About Us
We believe in simplicity and realism.
To our Financial Advisors, simplicity means creating and sticking to a plan. Realism is the practice of carefully observing economic trends and indicators, and investment influencers to inform planning.
We work in a modest office that’s rich in fellowship. Our satisfaction comes from working alongside clients through all stages of life, helping them live well. To do that, we focus on long-term cycles and calculated risks, where appropriate—not the latest fad investments.
Kirkland Financial Advisers History
Established in 1998, Kirkland Financial Advisers started as a partnership between work colleagues, Tim Bovey and Shaun Dean. The business grew throughout the Dotcom down cycle of the early 2000’s, through the 2007-2009 recession and onward.
We welcomed a new member to our team, Chuck Scheinbaum, in early 2018, allowing us to continue our practice of closely managing accounts and providing clients with frequent communication.
Esteemed Partners
To provide clients with flexibility, we work with the following partners.
Charles Schwab. We purchase and manage investments through this organization’s system, so we can recommend the combination of investments we believe are the best fit for each of our clients.
Fidelity. Depending on a client’s portfolio, this investing platform is sometimes the best option. We occasionally use Fidelity to purchase and manage client assets.
Professional Affiliations
All Kirkland Financial Advisers’ investment and planning professionals are listed in the FINRA’s BrokerCheck (Financial Industry Regulatory Authority) database. FINRA is a not-for-profit organization that regulates the investor industry.
Check the background of this investment professional on FINRA’s BrokerCheck
Our Team
Tim Bovey, ChFC®, CASL®, CLU®
Investment Adviser Representative
Registered Representative
Co-founder
Tim co-founded Kirkland Financial Advisers in 1997. He serves clients at the firm’s Kirkland and Renton locations. His priority is helping people resolve any financial problems and achieve long-term goals, which involves custom planning. He enjoys building solutions, much like putting a jigsaw puzzle together.
Tim holds a bachelor’s degree in accounting. He has earned additional credentials, including designation as a Chartered Financial Consultant (ChFC) and Certified Adviser for Senior Living (CASL). He pursues annual updates in his tax knowledge and has a background in retirement and long-term care planning.
Tim is a very involved parent of one son and one daughter.
CRD#: 2816604
Email: tim@kirklandfa.com
Phone: 425-820-4384
The Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) is a financial planning designation for the insurance industry awarded by the American College of Bryn Mawr. ChFC®s must meet experience requirements and pass exams covering finance and investing. They must have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Advisor for Senior Living (CASL®)
The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. The designation incorporates five required, college-level courses that represent an average total study time of more than 250 hours. Topics include investments, estate planning, health and long-term care financing, and financial decisions for retirement. CASL® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the top level of academic accreditation.
Chartered Life Underwriter (CLU®)
Since 1927, the CLU® has been the respected risk management credential for advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.
Shaun Dean
Investment Adviser Representative
Registered Representative
Co-founder
Shaun co-founded Kirkland Financial Advisers in 1997 and co-manages over $200 million of client assets. He is a financial advisor and insurance agent specializing in helping people get to and through a comfortable retirement. He vets the firm’s partners ensuring that clients receive the widest range of options possible for their accounting, estate planning, insurance, and tax planning needs.
Shaun volunteers at College Middle Alternative High School teaching personal finance and economics, preparing youth for productive adulthood. He is a member of the North Seattle Rotary Club. He is the proud father of two daughters.
CRD#: 2991251
Email: shaun@kirklandfa.com
Phone: 425-820-4384
Chuck Scheinbaum
Investment Adviser Representative
Registered Representative
Chuck serves clients at our Renton office. He is an investment advisor representative and a financial planning advisor. He worked for the same company for 16 years before joining Kirkland Financial Advisers, sharing our strong commitment to client service.
Before starting his financial services career, Chuck applied his analytical skills in the technology realm—including as a computer engineer on the NASA space shuttle program and a software engineer at Microsoft. He earned a Bachelor of Science degree from the University of Florida.
Chuck says, “Let’s work together to make sure your money is invested appropriately. We want to help clients achieve their financial goals by creating customized portfolios based on their investment objectives and risk tolerance.”
CRD#: 2266976
Email: chuck@kirklandfa.com
Phone: 425-820-4384
Michelle George
Office Manager
Michelle is instrumental in making sure every client is taken care of well and keeps Kirkland Financial Advisers running smoothly. She makes sure all the i’s are dotted and the t’s crossed, an incredibly important job when it comes to managing finances and investments! She contributes to our internal planning efforts.
Michelle joined our team in 2009. Since then, she’s added two sons to her family. She holds a bachelor’s degree in accounting from the University of Washington.
CRD#: 6459154
Email: michelle@kirklandfa.com
Phone: 425-820-4384