Advisors at this firm
Paul M
Series 63, Series 65
Bellevue, WA
Scs
Paul Murphy is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at ADP Inc., Transamerica Life Insurance Company, and LPL Financial LLC. Murphy provides investment advisory services through SCS, an independent investment advisor firm. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with multiple analytical approaches to construct diversified portfolios and offers both discretionary asset management and standalone financial planning services.
Kristal M
Series 63, Series 66
Bellevue, WA
Scs
Kristal Mcmahan is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Bensler, LLC (doing business as SCS) since 2020 and LPL Financial LLC since 2014. Outside of her advisory role, she serves as Treasurer for Spokane Valley Licensing. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation, offering discretionary asset management alongside financial planning and pension plan advisory services.
Matthew K
CFP®, Series 63
Bellevue, WA
Scs
Matthew Krows is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at SCS in Bellevue, WA. His prior roles include positions at LPL Financial LLC, Cashman Consulting, Kestra Financial, Highland Capital Brokerage, Investacorp Inc, and John Hancock. SCS advises individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach incorporating tactical, strategic, and dynamic asset allocation, and offers services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.
Justin S
Series 66
Bellevue, WA
Scs
Justin Sandstrom is a financial advisor at Scs in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial LLC and Equitable Advisors, LLC. Scs serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blend of tactical, strategic, and dynamic asset allocation combined with various analytical approaches to construct diversified portfolios, primarily managed on discretionary platforms provided by LPL.
Eileen C
Series 66
Bellevue, WA
Scs
Eileen Chun is a financial advisor at SCS in Bellevue, WA, with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, American General Life Insurance, and AIG Capital Services. SCS serves individuals, trusts, corporations, and retirement plans through a 27-advisor team, managing approximately $1.64 billion in discretionary assets. The firm employs a blended investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and pension plan advisory services.
Jeffrey H
Series 63, Series 65
Bellevue, WA
Scs
Jeffrey Hensler is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Bensler, LLC, doing business as SCS, since 2020 and has worked concurrently at LPL Financial LLC since 2005. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a blend of tactical, strategic, and dynamic asset-allocation strategies and offers a range of services including discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales.
James B
Series 63, Series 66
Bellevue, WA
Scs
James Beatty is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with LPL Financial LLC since 2003 and has worked at Bensler, LLC (doing business as SCS) since 2020. SCS advises individuals, trusts, corporations, and retirement plans, serving around 2,101 clients with discretionary asset management, financial planning, pension plan advisory, employee benefits consulting, and insurance product sales. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, managing approximately $1.64 billion in discretionary assets through a 27-advisor team.
Griffin S
Series 63, Series 66
Bellevue, WA
Scs
Griffin Smith is a financial advisor with Scs in Bellevue, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at LPL Financial LLC since 2003 and has been with Bensler, LLC doing business as SCS since 2020. Scs advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with various analytical approaches to construct diversified portfolios and also provides financial planning, pension plan advisory, and insurance product sales.
Michael I
Series 63, Series 65
Bellevue, WA
Scs
Michael Ivers is a financial advisor at SCS with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Infinex Investments, First Federal Savings and Loan Association of Port Angeles, JPMorgan Chase Bank, and J.P. Morgan Securities. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm employs a blended investment approach incorporating tactical, strategic, and dynamic asset allocation and offers services including discretionary asset management, financial planning, and pension plan advisory.
Hunter G
Series 66
Bellevue, WA
Scs
Hunter Gietzen is a financial advisor with SCS (Bensler, LLC) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and VOYA Financial Advisors and provides investment advisory services through SCS, an independent registered investment advisor. SCS serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets through a 27-advisor team. The firm combines tactical, strategic, and dynamic asset allocation with fundamental and technical analysis to construct diversified portfolios and offers a range of services including financial planning, pension plan advisory, and insurance product sales.
Katelyn N
Series 65
Bellevue, WA
Scs
Katelyn Nass is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Alegria & Company P.S. and Canyon River Ranch. Scs serves individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various analytical methods, offering discretionary asset management, financial planning, and consulting services.
Jonathan M
Series 63, Series 66
Bellevue, WA
Scs
Jonathan Muench is a financial advisor at SCS with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Osaic Wealth, Alera Investment Advisors, and Triad Advisors. Based in Bellevue, WA, Muench has also operated his own advisory business, Muench Financial, from 2015 to 2020. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm utilizes a blend of tactical, strategic, and dynamic asset allocation combined with fundamental and technical analysis to manage portfolios, offering both discretionary asset management and standalone financial planning services.
Brendan S
Series 66
Bellevue, WA
Scs
Brendan Sullivan is a financial advisor at Scs with 16 years of industry experience. He holds the Series 66 designation and has previously worked with Parcion Private Wealth LLC, Sound Legacy Wealth Advisors, The Bahnsen Group, and HIGHTOWER Advisors. Scs serves individuals, trusts, corporations, and retirement plans with a 27-advisor team managing approximately $1.64 billion in discretionary assets. The firm employs a comprehensive investment approach combining tactical, strategic, and dynamic asset allocation alongside fundamental and technical analysis.
Lee W
Series 63, Series 66
Bellevue, WA
Scs
Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.
Kevin C
Series 65
Bellevue, WA
Scs
Kevin Chen is a Series 65-licensed financial advisor at SCS with one year of industry experience. His prior work includes roles at Parcion Private Wealth LLC and Expedia Group. Outside of finance, he has experience working at Sambica Summer Camp and Retreat Center. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a multi-faceted investment approach combining tactical, strategic, and dynamic asset allocation with various forms of analysis to construct diversified portfolios, and also offers pension plan advisory and employee benefits consulting services.