Rick Leonard was born in 1953. He attended Colorado State University where he earned a Bachelor of Science degree in business administration in 1976. Rick Leonard is a CFP® (Certified Financial Planner) and a CPA (Certified Public Accountant) licensed in the state of Washington.
Rick Egan was born in 1968 in Port Chester, New York and grew up in Madison, Connecticut outside of New Haven. Rick graduated from the University of California in Santa Cruz with a Bachelor of Arts in Economics followed by a Master of Science degree in Finance in 1998. In 2004, Rick obtained the Certified Financial Planner (CFP®) designation.
Rick entered the financial services industry in 1998 and spent a six year tenure with W.S. Griffith Advisors where he served as the Securities Coordinator and Compliance Officer overseeing 30 registered representatives throughout the San Francisco Bay Area. Rick also built a book of over 200 customers during this time providing comprehensive financial planning, investment management, and insurance services to both individuals and businesses.
In 2005, Rick moved to the Northwest to be closer to family and friends. In November 2005 he joined R. A. Bench, a wealth management firm headquartered in Seattle. Rick was a client relationship manager and also served as the firm’s Chief Compliance Officer (CCO) and the Financial and Operations Principal (FINOP). In 2010, Rick and fellow colleague, Rick Leonard, transitioned from R.A. Bench and formed Cadence Wealth Management, LLC, a registered investment advisory and insurance services firm.
In his spare time, Rick is an avid tennis player, skier, and outdoor enthusiast. He has two boys ages 10 and 12. He is supportive of several charitable and civic organizations including ChildFund International, Northwest School for Deaf and Hard of Hearing Children, the Pacific Place Market Foundation and the Our Lady of Fatima Parish School.
Kari began her career at Russell Investments (then, Frank Russell Company) in 1989 where she held client service and operations positions at Frank Russell Securities and Frank Russell Trust Company.
In 1997, Kari joined RA Bench and managed the firm’s qualified plan business until 2010. She was responsible for developing and managing the investment due diligence process, including provider selection and reviews, investment selection and monitoring, investment policy statement design, trustee/investment committee meetings, and participant education.
After RA Bench was sold to Kibble and Prentice/USI, Kari formed KM Asset Solutions, a registered investment advisory firm, in 2011. KM Asset Solutions was formed to provide investment advisory services to plan sponsors of qualified retirement plans. That business was merged into Cadence Wealth Management, LLC in 2012, where Kari continues to serve as an Investment Advisor Representative and manage the firm’s qualified plan business. Kari also manages the qualified plan business and client relationships at Pillar International Insurance Advisors, LLC, a Seattle-based independent insurance and benefit plan advisory firm.
In addition, through KM Asset Solutions, Kari conducts operational due diligence reviews of traditional and alternative investment managers and pooled funds for a large financial services firm.
Kari graduated from Pepperdine University with a Bachelor of Science in Business Administration followed by a Master of Business Administration degree in Finance from the University of Notre Dame. Kari and her family live in Gig Harbor, WA.
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Investment Advisory and Wealth Management Services offered through Cadence Wealth Management, LLC, a registered investment adviser in the State of Washington (Other States as applicable). Cadence may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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