Team
Our team is committed to excellence, accessibility and integrity, every step of the way. Your success is our success, and we believe that you deserve the very best in customer service, personalized insights and trusted support.
Kevin Stokesbary
Founder / Advisor
(206) 624-1766
kstokesbary@financialguide.com
Kevin joined MassMutual Northwest in 2002, creating a strong foundation of experience and service in the financial arena, before branching out to create Northwest Wealth Strategies. With a strong background in in actuarial science and...
Stuart Lyle
Partner
(206) 275-3976
Stuart Lyle has been in the Life Insurance business for 46 years. His focus is in creating Business Plans for closely held firms throughout the Northwest. He specializes in . . .
Gus Zefkeles
Partner / Advisor
(206) 624-1766
Gus bring a wealth of experience working with clients in both personal and business insurance planning. Utilizing his refined knowledge of wealth building strategies, he excels at showing clients strategies to increase their income...
Eric Terry
Financial Advisor
BackgroundEric joined Northwest Wealth Strategies in 2020 after 16 years in the Banking industry. As a banker, Eric enjoyed working with business owners helping them manage their cash flow, lending and foreign exchange needs, payroll...
Jon Rhoades
Account Manager
Jon Rhoades has been in the financial industry since 2000. As a previous compliance officer, Jon treats each client the way he would want to be treated. His background allows him to help...
Pamela Zefkeles
Sales Assistant
(206) 624-1766
Melanie Laskin
Client Account Manager
(206) 624-1766
Kathryn Harleman
Executive Assistant
Kathryn has been working with Stuart since 2010, helping to streamline office processes and providing assistance in a variety of areas. She has found great enjoyment in supporting clients by helping them meet their specific needs. A...
Janice Covi
Executive Assistant
(206) 624 - 1766
Janice joined the team in 2019 and is eager to learn and bring value to the team. She loves tackling problems with a solution minded attitude and keeping things organized so they can be completed in an efficient manner. With a desire...