Standing Back Row(left to right):  Derek Jobe, Riley Poppy, Roxana Butnar, Kelsey Saylor, Monica Gupta, Barbara Devereaux, Ricki Tacdol, Kevin Merriman, Kim Miller, Tom McLean   Seated Front Row(left to right):  Brian McLaren, Richard Marshall, Taylor Cock, Tom Cock, Don McDonald, Mitchell Ewart, Bill Higgins, Scott Jackson

Standing Back Row(left to right): Derek Jobe, Riley Poppy, Roxana Butnar, Kelsey Saylor, Monica Gupta, Barbara Devereaux, Ricki Tacdol, Kevin Merriman, Kim Miller, Tom McLean

Seated Front Row(left to right): Brian McLaren, Richard Marshall, Taylor Cock, Tom Cock, Don McDonald, Mitchell Ewart, Bill Higgins, Scott Jackson

 
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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.

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Barbara Devereaux
Advisory Services Director

Barbara joined Vestory in January 2018 with a focus on Adviser Services and client relations. Barbara has over thirty years of management experience, with eighteen years concentrated in insurance and investments. 

During her career, Barbara has focused on woman’s issues related to longevity and transition planning due to divorce and widowhood.  Barbara has spent over a decade concentrated in long term care planning to encompass its potential impact on family and finances. Having taken care of her mother for 13 years, she has both personal and professional experience on the impact of caregiving.

A graduate of Dartmouth College, Barbara has lived in multiple locations throughout the country and recently moved from AZ to WA. She enjoys cooking, baking and is an avid sports fan but nothing compares to the joy provided by spending time with family, especially grandchildren, and friends.

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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.  

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Mitchell Ewart
Advisor

Mitch grew up in Gig Harbor, WA and attained a Bachelor of Science from Washington State University. Mitch has over 17 years of work experience to include 7 years in the mortgage business and over 10 years with a broker dealer working with individuals and small businesses. Mitch has extensive knowledge on both protection needs and wealth management. Mitch’s passion is educating clients, while teaming with them to attain their financial security. 

Mitch and his wife live in Redmond and love animals. You can find them spending time with family and friends on Lake Sammamish as well as golfing.

 

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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.

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Operations

Our Operations Team is made up of an amazing group of individuals with a shared goal to provide an outstanding experience for all Vestory Clients. They work directly with our advising team to provide support every step of the way. 

When they are not in the office our team loves spending time with family and friends and enjoying the beautiful PNW!

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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.

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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.

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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.

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Riley Poppy
Advisor

After working for a few years in the investment brokerage industry, Riley was drawn to Vestory’s client-first culture.  He is a firm believer in providing unbiased advice and helping clients achieve their lifelong financial goals. Riley takes a comprehensive approach with his clients by building a custom plan focused on goals, asset allocation, and risk management. 

Riley graduated from the University of Washington, Foster School of Business with a concentration in Finance.  To continue his financial planning knowledge, he is currently pursuing the Certified Financial Planner designation. Outside of work, Riley is actively involved in the Foster School of Business Alumni Association where he mentors students and participates as a case competition judge. He also enjoys playing tennis and spending quality time with friends and family. 

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Derek Jobe
Associate Advisor

Derek advises Vestory clients in both the Tacoma and the Seattle offices. Derek graduated from the University of Puget Sound in 2015 where he majored in Finance and played on the Basketball team. After working in banking and witnessing the high fees and commissions associated with that business, he decided to make the switch to a fee only fiduciary firm. 

Derek was born and raised in Puyallup and resides in North Seattle. He enjoys spending time outdoors and on his off days you will find him on the Basketball court or playing golf.