BACKGROUND & EXPERTISE
Kellen joined Pillar Financial Group in 2026 and has an extensive background in Financial Planning & Wealth Management, with an emphasis on mitigating the impact of taxes during wealth accumulation, wealth distribution, and ultimately wealth transfer for his clients through proactive planning and strategies tailored to their situations and goals. Prior to joining Pillar, Kellen held Financial Advisor roles at Barnum Financial Group and Northwestern Mutual. As a Wealth Management Advisor, Kellen is involved in all aspects of the financial planning process for prospective clients, as well as ongoing management of financial planning and wealth management for existing clients.
PROFESSIONAL APPROACH
Kellen believes that financial planning and wealth management are not one-size-fits-all and that proper financial planning begins by understanding where his clients are today (Point A) and what goals or plans they have for the future (Point B). His passion is developing a plan with strategies unique to their situation, helping to implement those strategies, and being by his clients' side to keep them on track - all the way from Point A to Point B, and beyond.
PERSONAL FULFILLMENT
Kellen was born and raised in Washington and has been here his entire life. He is a 4th-generation University of Washington alumnus. He enjoys playing sports as well as watching the Huskies, Seahawks, Mariners, and other sports teams in Seattle. His greatest personal fulfillment is spending quality time with his partner, son, and their English Golden Retriever. When he's not watching or playing sports or spending quality time with family, you might find him at a concert or exploring the diverse food scene in Washington.
EDUCATION & CREDENTIALS
University of Washington - Seattle, WA
FINRA series 6, 7, 63 & 65