Your Future is Our Focus
Your Financial Goals, Paired With Our Proprietary Process
Financial planning is not just about numbers; it is about understanding the aspirations of each individual. As your dedicated financial planner, we ensure a personalized approach to investment management with a focus on lasting partnerships, education, and guiding you towards a secure financial future.
Wealth Management Services
Our Team
Dean Bennion
Managing Partner, Co-Founder
When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross-country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organized chaos” of the trading pits, Dean has been an avid student of markets and how they work.
Dean now has over 37 years of experience as a financial advisor. He works with successful professionals, business owners, executives, retirees, and their families to provide investment advice and personalized portfolio management services. He enjoys learning about people and helping them pursue their most important goals.
Additionally, Dean teaches personal finance classes at the University of Washington.
Dean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts (B.A.) Degree with a Finance concentration from the University of Washington, where he now teaches, along with a Master of International Management degree from the Thunderbird School of Global Management, now part of Arizona State University. He loves the outdoors, exploring new places, trying new things, raising longhorn cattle, and spending time with his wife Lesli, their children, and grandchildren.
Brock Bennion
Wealth Strategist
Prior to joining Kimball Creek Partners, Brock completed a Ph.D. in immunology at Washington University in St. Louis MO. As a scientist, Brock enjoyed exploring complex systems and finding solutions to biological mysteries. Now he takes a scientific approach to financial stewardship.
Brock applies his experience unravelling difficult problems to simplify and streamline the client experience. His goal is to understand what is most important to clients, and together build robust strategies that aim to deliver results and work towards goals.
Brock and his wife live in Gig Harbor with their four kids, who keep them remarkably busy. As a family, they enjoy discovering all parts of the Northwest and working on their small farm. When not in the office or with family, Brock is probably drawing up plans for next year’s garden.
Brock holds Series 7 registration through LPL Financial and his Series 66 registration through both LPL Financial and Financial Advocates Investment Management. Brock also has a bachelor’s degree from Brigham Young University in Physiology and Developmental Biology.
Brock Bennion
Wealth Strategist
Prior to joining Kimball Creek Partners, Brock completed a Ph.D. in immunology at Washington University in St. Louis MO. As a scientist, Brock enjoyed exploring complex systems and finding solutions to biological mysteries. Now he takes a scientific approach to financial stewardship.
Brock applies his experience unravelling difficult problems to simplify and streamline the client experience. His goal is to understand what is most important to clients, and together build robust strategies that aim to deliver results and work towards goals.
Brock and his wife live in Gig Harbor with their four kids, who keep them remarkably busy. As a family, they enjoy discovering all parts of the Northwest and working on their small farm. When not in the office or with family, Brock is probably drawing up plans for next year’s garden.
Brock holds Series 7 registration through LPL Financial and his Series 66 registration through both LPL Financial and Financial Advocates Investment Management. Brock also has a bachelor’s degree from Brigham Young University in Physiology and Developmental Biology.
Kelly Myers
Office Manager
Kelly is a seasoned administrative professional with over 20 years of experience in the insurance industry, bringing a wealth of knowledge and expertise to Kimball Creek Partners. She enjoys assisting clients and ensuring they have the best possible experience.
Originally from California, Kelly enjoys spending quality time with her daughter and dog while exploring the beautiful Northwest. She also loves to travel and seek out new and exciting experiences which allow her to embrace different cultures, discover new perspectives and create lasting memories with her family and friends.
About Our Company
As a fee-based independent firm, we see change as a constant; an opportunity to inspire hope for future generations. Our mission is to help you navigate risks and align your financial goals with what truly matters in your life. Just as Kimball Creek nourishes the Cascade Mountains, we aim to nourish your financial future clearly and professionally.
Our Service Area
Our office is conveniently located in Downtown Tacoma, and we cater to many South Puget Sound areas including; Tacoma, Gig Harbor, Puyallup, Olympia, Maple Valley, Federal Way, and University Place. However roughly a third of our business is out of state and we welcome new clients and referrals from across the USA!