About

Kevin Estes is an hourly financial planner who helps tech professionals and their families live their best lives. He spent nine years with T-Mobile Financial Planning & Analysis. Coworkers kept asking him financial questions, which eventually led him to launch Scaled Finance.

Kevin has been part of the financial independence community since 2015. He has such a passion for helping people become work optional that he developed a complimentary 11-session video course. In it, he shares the best financial independence resources he’s either found or created.

Kevin received a Certificate in Financial Planning from Boston University, Master of Business Administration (MBA) from the University of Notre Dame, and Bachelor of Arts (BA) from the University of California – Los Angeles (UCLA).

Kevin has been quoted in several articles, including US News,  Yahoo Finance,   and Forbes.

Financial Independence Course: https://www.scaledfinance.com/course-overview

Katy Cook decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions.

Katy helps women, their families, and anyone historically underserved by the financial industry use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices.

Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow.

Over the course of his career – Joe has worn a lot of different hats within financial services, worked with different kinds of people who have had varying degrees of wealth and status. In life and in career, Joe started at the basement floor and worked his way up. This provides him with a unique ability to listen to, empathize with, and communicate with a wide variety of people and their circumstances. And in today’s crazy and modern world, an adaptive background and experience helps him deliver truly holistic advice to his diverse set of clients.

At Crafted Finance, you don’t have to be rich, conventional, or exhibit certain traits to be welcomed as a client. Over the years, Joe has become adept at helping clients navigate their real estate transactions, run their business, manage their equity compensation decisions, and/or raise their family. Most of all, he keeps you focused on pursuing your version of an ideal life while helping you implement best practices along the way.

Joe is a resident of West Seattle with his wife, daughter, and dog; and their home is licensed to foster children in need of indefinite shelter. He loves to play golf with friends, hike in the mountains, attend as many fun sporting events as possible, and skateboard on the beach.

Stacy started 2020 Financial Planning LLC in 2010 to help clients retire and stay retired.

Whether they are decades away from retirement or have been retired for awhile, Stacy collaborates with them to create a financial roadmap that folds in their vision for their future selves.

Clients may have other goals along the way such as purchasing a home, funding college, or putting cash to work.

Stacy also helps those who have experienced sudden wealth such as an inheritance or company stock as well as those who have experienced a sudden loss such as a divorce or death.

Lorri started working as a teacher in 2009, and throughout her teaching career she watched countless 403(b) salespeople traveling through teachers’ lounges, selling terrible investment products to unsuspecting colleagues. With a plan to serve teachers better, she launched Sustain Financial Inc. in 2017. Since then, her expertise in navigating the state’s retirement and insurance options has led her to branch out her practice to serve other public service employees as well.

After 14 years in the classroom and 5 years spent running her financial planning business alongside a part-time teaching job, in early 2023, she parted ways with public education and now puts her full attention towards working to help teachers and state workers make the best financial decisions possible. She’s well versed in the nuances of the PERS, SERS, TRS and LEOFF systems, and serves teachers and other public servants at all career stages throughout Washington State.

Lorri loves a good home or yard improvement project; growing, cooking, and eating great food; and hanging out with her dog Lucy. When she’s not working, she can typically be found skiing at White Pass in the winter, or hiking, camping, kayaking, and golfing in the summer.

Tom has been interested in financial planning and investing from a young age.  When he was about 10, his grandfather showed him how to read the stock data in the business section of his local newspaper, The Marion Star.  When he was 14, this same grandfather gave him a subscription to the financial magazine, Smart Money, and then just after he graduated from college, he arranged a meeting with his financial advisor to open his first IRA.

Tom McLean​ is the Founder of Advitica Financial Planning, a Fee-Only, fiduciary firm.  He has a master’s degree in Personal Financial Planning, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional​. Tom launched his own firm to provide clients with smart, thoughtful planning to help them simplify their lives, actualize their goals and live with less stress and worry.  He especially enjoys helping people prepare for and plan during their retirement years and create tax efficient charitable giving strategies.  Tom lives in Olympia, Washington with his family and serves clients locally and throughout the country.

In his free time, Tom likes growing things in his garden like Brussels Sprouts, garlic, and Chimayo Peppers.  When he can get away, he loves hiking in the Olympics, and when he gets back to the east coast, the Appalachian Trail, which he thru-hiked in 1999. He also enjoys attending his daughter’s youth orchestra concerts with the Student Orchestras of Greater Olympia.