Our Team

Bryan Alsbury

Financial Advisor

My passion lies in guiding individuals toward making informed financial decisions that align with their goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, I am well-prepared to oversee your investments, ensuring...

Eric Manzanarez

Registered Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC.

(425) 251-5910 ext. 1224

eric@shelgrenfinancial.com

I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. I will work one-on-one with you to understand your current...

Jim Van Hollebeke

Registered Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC.

(360) 710-8589

jwv@shelgrenfinancial.com

Jim has been helping people plan for their financial futures since 1991. His professional objective is to assist clients in identifying and attaining their financial goals through conscientious planning and diversified* investing.He...

Jose Gueco

Registered Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC

(425) 251-5910 ext. 1231

jgueco@shelgrenfinancial.com

Jose has been with Shelgren Financial Group since 2005. His main goal is to provide his clients with the service and knowledge to help them achieve their short- and long- term financial goals. He believes that communication, working...

Joyce Alsbury

Financial Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC.

(425) 251-5910 ext. 1237

jalsbury@shelgrenfinancial.com

Joyce has been helping clients with their investment needs since 1998. As an independent financial advisor, she can draw from a variety of financial products and services to help you meet your financial goals. She truly enjoys...

Kelly Shelgren

Registered Representative & Investment Adviser Representative

(425) 251-5910 ext. 1219

kelly@shelgrenfinancial.com

Kelly has been around the financial services industry her entire life. Watching Steve build his business throughout her upbringing instilled in her the principles of hard work, creative problem solving, and loyalty crucial to success...

Lauren Snider

Financial Advisor

425-251-5910 ext. 1215

lsnider@shelgrenfinancial.com

Lauren has been working in the financial advising industry for several years now. Her main goal is to craft personalized financial strategies tailored to individual needs. She enjoys empowering clients with the knowledge to make...

Mathew W. Roper, CFP®

Registered Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC.

(425) 251-5910 ext. 1223

mroper@shelgrenfinancial.com

Mathew is a fee-for-service advisor who provides financial planning and investment management advice to individuals and businesses. Prior to joining Shelgren Financial Group he worked as a financial analyst, investment banker, and...

Merritt Hunt

Registered Representative of Lincoln Investment Planning, LLC

(425) 251-5910 ext. 1230

mphunt@shelgrenfinancial.com

Merritt Hunt was born in Barre, Vermont in 1949 and graduated in 1968 from the local high school there. After high school, he attended Vermont Technical College in Randolph, Vermont. Merritt married Meggin Briggs in 1975 and they have...

Neal Rodman

Registered Representative of Lincoln Investment Planning, LLC.

(360) 225-5687

nrodman@lincolninvestment.com

Neal has been a representative with Shelgren Financial Group for over fifteen years and specializes in retirement planning for school employees and their families. He resides in Woodland, WA and works with school employees in the...

Rory Cannon

Financial Advisor

425-251-5910

rory@tremperandroper.com

Rory has been advising clients on retirement transitions since 2013. He would tell you that he knew he wanted to be a financial advisor since high school. Growing up without means and watching his mother struggle to raise children on...

Steve Shelgren

Investment Adviser Representative of Lincoln Investment Planning, LLC.

(425) 251-5910 ext. 9359

sks@shelgrenfinancial.com

Steve has been helping people plan for sound financial futures for more than 30 years. His professional objective is to assist his clients in identifying and attaining their financial goals through conscientious planning and...