Our Team

Laurie Klein

Phone: (425) 321-5800

Fax: (425) 321-5800

E-mail: contactus@kaizenfa.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

Laurie Klein, CFP®, ChFC®

Founder/Principal

Phone: 425-321-5802

Fax: 425-321-5802

E-mail: laurie@kaizenfa.com

Laurie has been providing financial services to individuals and families since 2001. Previously, she served in senior financial and operations management positions with a successful electronics manufacturing company. Her success in both worlds is based upon her resourcefulness, dedication, and passion for client satisfaction. Her mission is to provide comprehensive service from day one in enabling clients to achieve their goals, develop resources, and implement their plan.

Clients consistently use words like trust, integrity, and accessible to describe her. They have faith in her judgment, commitment, and ability to translate their vision into reality. This trust is carried through the entire process, extending to the hand-picked teams of attorneys, CPA’s, insurance professionals, and advisors.

When not working, Laurie enjoys spending time with her friends and family. She can also be found biking across mountain passes, practicing yoga, or watching her daughter’s soccer team.

Qualifications:

Certified Financial Planner (CFP^®)
Chartered Financial Consultant (ChFC^®)
Licensed insurance professional
Notary public

Find Laurie on LinkedIn:

www.linkedin.com/in/lauriekleinKFA

Brook Anderson, CFP®, MBA, CPA

Financial Advisor

Phone: 425-321-5801

Fax: 425-321-5801

E-mail: brook@kaizenfa.com

Brook is an 18-year finance veteran who has worked with such companies as Siemens, Eddie Bauer, and Symetra Financial, where he established a reputation for leadership and excellence. He is a CPA who also holds an MBA with a finance concentration. Brook has been responsible for highly complex financial analysis and provided guidance in all aspects of corporate finance including mergers & acquisitions, strategic planning, budgeting, forecasting, and the evaluation of strategic business opportunities.

Despite success in corporate finance, his interests have always centered on personal financial planning and helping people. He gets his greatest satisfaction from building meaningful relationships and positively impacting people’s lives. Whether it’s serving on the board of a charity, or serving in the community, or helping individuals plan for retirement it’s the people that matter most to Brook.

When not working, Brook is committed to continuous learning. He values his faith and the community that has come with it. Above all, he enjoys spending time with his wife and his two teenage children.

Qualifications:

Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Master of Business Administration (MBA) – Finance Concentration
Investment Advisor Representative
Licensed insurance professional

Find Brook on LinkedIn:

https://www.linkedin.com/in/brookanderson/

Michael Chang

Client Service Administrator

Phone: 425-321-5813

Fax: 425-321-5813

E-mail: michael@kaizenfa.com

Michael began his career as a Financial Representative at an insurance company, providing financial services to young professionals and families in the Greater Seattle area. His goal was to provide accurate and objective advice to clients to help them achieve their financial goals. In order to better achieve this goal for his clients, he began looking for fiduciary firms with the same passion for their clients. After finding Laurie who shared the same goals and values for servicing clients, Michael joined the Kaizen team.

Michael is responsible for managing client relationships, playing a key role in defining the overall client experience. Driven by a passion for providing excellent customer service, clients appreciate that he makes sure all clients’ questions and requests are addressed in a timely fashion.

When not working, Michael enjoys watching movies, calligraphy, traveling, hiking, and playing board games.

Qualifications:

Licensed insurance professional

Find Michael on LinkedIn:

https://www.linkedin.com/in/michael-jaeseung-chang

Liz Loutsis

Client Service Administrator

Phone: 425-321-0345

Fax: 425-321-0345

E-mail: Liz@kaizenfa.com

Our Team

Laurie Klein

Laurie Klein, CFP®, ChFC®

Founder/Principal

Brook Anderson, CFP®, MBA, CPA

Financial Advisor

Michael Chang

Client Service Administrator

Liz Loutsis

Client Service Administrator

Contact Us

Why hire us now? Three simple reasons:

You are here

Our Team

Laurie Klein

Laurie Klein, CFP®, ChFC®

Founder/Principal

Brook Anderson, CFP®, MBA, CPA

Financial Advisor

Michael Chang

Client Service Administrator

Liz Loutsis

Client Service Administrator

Contact Us

Why hire us now? Three simple reasons: