Brad is the founder of Pacific Crest Financial Services, LLC (PCFS, LLC).  He specializes in comprehensive wealth management for individuals, families and business owners.  This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning.  Brad has over twelve years of experience in the financial services profession.

Licenses:

• FINRA Series 7 & 66
• Life, disability, and long term care insurance – Nevada and Washington 

Investment Adviser Representative
Brad is licensed to offer securities in Arizona, California, Florida, Kentucky, Nevada, New York, North Dakota, Oregon, Pennsylvania, Tennessee, and Washington

Education:    

• University of Nevada, Reno, Bachelor of Science in Finance Management
• University of Phoenix, Reno, Master of Business Administration
   

Holly is an Accounting Manager at Paulsen, Megaard & Co., PS specializing in accounting, auditing and consulting to not-for-profit, health care organizations, ERISA plans as well as general accounting, auditing and tax services to small businesses and individuals. She has been a financial advisor since 2006. Holly works with PCFS, LLC to provide her clients quality financial planning and wealth care services. 

Designations:     

• Certified Public Accountant, Washington

Licenses:    

• FINRA Series 7 & 66
• Life, disability, and long term care insurance - Washington

Investment Adviser Representative
Holly is licensed to offer securities in California, Ohio and Washington

Education: 

• University of Washington, Seattle, Bachelor of Administration in Accounting
• Employee Benefit Plan audit certificate digital badge

Dennis is a partner at Paulsen, Megaard & Co., PS. With over 30 years experience, he specializes in accounting, auditing and consulting to not-for-profit, health care organizations as well as general accounting, auditing and tax services to small businesses and individuals.  Dennis works with PCFS, LLC to provide his clients quality financial planning and wealth care services. 

Designations:

• Certified Public Accountant, Washington
• Personal Financial Specialist

Licenses:    

• FINRA Series 7 & 66
• Life, disability, and long term care insurance - Washington

Investment Adviser Representative - Washington

Education: University of Washington, Seattle, Bachelor of Administration in Accounting
 

Kenneth founded KWC Accountancy Corp, formed in 1998.  With over 30 years of experience, he specializes in accounting, auditing and consulting to small businesses and individuals.  Kenneth works with Pacific Crest Financial Services to provide his clients quality financial planning and wealth care services. 

Designations: Certified Public Accountant, Washington
        
Licenses: FINRA Series 7 & 66
Investment Adviser Representative
Kenneth Wang is licensed to offer securities in California, Massachusetts, New York, Texas, and Washington

Education: University of Washington, Seattle, Bachelor of Administration in Accounting
 

Laurel has over 25 years providing accounting, auditing and consulting services to small businesses and individuals. She serves as the Wealth Management Assistant aiding with the daily operations of the business. She is a key liaison between our clients, financial advisors and broker/dealer. She also manages the internal reporting and compliance matters.  

Designations: Certified Public Accountant, Washington

Education: University of Nevada, Las Vegas, Bachelor of Science in Accounting