Our Team

Loren grew up in Bellevue and graduated from the University of Washington in 2011. After graduating, he interned with JPMorgan in Hong Kong. He returned to the States and joined Equitable in January of 2013. Loren maintains his Series 7, 24, 63, and 65 FINRA licenses as well as RICP® and Retirement Planning Specialist designation. He has been featured in Seattle Magazine as a Five-Star Wealth Manager and is currently the Senior Vice President of the Pacific Northwest Equitable branch and a founding partner of Retirement Path Advisors. Outside of helping his clients navigate retirement, he enjoys spending time with his 2-year-old daughter, wife, and their 2 dogs in the mountains.

John is a dedicated financial advisor with a robust background in international business and a passion for guiding clients toward achieving their retirement goals. He pursued a dual degree in International Business and Spanish at Washington State University, graduating in 2020. He also grew up attending Spanish immersion school where he became fluent in Spanish. This academic foundation, combined with his commitment to personalized client service, has been instrumental in his career success.

Shortly after completing his studies, John joined Equitable, where he honed his skills in financial planning, particularly focusing on clients within 10 years of retirement. As a founding partner of Retirement Path Advisors, John continues to guide clients through the complexities of retirement planning, ensuring they have the strategies in place to enjoy a secure and fulfilling future. His approach is characterized by personalized service and a deep understanding of each client's individual needs and aspirations.

Outside the office, John spends his time exploring the natural beauty of Washington and traveling to countries all over the world. He is an avid skier, wake surfer, and hiker, finding balance and inspiration in the great outdoors. 

 

 

Nick is a financial advisor dedicated to building meaningful client relationships grounded in trust, purpose, and a deep understanding of what matters most. His mission is to serve as a trusted partner through every stage of life—helping individuals and families pursue financial freedom with clarity and confidence.

Nick earned his Finance degree from Gonzaga University, where he first discovered his passion for retirement guidance. That same passion drives him today—taking the time to understand each client's unique goals and values, and translating them into a roadmap for long-term success.

A Pacific Northwest native, Nick was born and raised in Bellevue, WA. Outside the office, he's an avid outdoorsman—hiking, camping in Eastern Washington, and spending time on the golf course with friends, family, and clients. He has a genuine love for travel and discovering new restaurants and cultures. A semester abroad in Madrid during college deepened his appreciation for new experiences and left a lasting impression that continues to shape how he approaches both life and work.

Nick holds his Series 7, 63, and 66 licenses.