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, bfa™
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.
EXPERTISE: Market insights.
SERVES CLIENTS: With honesty, common sense, and insight. By supporting our investments team with deep research and smart thinking.
ACQUIRED WISDOM: Spending four years in the insurance and claims industry before pursuing his interest in the stock market.
HOW TO PRONOUNCE HIS LAST NAME: How-ghee. (It’s OK. Only three people have ever gotten it right the first time.)
FINDS BALANCE: Playing lacrosse, traveling, and volunteering for Habitat for Humanity.
Analyst / Trader
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.
Retirement Plan Advisor
EXPERTISE: Helping valued clients design, maximize (and here’s the key part) deliver employee benefit plans that help them attract and retain top people.
SPECIAL TALENT: Tony genuinely excels at connecting with employees — either in groups or one-on-one — to inspire and guide them on how to retire with true purpose.
RETIREMENT MAVEN: For over 10 years, Tony’s done it all when it comes to retirement plans: from plan design to 5500 prep to fiduciary meetings to leading engaging educational meetings and participant one-on-ones. And that’s just the start.
NET RESULTS: A “few” years back, Tony played for the state champs basketball team from Tacoma. He credits his success as being with the right team at the right time with the right coach. Just like today, with Trutina.
FINDS BALANCE: Through his daily devotion to his children and wife, his deep faith and — of course — his valued clients.
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.
Client Services Team
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, cfa®, cfp®
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.
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®
Chief Strategy Officer / Senior Partner
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®
Wealth Management Operations
EXPERTISE: A great listener with a real knack for anticipating clients’ needs.
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.
Investment Advisor Representative
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.
Chief Compliance Officer / Managing Partner
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.
Front Desk / Team Support
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.
EXPERTISE: Ashley truly answers the call to ensure that people connect with maximum efficiency and minimal hitches.
SERVES CLIENTS: An "Ashley-of-all-trades," she takes care of whatever needs doing to help keep Trutina's sparkling record of service intact.
THE RAH DETAILS: A cheerleader at Woodinville High School, Ashley knows how to get the jump on the right info, to the right people, right now.
A NEAT APPROACH: Organizing and cleaning are two of Ashley's strong suits. Which are ideal traits for her work, keeping details (and reports) straight and orderly.
A LIFE WELL LIVED: Ashley's favorite maxim is "treat others as you would want to be treated." Suffice it to say, she's treated exceptionally well around our office!
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.