Kimball Creek Partners
What makes us different than other wealth managers?
When Kimball Creek Partners™ was founded, it was through an inspiration to create a different kind of wealth management firm, one that combines the principles of good stewardship with the highest standards of fiduciary care. Today, the Kimball Creek team continues to uphold our core belief that true wealth is much more than money. It is the ability to live a life full of purpose and meaning.
Four generations of families have trusted Kimball Creek Partners™ to shepherd and safeguard their wealth in the pursuit of meaningful and sustainable results. No one knows what the future holds in store. This is why we follow a disciplined approach to managing risk that favors preparation over prediction, with the understanding that risk is much more than market volatility. It is anything that may keep you from achieving your most important goals.
Dean learned about risk management early in his career, trading stocks, bonds, options, and futures. Those were the days when brokerage firms charged large commissions, and high-net-worth clients looked for expertise on what stocks to buy in order to leverage their chances of winning big in the market.
Today, Kimball Creek Partners™ is a fee-based independent wealth management firm that understands the only constant is change. This is why our firm represents a culture that embraces change as opportunity unfolding, to reveal a future of hope and promise for generations to come.
At Kimball Creek Partners™, we know that risk is a necessary part of a meaningful life. This is why our mission is to help you identify the risks that lie within each potential opportunity so in turn you can balance those risks and align your financial wealth with the things that matter most to you.
The Story Behind Kimball Creek Partners
Kimball Creek is the last tributary to flow into the Snoqualmie River above the majestic Snoqualmie Falls in Western Washington. Just as the streams and rivers of the Cascade Mountains are a source of clear, clean water that bring beauty and power to the Pacific Northwest, the investment professionals of Kimball Creek Partners are your source for clear, professional investment advice and exceptional service.
Meet Our Team
We are a well-respected team of CERTIFIED FINANCIAL PLANNING™ certificants that look for the most appropriate recommendations tailored to each individual client working toward long-term financial success.
Dean S. Bennion CFP®
When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organized chaos” of the trading pits Dean has been an avid student of markets and how they work.
Now Dean has over 30 years of experience as a financial advisor. He works with successful professionals, business owners, executives, retirees, and their families to provide investment advice and personalized portfolio management services. He enjoys learning about people and helping them pursue their most important goals.
Dean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts (B.A.) Degree with a Finance concentration from the University of Washington, along with a Master of International Management, degree from the Thunderbird School of Global Management now part of Arizona State University. He loves the outdoors, exploring new places, trying new things, raising longhorn cattle, and spending time with his wife Lesli, their children and grandchildren.
Brock G. Bennion Ph.D.
Prior to joining Kimball Creek Partners, Brock completed a Ph.D. in immunology at Washington University in St. Louis MO. As a scientist, Brock enjoyed exploring complex systems and finding solutions to biological mysteries. Now he takes a scientific approach to financial stewardship.
Brock applies his experience unravelling difficult problems to simplify and streamline the client experience. His goal is to understand what is most important to clients, and together, they build robust strategies that aim to deliver results and work towards goals.
Brock and his wife live in Gig Harbor with their three kids, who keep them remarkably busy. As a family, they enjoy discovering all parts of the Northwest and working on their small farm. When not in the office or with family, Brock is probably drawing up plans for next year’s garden.
Brock holds Series 7 registration through LPL Financial and his Series 66 registration through both LPL Financial and Financial Advocates Investment Management. Brock also has a bachelor’s degree from Brigham Young University in Physiology and Developmental Biology.
Erica J. Bearer
Erica joined Kimball Creek Partners after several years working in healthcare. Erica enjoys interfacing with clients and making sure their experience is outstanding. She does this by running all aspects of the office, from preparing client paperwork to scheduling meetings. She’s previously held administrative positions in healthcare, finance and recycling!
Erica lives in Spanaway with her husband Adam and two kids, Dominic and Maverick. Outside of work Erica is a Sunday school teacher, PTA volunteer, HOA board member and enjoys working on projects around the house.
Seattle Five Star Wealth Manager
Comprehensive Wealth Management Services
- Customized and collaborative goal-based financial planning
- Coordinated strategies for growth, income, and wealth transfer
- Disciplined diversification, re-balancing, and risk management
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2017, 2019, and 2020 Five Star Wealth Managers.
All Kimball Creek Partners™ advisors are engaged with each client relationship. In the event your primary advisor is unavailable, the remaining team is prepared to provide seamless service and account management. Additional support is also available through our Registered Investment Advisor and partner, Financial Advocates Investment Management (FAIM), based in Olympia. FAIM supports their network of 200 independent advisor firms with additional resources and support if the need arises.
In the event of a natural disaster or other unforeseen business interruption, members of the Kimball Creek Team have remote access technology making it possible to work wherever it is safe and access to the internet service is available. LPL, our broker/dealer, maintains back office support and information technology on both the east coast and west coast.