Advisors

Advisors

Western Washington Financial Advisor Network (WWFAN) advisors come from a variety of backgrounds and have unique specialties.

We also have much in common, including a shared belief that advisors should provide outstanding advice and be highly empathetic.  Below you can find out more about each of our advisors.

If you are ready to start planning and you find someone you want to talk with, fill out their contact form and they will be in touch.

Meet Our Advisors

Tom McLean

MSFP, CFP®

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…

Firm: Advitica Financial Planning
Specialities:

Retirement Planning, Charitable Planning, Sustainable Investing

Location: Olympia, WA and Virtual

Stacy Ployhar

CFP®

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…

Firm: 2020 Financial Planning LLC
Specialities:

Working professionals and pre-retirees in the Seattle area

Location: Seattle, WA

Joe Wride

CFP®, CLU

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…

Firm: Crafted Finance
Specialities:

Vacation or investment property ownership, Families with kids, Equity compensation

Location: Seattle, WA and Virtual

Lorri DeFoor

CFP®

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…

Firm: Sustain Financial Inc.
Specialities:

Teachers, State Workers

Location: Lacey, WA

Katy Cook

Ph.D., CFP®

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…

Firm: Abacus Financial Planning, LLC
Specialities:

Women and retirement, women in transition

Location: Kirkland, WA and Virtual

Kevin Estes (he/him)

CFP® , MBA

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…

Firm: Scaled Finance, LLC
Specialities:

Equity Compensation, Financial Independence, Real Estate, Education Planning

Location: Bellevue, WA and Virtual