Meet the professionals who can help you Live Out What Matters

We help you live the retirement life you imagined.

Meet Our Team

The team behind Becker Retirement Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Randy Becker Retirement Planning Specialist, Author and
Founding Owner

Randy holds a degree in personal financial planning from Metropolitan State College of Denver and has over 30 years of experience serving clients. Randy got his start 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. Randy also has a keen eye for determining ways for our clients to save money, such as tax-efficient strategies. He is also the author of the book, Retiring from Boeing.

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Arwen Becker Financial Advisor, National Speaker, Author,
She Handled It! Podcast Host and Owner

A graduate of the Univ. of Washington, Arwen has enjoyed over 20 years in the financial services industry and has the sole focus of leaving people better than she found them. She holds life/health insurance and the Series 65 securities licenses. She specializes in attending to the unique lifestyle planning needs of women and further shares her passion by teaching thousands of women through her events based on her book She Handled It, So Can You! An Inspiring and Empowering Financial Guide for Women.

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Shawna Burkholder
Director of Operations

A graduate of Washington State Univ., Shawna is inspired to help people dream big and provide guidance in creating a financial plan that properly suits their specific lifestyle needs. She is licensed in life/health insurance. She leads the BRG Team and ensures that the office runs smoothly and clients receive top-notch service from everyone on the team.

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Abe Perez
Financial Advisor

A graduate of Arizona State University, Abe has enjoyed over 7 years in the financial services industry and holds life/health insurance and the Series 65 securities licenses. Abe believes everyone’s life situation is unique and keeps that in mind when providing financial advice. He brings with him a personalized approach and is a ‘teacher’ when it comes to explaining and clarifying retirement options.

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Pavel Korolyov
Financial Advisor

A graduate of the Univ. of Washington, Pavel has over 10 years of experience in the financial services industry and holds life/health insurance and the Series 63 securities licenses. Pavel receives a great amount of satisfaction in finding creative and resourceful solutions to the many complex financial situations that can arise throughout retirement.

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Julie Steppan
Financial Advisor

A graduate of Colorado State Univ., Julie has a background in Spanish, mathematics, and corporate finance. Julie worked as an advisor for several years, holds life/disability insurance licenses, and has passed the Series 7 and 66 securities exams. Julie advocates for financial health as being an important part of a person’s overall well-being. She aims to demystify the language of finance and provide clarity.

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Sumeet Bedi
CPA

Sumeet has actively supported BRG clients for over 5 years and has 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 and retains high standards and has a deep commitment to excellence in all that she does. www.sumeetcpa.com

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Jared Fankhauser
Client Experience Coordinator

Jared’s extensive knowledge in IT has proven to be an essential asset to our team. He oversees the digital aspect of our marketing and communication with clients. Emails, information and electronic invites to events, Jared is behind the scenes making sure it is done right and we are keeping client’s data safe.

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Chaia Marshall
Client Account Specialist

Chaia is relentlessly helpful and her attention to detail ensures that all paperwork is turned in quickly and accurately. With more than 8 years in the finance services industry, Chaia is gifted in keeping communication flowing to make our clients feel at ease, especially when they desire distributions from their accounts to live their retirement dreams.

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Travis Larson
Client Account Specialist

Travis is a new member to the BRG team, and his primary role is to assist our newest clients through the onboarding process and other service needs. His diverse set of experiences include customer service, administrative support, and project management.

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Stacie Thomas
Office Specialist

Stacie is the first face you will see as you enter BRG. Her warm and gracious demeanor makes her a client favorite and she always goes the extra mile taking care of team members too. She sets a high bar for the care and service provided to all those who walk through our door.

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Karen Linscott
Controller

As a graduate of Western Washington University, Karen has over 30 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.

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Jovana Rodriguez
Marketing Assistant

Jovana – Marketing Assistant is responsible for promoting our services to help us grow. She coordinates our educational seminars and creates quality events for our clients. She endeavors to provide opportunities to help people learn how to educate themselves on their financial situation, to ultimately make their lives better. She is one of the voices clients hear when they first call and grateful to help our team make a difference in people’s lives.

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a visit today or register to attend an event.

Schedule a Visit

Or give us a call at 425.822.8282