Thomas C. Cock
Principal
Managing Director

Tom is a long time financial journalist, investment manager, business owner and college professor.  

Prior to founding Vestory in 2009, Tom was a partner in one of the largest investment advisory firms in the country.  Tom played a key role in the growth of that firm for over a decade, and was instrumental in making it one of the fastest growing privately held companies in Washington state.

In his current capacity Tom oversees the advising, compliance and business operations of Vestory as well as working with his own clients.  Vestory manages about $410 million dollars for clients in 38 states. He is also a regular speaker, and co-host of  Talking Real Money which airs on KOMO Saturdays at Noon and is a popular podcast.

Tom has been a financial journalist for over 25 years, including 5 years as host of PBS’ Serious Money, where he was nominated for a Regional Emmy.  An educator, Tom is an adjunct professor at Northwest University.

Active in his community, Tom is currently a member of the Rotary Club of Bellevue, the Planned Giving Advisory Council for Whitman College, and was a founding member of the Washington News Council.  He also heads the Thomas C. Turner Memorial Scholarship, and has served on the boards of many community organizations.

An active sportsman, Tom is a licensed soccer referee and spends considerable time officiating high school games.

Kevin Merriman
Operations Director

Every organization has one key person that makes sure the operation runs smoothly. Kevin is that person at Vestory. His day to day responsiblities include trading, opening accounts, and helping our advisors with reporting.

Kevin is a proud Washington State University graduate (Go Cougs!) and has lived in the Seattle area most of his life. When he's not handling important business at Vestory, you'll find him outdoors, or with friends and his family.

Kim Miller
Advisor

From our Seattle office, Kim works with clients across the country to plan and manage their financial lives based on her 360 degree view of each person's unique situation.

After 15 years in the banking industry, Kim has helped clients develop strategies for financial growth, savings, expenses, and debt. Kim holds a license in Long Term Care insurance, giving her a unique understanding of this asset-protection tool. As a Vestory advisor, Kim combines a host of critical skills to help provide the best future for her clients.
 
Kim has an MBA and PMP from University of Kansas and enjoys biking, kayaking and travel with friends and family - when she’s not working in her lush Pacific Northwest yard.  

Jered Skousen
Advisor

Jered Skousen is Vestory's advisor in Arizona. He has been working with us since 2013 and has been in the financial services world since 2006—having earned his MBA in late 2003. Jered has considerable experience managing portfolios, helping clients with their money and he enjoys answering financial questions. On the personal side, his wife Grace Ann and he have 5 children and have been Arizona residents since 1996. 

Richard Marshall
Advisor

Richard is an Advisor in the Seattle office who strives to deliver a comprehensive planning experience to Vestory’s clients. As a Certified Financial Planner with a background in money management, risk management, goals-based financial planning and more, Richard has helped many clients navigate the complexities of their financial lives. 

Having seen both the brokerage and insurance agent business models first hand, along with their high fees and commissions, Richard believes that fee-only, fiduciary service is by far the best way to serve clients.

A Seattle native and Redmond resident, Richard earned a Bachelor’s Degree from Western Washington University and is a permanent student of all things finance. When not helping clients, Richard enjoys playing guitar, following the Seahawks and spending time with his family.

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Taylor Cock
Associate Advisor

After serving Vestory clients for years as a member of Vestory’s client services team, Taylor Cock is now Vestory’s newest investment advisor. 

Taylor graduated from Northwest University, where he played collegiate soccer - a sport he continues to enjoy. Taylor other favorite pastimes are hiking, spending time with family and friends and playing with his dog, Duchess.

Don McDonald
Principal
Education Director

Host of the popular, nationally syndicated “Don McDonald Show” from 1988 until 2007, Don has been one of the country’s biggest advocates for individual investors. His emphasis on no-load, diversified investing has helped to reshape the investing landscape. Don also wrote and published the “Don McDonald Moneyletter” for 15 years.

As a “recovered stockbroker” with one of the country’s largest brokerage firms, he knows first hand about the misleading sales practices employed by much of the financial services industry. Don has been featured in various publications, including Money Magazine and Newsweek. He is also a frequent guest on television and radio programs, nationwide and continues his educational outreach to investors on Vestory’s weekly radio show, Investoradio.

Bill Higgins
Advisor

Bill helps our client's build, manage, and enjoy their money using a comprehensive approach to their financial life. As an advisor, he works directly with clients throughout the country.

Bill also works with Tom and Don on Vestory's investment committee to ensure that the portfolios that Vestory offers reflect the latest, market-based solutions, backed by peer reviewed academic research.

Prior to joining Vestory, Bill was an engineer and manager for several Northwest companies including INCA Engineers and Genie Industries. Bill's background as an engineer fits perfectly with Vestory's structured, market-based, money management.

Bill earned both a Master's degree in Industrial Engineering and an MBA from the University of Arizona. When not working with our clients, Bill can be found climbing Washington's mountains, kayaking around local lakes, biking and spending time with family.

Steve Orchekowsky
Advisor

Steve is an Advisor in the Seattle office who believes asking the right questions lead to the right solutions for Vestory’s clients. He has over 17 years’ experience in the financial services field and has earned the Chartered Financial Consultant®, Chartered Life Underwriter®, and the Chartered Mutual Fund Counselor® designations. His philosophy is simple; people don’t care how much you know until they know how much you care. He also believes that money management and guidance is as much emotional as it is logical.

Steve has worked in asset management, insurance and corporate / governmental retirement plans. This gave him keen and first-hand insight into what most people receive in the way of investment guidance, and he didn’t like what he was seeing. Steve believes that fee-only, fiduciary service is by far the best way to serve clients and help them reach what they want.

Steve grew up in Des Moines, WA and lives in Newcastle. He is married and has a 7-year-old daughter who is a born entertainer (no, really, ask her sometime!) Steve is active in his community as a part of and supporter of two non-profits, Encompass Northwest and Better Beginnings, as well as being involved with his neighborhood. When Steve is not working or spending time with his family it’s a pretty safe bet you’ll find him on his motorcycle or jamming more (some would say useless) music trivia into his head (go ahead and check him on this one.)

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Tom McLean
Advisor

Tom advises Vestory clients in our Tacoma office. He got his spark for financial knowledge from his grandfather who taught him how to understand the stock data printed in the newspaper when he was 10, gave him a subscription to SmartMoney at age 14, and had him meet with his own financial advisor just after he graduated from college.   Combining his interest in solving financial questions with desire to have a career that made a difference in people’s lives lead Tom to a career in financial planning.

Tom has always enjoyed learning new things which motivated him to pursue a Master’s Degree in Financial Planning from Texas Tech University.  Tom also holds the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) designations. 

In the 1990’s Tom spent 3 years teaching English and climbing the summits of Japan.  He still gets frequent practice speaking Japanese as he met his wife, Iku, there and she enjoys maintaining the culture, food, language, and customs of her home.   Tom has a daughter with a passion for music, playing violin with the Student Orchestras of Greater Olympia (SOGO). 

As a member of the Mountaineers, Tom loves to spend time outdoors, especially when it involves hiking. One interesting bit of trivia about Tom is that he hiked the entire 2,160 mile Appalachian Trail in 1999.

Tom also believes it is important to be involved in and give back to his community and is a member of the Olympia Rotary Club and the Thurston County Chamber of Commerce. 

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Brian McLaren
Advisor

As a Chartered Retirement Planning Counselor, Brian has helped hundreds of clients with their financial needs and goals. He takes the time to truly understand each client's situation, questions and concerns. Brian is passionate about helping clients reach their financial and retirement goals by asking questions, discussing their goals and objectives, and taking the time to provide meaningful education, customized solutions and ongoing guidance. He has vast knowledge and experience with investment strategy, optimizing cash flow, college planning, Social Security, and retirement income distribution. Brian is committed to his fiduciary responsibility to recommend only what is in his client's best interest. In addition, with over 10 years as a Mortgage Advisor, Brian also has a deep understanding of how real estate and associated debt can be used most efficiently as part of an overall wealth management strategy. 

Brian was born and raised in the Kirkland/Bellevue area, and graduated from the University of Washington with a Business degree. He currently resides in Kenmore, Washington with his wife and two children. In their spare time, they enjoy all youth sports, the outdoors, traveling, and living a healthy and active lifestyle.