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

At Becker Retirement Group, our sole focus is YOU.

Becker Retirement Group’s mission is to serve our clients with the understanding that retirement is more than money; it truly can be the best time of your life. Our primary focus is income planning and safe money strategies.

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.

Meet Arwen Becker

Arwen Becker is a Financial Adviser, Lifestyle Coach, and Founding Owner of Becker Retirement Group.  Arwen has enjoyed 18 years in the industry at BRG and has a specific presence that helps clients feel more comfortable and confident in their retirement strategy.  She thoroughly enjoys walking people through the detailed picture of their retirement plan and risk tolerance, and she is extremely comprehensive in her approach to preservation, income planning, and working to grow her clients’ life savings.  She has passed the Series 65 exam and holds an insurance license in the state of Washington.  Arwen further shares her passion as the co-host of Real Retirement Radio on KTTH AM 770, a weekly radio show informing retirees and pre-retirees about the importance of proper planning, and recently began connecting with women through Woman’s Worth®, a program specialized in attending to the unique lifestyle planning needs of women approaching retirement, or those who are currently retired.

Arwen & Randy are the proud parents of three boys, and they take pleasure in traveling in their RV, serving their local church, and visiting the San Juan Islands.  Arwen is a life-long athlete, currently enjoying early morning runs and long day hikes with her family and friends.


Meet Randy Becker

Randy Becker is the Retirement Planning Professional and Owner of Becker Retirement Group.  He has 30 years of experience serving clients and holds a degree in personal financial planning from Metropolitan State College of Denver.  Randy got his start 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 using insurance products.  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.”

Randy is an accomplished guitarist (both electric and acoustic), is a member of the band Hall Pass, and loves to support musicians 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 BRG in September 2013 and now serves as a Service/Financial Adviser.  He came to BRG with a BS in Landscape Architecture from Arizona State University.  Abe’s training as a landscape architect has proved beneficial with regards to analytical thinking and an 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.  As an additional Fiduciary at BRG/BWA, Abe is licensed in life/health, annuities, and securities.  He enjoys much of his time with his wife, Willa; their Boston Terrier, Mecca; and exploring Seattle with friends.

 


Meet Jared Fankhauser

Jared Fankhauser joined BRG in January 2016 and is our IT/Facilities Assistant.  He came to Becker Retirement Group with a deep background in administration and database maintenance.  His desire to help an office run smoothly and extensive knowledge in IT have proven 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; drawing; attending live music events; and playing guitar.


Meet Mark Agoncillo

Mark Agoncillo is our Marketing/Office Assistant at Becker Retirement Group.  Joining the team in January 2017 with a background in Computer Science and Computer Animation, he possesses a keen, meticulous nature and an even-keeled ability to drive with kindness.  Mark takes pride in helping the team and juggling a myriad of tasks, from event setup and database maintenance to writing letters and press releases.  On his downtime, you can find Mark enjoying a good story, displaying more knowledge of pop culture trivia than perhaps any person should have, and being a fierce, fierce friend.


Meet Mackenzie Parfitt

Mackenzie Parfitt joined BRG in January 2018 as our Executive/Service Assistant.  Her lifelong background in Dance and Dance Instruction has honed her discipline, work ethic, and a determination to constantly better both herself and the lives of others.  She really values doing work that could make a difference in someone’s life, be it by simply taking your phone call or by delving into the finer details of your plans.  In her scant free time, Mackenzie greatly enjoys venturing out into the sunshine and the outdoors, the company of her good friends and family, and getting lost in good music and dance.


Meet Shawna Burkholder

Shawna Burkholder joined the BRG team in January 2018 as our Executive/Service Assistant.  With a BS in Psychology and 30+ years working in the non-profit sector in the area of development raising over $14 million for worthy causes, she is inspired to help people dream big and provide guidance in creating financial strategies that are designed to help fit their specific lifestyle needs. In her free time, Shawna is an experimental cook, a budding public speaker, a reluctant marathoner, and an avid Seahawks fan.


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 particular 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 5 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 through 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.


Meet Julie Nouanemany

Julie Nouanemany is our Marketing Coordinator at Becker Retirement Group. She joined the team in July 2018 with a combined 12 years of experience in insurance sales and marketing. Licensed in Life, Health, Property, and Casualty Insurance, Julie is immensely passionate about helping people to protect their lives and assets, and she finds it particularly enjoyable to work with other people who share that passion. When she’s not developing new and exciting ways for BRG to reach out to new people, Julie enjoys cooking, relaxing in the sun, driving, and exploring new places throughout the Pacific Northwest.


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!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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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