What makes us different than other wealth managers?

When Mike Vincent and Dean Bennion founded Kimball Creek Partners™, it was through the shared inspiration to create a different kind of wealth management firm, one that combines the principles of good stewardship with the highest standards of fiduciary care. That was over twenty years ago and today the Kimball Creek team continues to uphold our core belief that, true wealth is much more than money, it is the ability to live a life full of purpose and meaning.

Four generations of families have trusted Kimball Creek Partners™ to shepherd and safeguard their wealth through good times and bad. No one knows for certain what the future holds in store. This is why we follow a disciplined approach to managing risk that favours preparation over prediction, with the understanding that risk is much more than market volatility. It is anything that may keep you from achieving your most important goals.”

Mike and Dean learned about risk management early in their careers, trading stock options and security futures. Those were the days when brokerage firms charged large commissions, and high-net-worth clients looked for expertise on what stocks to buy in order to leverage their chances of winning big in the market.

Today, Kimball Creek Partners™ is a fee-based independent wealth management firm that understands the only constant is change. This is why our firm represents a culture that embraces change as opportunity unfolding, to reveal a future of hope and promise for generations to come.

At Kimball Creek Partners™ we know risk is a necessary part of living a meaningful life. This is why our mission is to help you know the risk that lies within every opportunity–so, in turn, you and your family will know the meaning of true wealth.

The Story Behind Kimball Creek Partners

Kimball Creek is the last tributary to flow into the Snoqualmie River above the majestic Snoqualmie Falls in Western Washington. Just as the streams and rivers of the Cascade Mountains are a source of clear, clean water that bring beauty and power to the Pacific Northwest, the investment professionals of Kimball Creek Partners are your source for clear, professional investment advice and exceptional service.

Meet Our Team

We are a well-respected team of CERTIFIED FINANCIAL PLANNING™ certificants that look for the most appropriate recommendations tailored to each individual client for their long-term financial success.

Managing Partner and Co-Founder

Dean S. Bennion CFP®

dean@kimballcreekpartners.com

(206) 508-6442

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.

Now Dean has over 30 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.

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, 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.

Operations Assistant

Taryn Weiks

(206) 508-6442

Taryn joined Financial Advocates in June of 2016 after graduating with a Bachelor of the Arts from Gonzaga University. She is part of the Client Care Team and works with advisors on Virtual Assistant support.

Taryn was born and raised in the Olympia, Washington area and enjoys hiking and spending time with her family and friends.

Seattle Five Star Wealth Manager

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2649 Seattle area wealth managers were considered for the award; 424 (16 percent of candidates) were named 2014 Five Star Wealth Managers.

Business Continuity

All Kimball Creek Partners™ advisors are engaged with each client relationship. In the event your primary advisor is unavailable, the remaining team is prepared to provide seamless service and account management. Additional support is also available through our Registered Investment Advisor and partner, Financial Advocates Investment Management (FAIM), based in Olympia. FAIM supports their network of 200 independent advisor firms with additional resources and support if the need arises.

In the event of a natural disaster or other unforeseen business interruption, members of the Kimball Creek Team have remote access technology making it possible to work wherever it is safe and access to the internet service is available. LPL, our broker/dealer, maintains back office support and information technology on both the east coast and west coast.

(800) 493-6195
admin@kimballcreekpartners.com
917 Pacific Ave., Suite 407
Tacoma, WA 98402

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management DBA Kimball Creek Partners, a Registered Investment Advisor. Financial Advocates Investment Management, Kimball Creek Partners and LPL Financial are separate entities.   

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