As a graduate of Western Washington University & Business School,Jeff entered the financial services industry. He held representative, training and management positions in the Seattle-Tacoma area for 26 years. In 1994, he went into business with his brother Jim and another Partner, establishing Pacific Rim Financial Group, Inc. That year, Southwest King County Chamber of Commerce named Pacific Rim Financial Group "Business of the Year." Nearly 15 years later, the company continues to prosper and all founding partners remain. McKay Wealth Management focuses on Jeff's core business of retirement income planning and wealth management.
With over 35+ years of experience in wealth accumulation and asset preservation, Jeff has the knowledge necessary to educate and assist investors. In addition to his experience, Jeff holds numerous designations that confirm his commitment to professional excellence. He is an Investment Adviser Representative with ING Financial Partners and holds the Chartered Financial Consultant and Chartered Life Underwriter designation. He holds Series 7, Series 26, Series 62, Series 66, registrations and Life, Health and Disability licenses.
Jeff resides in Browns Point, Washington with his wife Anne. Together they have five children and 3 grandchildren. In addition to spending time with his family, Jeff avidly collects and restores vintage sports cars.
Jeff is very active in his civic and professional community. He retired from the Naval Reserves after 38 years at the rank of Commander. He was a "mustang" having spent 18 years as enlisted prior to becoming an officer. Jeff is an active member and past President of Southcenter Rotary (15 years) and Highline Medical Center Foundation (11 years).
LINDSEY McKAY, Certified Financial Planner™
Lindsey began her career on Wall Street at Merrill Lynch after studying Finance at New York University. Lindsey was with Merrill Lynch in New York for 3 years before returning to Washington. In 2007, she joined the McKay Wealth Management team. She holds Series 7 and Series 66 registrations and Life & Health Insurance license.
Lindsey was born and raised in Washington, growing up in Browns Point. She attended the University of Washington before transferring to New York University. Lindsey lived and worked in Manhattan for two years after completing her degree. She studied at the Leonard N. Stern School of Business, graduating with a Bachelor of Science in Finance.
Lindsey is a travel enthusiast and has been to 20 countries. She enjoys all the Northwest has to offer from hiking and camping to skiing and snowboarding. The greatest attribute of the Northwest is her family, which includes her parents, 4 siblings, 3 nephews and countless extended family members. During the summer she enjoys spending time with family and friends at their home on Mason Lake.
Lindsey lives in downtown Seattle, taking advantage of all the Emerald City has to offer. She is actively involved in the community, volunteering at Seattle Children's Hospital and Seattle Works.
NORMA DRYSDALE, Business Development & Services
Norma will soon be entering her 10th year with McKay Wealth Management. A native of Tukwila, Norma graduated from Foster High School and remains active in her community. She joined the staff of McKay Wealth Management in 1999. Her responsibilities include marketing, client services, business operations, seminars and events and special projects.
Norma and her husband Torry enjoy their water-view home in Three Tree Point where they have lived since 1999. Their two tabby cats, Juan and Rico, keep them very busy,
Norma and Torry enjoy traveling, skiing, and golf. Norma is also an exceptional cook and is always willing to try a new recipe. Her culinary expertise is much appreciated at work and with family and friends. Norma and Torry spend many summer weekends and holidays at the family retreat on Camano Island.
Norma volunteers extensively in the Tukwila community with the Tukwila Food Bank and Highline Medical Center. She also participates in the Susan G. Komen Race for the Cure in Seattle and Portland.
NATHAN O'CONNOR, Registered Representative
Nathan has over 9 years of experience in financial services. He attended the University of Washington and graduated from Western Washington University with a Business degree with a concentration in Finance. Prior to joining McKay Wealth Management in 2005, Nathan spent a number of years working on a Trading Desk for Bank of America Securities. He is fully registered, holding Series 7, Series 66, and Series 65 registrations. Nathan would be pleased to answer any questions you have regarding your accounts, alternative investments, place trades or provide investment research.
Nathan was transplanted to the Pacific Northwest at the age of five when his parents, two younger sisters and uncle moved to Renton from Evansville, Indiana. He grew up in Renton, attending Benson Hill Elementary and Lindbergh High School. Nathan has long ties with the Renton community after working for the City of Renton for over eight summers during high school and college. He continues to spend a lot of time in Renton, visiting his parents who still live in the home he grew up in and volunteering for the city.
Nathan currently lives in Seattle and enjoys walking to Qwest Stadium and Safeco Field for Seahawks and Mariners games.
CARRIE RASMUSSEN, Marketing and Communications
Carrie manages and develops our marketing materials, client correspondence, distribution of our weekly market commentary, website development and client event planning. She is also an integral part of our systems implementation and development of our CRM system.
Carrie is a Pacific Northwest native and has enjoyed travel all over the United States and Canada as well as Thailand, Italy, Sweden and Anguilla.
In her free time she enjoys spending time with her family, hiking, camping, gardening, genealogy, and volunteers with her daughters school, St. Francis of Assisi.
Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.
Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.
The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are licensed to sell Insurance Products in IL,OR,WA.
We are registered to sell Securities in AK,AZ,CA,CO,FL,GA,HI,ID,IL,IN,KS,LA,ME,MI,MN,MO,MT,NC,ND,NJ,NM,NV,NY,OH,OR,PA,SD,UT,VA,WA,WI,WV,WY.
To access Pacific Rim Financial Group, click here.
McKay Wealth Management and Pacific Rim Financial Group, Inc. are not subsidiaries of nor controlled by ING Financial Partners, Inc.
