Beau Rezek

Associate

My Professional Background

After graduating from UC Davis in 2021 with a B.S. in Economics and Computer Science, I returned to Seattle, ready to embark on a career in the finance industry. I quickly realized that wealth management marries my aptitude for data analysis with my passion for relationship building. Over the last several years, I have had the privilege of working with a diverse array of clients, helping them navigate their financial landscapes with conviction.

My Wealth Management Why

My “why” stems from my desire to help individuals and families secure their financial futures so that they can focus more time and energy on what matters most to them. I have seen firsthand, both professionally and personally, how thoughtful financial coaching and strategic planning can give people the resources and confidence needed to live their best lives.

My Personal Living Fully

Born and raised in the Pacific Northwest, I have a deep-rooted love for the great outdoors. You can find me hiking, playing sports, attending concerts, manning the grill, gardening, or enjoying any other activity outdoors with friends and family.

My Heart for Impact

I believe that true success is measured not only by financial prosperity but also by the positive difference we make in the world. For me, making an impact involves volunteering to clean and maintain our beautiful natural spaces and infusing positivity and empathy into my everyday interactions.