge to build relationships and put clients first.
NET REWARDS: A team player, Melissa was on her college tennis squad. Prior to that, she volleyed around the globe as the child of an Air Force officer.
FINDS BALANCE: It’s all about the dough. As an avid baker, Melissa loves trying to perfect the ultimate brownie recipe.
Managing Partner & Chief Compliance Officer
EXPERTISE: Welcoming new clients into the Trutina family and connecting them to precisely the right services.
SERVES CLIENTS: By offering expert insights, staying connected, and ensuring they get the absolute optimum fit for their needs.
A GOOD SPORT: With 3 rambunctious kids, Geoffrey has transitioned from a football team captain at PLU to coach, mentor, manager, and cheerleader for every sport.
PROVED HIS DEVOTION: By taking off the helmet and giving up his beloved motorcycle when he married his wife.
FINDS BALANCE: Through family, friends and faith. And (after a day of work and kids’ activities), putting up his feet and falling asleep in front of Sports Center. At 8:45 p.m.
First Impressions & Client Services Team Associate
EXPERTISE: Extending our signature warmth to every caller and visitor.
SERVES CLIENTS: With smarts and a smile. Besides orchestrating our front desk operations and keeping us all organized, Kathy pinch-hits in ways too numerous to count.
ACQUIRED WISDOM: Working as a nurse in neurosurgical unit for 12 years. Raising two kids. And, once, patiently dangling from a ski lift while waiting to be rescued.
LOVES: Feeding hummingbirds. (Their flitting from place to place kind of reminds her of her job.)
FINDS BALANCE: Walking, serving in ministry, spending time with family and friends.
Client Services Team Associate
EXPERTISE: Experience in the hospitality industry gave Ashley an understanding of how to really care for people—ensuring meaningful relationships with clients and colleagues.
SERVES CLIENTS: An “Ashley-of-all-trades”, she provides support to the financial team while keeping Trutina’s sparkling record of service intact.
WORDS TO LIVE BY: One of Ashley’s guiding principles is “Every day is an opportunity to make a difference”. We’re so glad she’s making positive impacts every day at Trutina.
HOME SWEET HOME: Ashley isn’t just organized at work. She loves staycations and working on projects around the house.
FINDS BALANCE: When Ashley has free time, you can find her at her happy place, soaking up the sun on a beach or playing with her Australian Shepherd, Kobi.
Client Services Team Associate
EXPERTISE: Vinh has a talent for organizing and cheerfully takes on even the toughest challenges helping the financial team with client communications and day-to-day ops.
SERVES CLIENTS: His college studies in radiation therapy taught Vinh the value of making genuine connections, attention to detail, and appreciating a person's whole story.
LOCAL BOY MAKES GOOD: Vinh was born and raised in Washington state. He enjoys giving back to his community with anything from park cleanups to volunteering at the hospital.
SPIRIT OF ADVENTURE: Vinh loves traveling to lesser-known destinations and soaking up the culture and cuisine. He also learned to ride a unicycle. Talk about balance!
IN THE MOUNTAINS OR ON THE WATER : When he's not exploring the local trails with his dog, he enjoys snowboarding in the mountains or jet-skiing on Lake Chelan.
Client Services Team Associate
EXPERTISE: Aaron credits his past experience in retail with helping him always go the extra mile in taking care of Trutina’s clients—making sure they have a positive experience every time.
SERVES CLIENTS: As the first line of defense, helping day-to-day operations run like clockwork, providing a high-level of customer care, and organizing all-important documents.
LIFELONG LEARNING: Aaron went back to school and earned his bachelor’s degree in Business Administration at age 30 from the University of Washington Bothell, and also holds two associate degrees.
WORDS TO LIVE BY: One reason Aaron is so good at his job is his favorite maxim: “As you climb the ladder at work, always treat everyone with respect. You never know who you’ll meet on the way down”.
FINDS BALANCE: With an active outdoor life. Aaron is an intrepid hiker and enjoys playing soccer and golfing with friends—but always makes sure to catch his UW Huskies and Seahawks football games.