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.
ChFC, CLU, CASL
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 holds the following securities licenses: SIE, Series 6, 26 63, 65.
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.
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.
As a Chartered Retirement Planning Counselor, Brian has helped hundreds of clients with their financial needs and goals over the past 11 years. He takes the time to truly understand each client's situation, questions and concerns. Brian is passionate about providing meaningful education, customized solutions and ongoing guidance. He has vast knowledge and experience with investment strategy, tax efficiency, optimizing cash flow, college planning, Social Security analysis, 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 thorough 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 Bachelor’s Degree in Business Administration. He currently resides in Bothell, 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.
Derek graduated from the University of Puget Sound, 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 advises Vestory clients in both the Tacoma and Seattle area.
Derek’s education and background in banking gives him the ability to understand clients full financial picture, rather than just their investments. He has broad experience in cash flow planning, taxes, consumer lending, estate planning, and social security optimization.
As a member of the investment Policy committee, Derek works with Tom and Don to ensure that the portfolios that Vestory offers reflect the latest, market-based solutions, backed by peer reviewed academic research.
Derek was born and raised in Puyallup and resides in Renton with his wife Katie. Katie and Derek are expecting their first child at the end of the year! Derek enjoys spending time outdoors and in his free time you will find him on the basketball court or playing golf.
Taylor joined Vestory after graduating from Northwest University with a Bachelor of Arts in Business Management and Finance.
Taylor was introduced to the financial planning business in his teens. Having mentors including Paul Merriman, Don McDonald and his father, Tom Cock, led Taylor to the teachings of Eugene Fama, Kenneth French, Benjamin Graham, William Sharp and Warren Buffet. The combination of a value investing philosophy and efficient market hypothesis made giving financial advice not just a career choice but a calling.
As a financial advisor, Taylor enjoys helping his clients create a better financial future, and secure retirement. This includes maximizing cash flow, social security optimization, tax planning and myriad other planning issues.
When he’s not helping Vestory client’s Taylor’s time in spent playing and coaching soccer, hiking, spending time with family and friends.
Joyce has spent most her life living in the greater Seattle area. After earning her degree at Washington State University, she spent 8 years working as a buyer for two major northwest department stores. In 2003, Joyce made a career change into the financial industry and never turned back. Joyce has over 16 years of experience as an Advisor. In addition to her investment advisor work, she has held operational and compliance positions, which has provided a thorough understanding of how crucial back-end processes are to a firm’s success.
She feels that her best time is spent establishing meaningful relationships and is always trying to find new ways to add additional value for clients.
When not at work, Joyce enjoys spending time with her husband Chris and two daughters Ava and Vanessa. She enjoys exploring all the Pacific Northwest has to offer, from hiking with her dogs and cooking to wine tasting and traveling.