Thomas C. Cock
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.
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.
Kim works with clients across the country to plan and manage their financial lives, based on a 360 degree view of each person’s unique situation.
Previously in banking and corporate strategic management, Kim brings a host of critical skills to help her clients develop strategies for financial growth and living a successful retirement. She holds a license in Long Term Care insurance, giving her a unique understanding of this asset-protection tool. As a Vestory advisor, her goal is to help provide the best future for her clients.
Kim earned an MBA from University of Kansas. She is a Project Management Professional (PMP) and has trained hundreds of project managers for PMP certification. Outside of Vestory, Kim enjoys biking, kayaking, and travel with friends & family - when she’s not working on her Pacific Northwest yard.
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.
Taylor has been “around” the financial planning business since his teens and has served Vestory clients for years as a member of our client services team.
As a financial advisor he enjoys helping his clients create a better financial future, and secure retirement. This often includes maximizing cash flow, social security optimization, tax planning and myriad other topics!
Taylor graduated from Northwest University, where he played collegiate soccer - a sport he continues to enjoy. Taylor’s other favorite pastimes are hiking, spending time with family and friends and playing with his dog, Duchess.
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!
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 and podcast, Talking Real Money.
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.
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.
Kevin joined Vestory after spending 11 years as an advisor with one of the largest wealth management firms in Washington.
Kevin enjoys being his clients “first call” with whatever financial challenges they may be facing. A natural problem solver, he is driven by building long-term, trust centered partnerships. Seeing his clients thrive and reducing financial worry is what gets Kevin out of bed each morning.
Kevin graduated from Seattle Pacific University with a Bachelor’s degree in finance. As a Certified Financial Planner, Kevin enjoys diving into the financial details so he can accurately advise and educate his clients.
Outside of the office, you will find Kevin spending quality time with his wife and two young boys near their home in Seattle. When he is granted a “hall pass” you can find Kevin on the golf course, normally with a micro-brew in hand.
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 Renton. He enjoys spending time outdoors and on his off days you will find him on the Basketball court or playing golf.