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Here’s our story. We look forward to hearing yours.

At Becker Retirement Group, our only job is to leave you better than we found you!

Becker Retirement Group is an independent retirement planning company that applies the simplest and best strategies available to preserve our clients’ life savings, provides value to everyone we meet and is determined to make retirement “the best time of your life”! Becker Retirement Group was established in 1999 by Randy and Arwen Becker, with the philosophy that we are in the business of working with people, not money. We know that behind every dollar is a personal story, including hard work and effort, and we are going work diligently to protect what you have worked your whole life to accumulate.



Meet Arwen Becker

Arwen Becker is a Financial Adviser, National Speaker and Co-Owner of Becker Retirement Group. Arwen has enjoyed 20 years in the industry at BRG, and as a fiduciary, she has the sole daily focus of leaving people better than she found them. After meeting with hundreds of ladies over the years, Arwen has taken a direct focus on impacting the way women are treated in the area of finance and gives 30-plus “women’s only” events a year.

Because 80 percent of men die married and 80 percent of women die single*, she has made it BRG’s mission to help connect with ladies in her community who aren’t getting the attention and help they need and truly deserve. She enjoys clearly identifying individuals’ values, so making financial decisions becomes much easier. She lives for the “aha!” moment when people see how all their retirement assets, combined with expense, income, inflation and the unknowns of health care or spousal death, combine in a clear plan they can rely on for their entire life. Her deep desire is to answer that overarching question of, “Am I gonna be okay?”

Arwen (along with Randy) is a proud parent of three incredible boys, and she take pleasure in traveling, crafting, serving her local church and enjoying their cabin on Harstine Island. Arwen is a lifelong athlete, currently enjoying early morning runs and long day hikes with her family and friends.

*Source: Kathleen M. Rehl et al. Journal of Financial Service Professionals. January 2016. “Widows’ Voices: The Value of Financial Planning.” https://www.financialpro.org/pubs/subs/journal/docs/2016/JFSP0116_53-60.pdf. Accessed Feb. 12, 2019.


Meet Randy Becker

Randy Becker is the Retirement Planning Professional and Co-Owner of Becker Retirement Group. He has more than 32 years of experience serving clients and holds a degree in personal financial planning from Metropolitan State College of Denver.

Randy got his start, at 22, working in the financial services industry helping people create strategies designed to cover their estate settlement costs. As time progressed, his responsibilities evolved to include providing clients with additional options and, ultimately, what we do at Becker Retirement Group today — creating strategies for our clients to thrive and make sure they are protected from major market corrections or the devastation of expensive health care costs. Randy also has a keen eye for determining ways for our clients to save money, such as tax-efficient strategies. As he says, “One dollar saved is one more dollar to help you on your way to financial independence.”

As well as being a dad of three, Randy is an accomplished guitarist (both electric and acoustic), is a member of Hall Pass Band (voted best party band by 425 Magazine in 2019), and loves to support musicians in any way he can. Music is a deep thread in the Becker family and an integral part of their daily lives.


Meet Abe Perez

Abe Perez joined the BRG team in September 2013 and now serves as a Financial Adviser. He came to BRG after graduating from Arizona State University. Abe’s education has proved beneficial, with his analytical thinking and emphasis on detail. Abe’s favorite task is collaborating with the team to find creative solutions for our clients’ retirement obstacles and bringing those ideas to fruition. Abe, who holds to the fiduciary standard, is licensed in life and health insurance and annuities, and has passed the Series 65 securities exam. He enjoys his time with his wife, Willa; their son, Dodge; their Boston Terrier, Mecca; and exploring Seattle with friends.

 


Meet Shawna Burkholder

Shawna Burkholder joined the BRG team in January 2018 and is a Financial Professional. With a Bachelor of Science in psychology and more than 30 years working in the nonprofit development sector, raising over $14 million for worthy causes, she is inspired to help people dream big and to provide guidance in creating a financial strategy that properly suits their specific lifestyle needs. Shawna is licensed in life and health insurance and is studying for the Series 65 securities exam. In her free time, Shawna is an experimental cook, a budding public speaker and an avid Seahawks fan.


Meet Pavel Korolyov

Pavel Korolyov joined BRG in October 2018 as our Client Account Specialist. With over 10 years of experience in the financial services industry, including home purchase financing, he has a keen mind for computation and problem-solving. He holds his life insurance license and has passed the Series 63 securities exam. Pavel finds great satisfaction in crafting creative and resourceful solutions to the financial situations that can arise throughout retirement. He also enjoys any and all active pursuits and, as a resident UW Husky, is an avid local sports fan.


Meet Mackenzie Parfitt

Mackenzie Parfitt joined BRG in January 2018 and serves as our Marketing Coordinator. Her lifelong background in dance and dance instruction has honed her discipline, work ethic and a determination to constantly better herself and the lives of others. She is excited and grateful to help our team reach out and make a difference in people’s lives, especially with our events that help to empower women. In her free time, Mackenzie loves venturing out into the sunshine and the outdoors, enjoying the company of her good friends and family, and getting lost in good music and dance.


Meet Jared Fankhauser

Jared Fankhauser joined BRG in January 2016 and is our Marketing Assistant/IT. He came to Becker Retirement Group with a deep background in administration and database maintenance. His desire to help an office run smoothly and his extensive knowledge in IT have proved to be essential assets to our team. Jared enjoys his work and sets a high bar for the care and service provided to all those who walk through our door. Jared enjoys spending his free time with his wife, Erin, and their daughter, Abby; drawing; attending live music events; and playing guitar.


Meet Jessie White

Jessie White joined BRG in October 2018 as our Client Concierge/Executive Assistant. Her diverse work history, which includes retail management, banking and assisting financial advisors, has bestowed on her great skill in helping and treating people with kindness, positivity and respect. Jessie loves working with and caring for people, and she is genuinely grateful to have a hand in helping to change our clients’ lives for the better. Jessie also greatly enjoys hiking, camping, being outside and spending time with her husband and 2 boys.


Meet Caleb Smith

Caleb relocated from Colorado to join Becker Retirement Group as a Client Account Specialist. He has a background in financial services and enjoys providing a creative perspective and product illustrations to help our clients receive the best possible experience while working with our team.

Caleb earned a bachelor’s degree in finance from Metropolitan State University of Denver. In his free time, he loves spending time with his wife, Shayna, and their son, Luca, as well as playing guitar and watching football with friends.


Meet Karen Linscott

Karen Linscott joined BRG in January 2018 as our Controller. Though this is her first time in the financial services industry, she comes into it with a degree in accounting from Western Washington University and over 20 years of experience in accounting practices in the aerospace and construction industries. She takes pride and enjoyment in working with people and helping the business to run smoothly. When she’s not managing the accounting and finances at BRG, Karen enjoys reading, knitting and playing with her grandchildren.



Meet Sumeet Bedi

Sumeet Bedi, CPA, has actively supported BRG clients for over six years and recently entered into a full-time partnership with Becker Retirement Group to work out of both our Bothell and Bellevue offices to offer personalized tax preparation. Through hard work, Sumeet has earned the respect of the business and financial communities thanks to her diverse talents, dedication and ability to respond quickly. She retains high standards in her work and continual study and has a deep commitment to excellence in all that she does. You can learn more about Sumeet at www.sumeetcpa.com.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@beckerretirement.com or call us at 425.822.8282 today!

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Becker Retirement Group. Privacy Policy. Terms & Conditions.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Becker Retirement Group is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Becker Retirement Group are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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