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Wealth Management - OUR Team

SCS - Wealth Management Team

Jim Beatty
Senior Investment Strategist & Partner

Jim Beatty is a Senior Investment Strategist and one of the founding partners of SCS. Prior to establishing SCS, he was at Fortis Investors N.V. AMEV, which subsequently became Woodbury Financial Services, where he managed assets and designed and implemented corporate retirement strategies. Jim has extensive experience helping affluent families with wealth preservation and accumulation. He has appeared several times on public television programs to discuss investments and current economics.

Jim lives in Snoqualmie with his wife, Noelle, and their two children, Brandon and Marissa.

SCS - Wealth Management Team

Jeffrey J. Hensler, SR. Investment Strategist & Partner

Jeff Hensler has been in the investment and insurance industry for nearly 20 years and is a founding partner at SCS. He has proven to be an excellent resource to his clients with his breadth of knowledge.

To take advantage of all available opportunities, investors and institutions need two things: an understanding of what is available and which are most appropriate for their situation; and a relationship with a trustworthy representative who has a clear understanding of their needs. By keeping his clients' objectives in focus, staying in contact with them throughout the relationship and making adjustments as economic or conditions warrant, Jeff maintains a constant commitment to putting service first.

Jeff lives with his fiancée, Weslie Moore in the Mount Baker neighborhood in Seattle.

SCS - Wealth Management Team

Griffin Smith, LPL Financial Advisor & Partner

Griffin Smith has been a Financial Advisor with SCS for 14 years. Griffin became partner of SCS in 2015 and focuses on relationships within the SCS Private Client Group. He has proven to be a great advocate for our clients and works directly with many of our small business owners and nonprofit organizations. He holds a series 7, 66, 6, and 63 licenses. He has been on the board of the Snohomish Community Foundation for the last three years, as well as serving on the board for Evergreen Treatment Services in Seattle. Griffin believes that forming relationships with clients and connecting resources he has developed over the years is one of the most valuable services he provides.

Griffin resides in Lake Stevens with his wife and enjoys golfing, snow skiing and fishing.

SCS - Wealth Management Team

Bryan Kettel, CFP, CLU, ChFC Principal

Bryan Kettel is the founder of Strategic Planning Partners, bringing over 35 years of experience to this organization. His practice merged with SCS in 2017. His commitment to making a difference in people's lives inspired development of his strategic planning process and focused his practice on building genuine, long-term relationships with his clients, allowing him to understand their needs, goals and concerns. He started in financial services in 1992 after a 20-year career as a real estate entrepreneur working on high-profile residential and commercial projects. Putting 'lessons learned' from his extensive career to work, Bryan believes in educating his clients about their options and opportunities.

Bryan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has also earned the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He holds Securities Registrations: Series 7, 63, and 65 through LPL Financial. Bryan has been a frequent speaker and panelist at nationwide industry conferences. He's been interviewed by The New York Times, Wall Street Journal & The Seattle Times.

In spite of (or maybe because of) his hard earned credentials, Bryan is a low-key, easy-to-talk-to advisor. Think 'fly fisherman,' 'vocalist' and 'wine hobbyist' – and yes, 'avid golfer' – and you will have strong clues about his patience, his commitment to excellence, and his understanding of the satisfaction that comes from achieving ones' goals. A Washington native with roots in Eastern Washington, Bryan is married to Kathleen Horner, has two amazing children, and some pretty amazing culinary skills as well.

SCS - Wealth Management Team

Mark Ghaly, CRPC® - Financial Consultant

Mark Ghaly brings tradition and true global financial experience to the team at SCS. Over the span of his career, he has lived and worked on three continents with top tier international trading companies. Mark has over twenty years of global risk management for Fortune 100 Corporations with bottom line responsibility and most recently spent 8 years as a financial advisor with a local investment firm.

He is a Traditional Value Wealth Manager with a conservative approach in building both tax-free income and rising income strategies for a comfortable retirement and has proven time and time again to be an excellent resource to his many clients over the years. Mark is both a Chartered Retirement Planning Counselor CRPC® and an Accredited Asset Manager Specialist AAMS®.

He was selected as a Five Star Wealth Manager in Seattle three years in a row for 2007, 2008 & 2009 as published in Seattle Magazine. Mark is married, speaks three languages and has two children. He lives with his wife in Bellevue.

SCS - Wealth Management Team

Lee J. Whittles, Financial Consultant & CFP®

Lee joined SCS in March of 2013, bringing with him robust financial consulting experience that began in 1987. Over the past 25 years he has had an opportunity to help hundreds of clients build their assets and protect their families through the use of investment planning and risk products. Feeling that education was a key ingredient to both success and service to his clients, he obtained his Chartered Life Underwriters designation as well as his Chartered Financial Consultants designation. Soon after, he became a CFP®. (Certified Financial Planner)

Much of Lee's practice has been spent helping businesses and professionals in some of the more technical areas of planning, such as estate planning, business succession planning and retirement planning; both qualified and non-qualified. He is excited to be a part of the SCS team and looks forward to expanding the investment side of his practice

Lee lives in Issaquah with his wife Ruth and two daughters, Ali and Ahna. He is a volunteer Ski Patrol at Mission Ridge Ski and Board Resort outside of Wenatchee Washington and enjoys scuba diving in the summer.

SCS - Wealth Management Team

Kristal Klein, LPL Financial Advisor

Kristal Klein has been in the Financial Services industry since 2004 and brings a broad background to the SCS team. As an LPL Financial Advisor & Registered Administrative Associate, Kristal's focus is on client service and supporting the SCS team. Prior to joining SCS, Kristal gained industry experience through various roles in banking, investment research, client portfolio management, and most recently back office operations. Although her work responsibilities have changed over the years, a passion for client interaction and client service has remained consistent. Kristal received her Bachelor's degree in Finance from the University of Washington.

Originally from Eastern Washington, Kristal now resides in Issaquah and enjoys snowshoeing in the winter, hiking whenever the sun is out, and camping in the summer.

SCS - Wealth Management Team

Brady Mcintyre, LPL Financial Advisor

Brady McIntyre joined the Wealth Management team at SCS in 2015 as an LPL Financial Advisor. Helping people, whether it's planning for retirement or college expenses, is Brady's passion. When meeting with a client, Brady takes to time necessary to define his clients' "big picture" financial situation, including income, debts, and goals. Doing so makes it possible to develop the appropriate asset allocation strategy and choose investments that are consistent with his clients' objectives and risk tolerance.

In addition to developing a custom financial strategy for each client, Brady enjoys hiking, mountain biking and skiing with his wife and dog.

SCS - Wealth Management Team

Irene Clark, Accounts Manager

Irene Clark is the Accounts Manager at SCS, she's been in the financial industry for over 6 years helping to manage client assets and establish those building blocks to a strong and lasting relationship. Throughout her work history she's worn several different hats but the commitment to her clients has never swayed. She takes the time to understand our clients and their families, their goals, interests, and their best ways of communication for a customized service that works best for them. Irene looks to ensure that everything is done with the client's vision in-mind and make it as seamless as possible.

Irene resides in Monroe with her husband and dog, enjoys traveling, the warmer weather, new restaurants and activities.

SCS - Wealth Management Team

Siri Dutro, Administrative Manager

Siri began working in the finance industry in 2009 when the youngest of her three children was in high school. Starting as a temp filing and sorting mail for a small broker dealer, she moved quickly into account services. After being hired full-time in 2010, she was responsible for coordinating direct mutual fund and annuity business and managing client data, as well as managing and training others in using back-office software. She joined SCS in September of 2014, bringing this experience as well as skill in office management and client services. Her focus at SCS is to continue to build her financial knowledge so she can better assist the agents in cultivating relationships with their clients.

Siri has two degrees from the University of Washington, and is currently attending a UW Certificate Program. When she isn't studying, she enjoys spending time with her family at their cabin in the San Juan Islands.