Terri L Conger, CFP®
MANAGING DIRECTOR | WEALTH MANAGEMENT ADVISOR | PORTFOLIO MANAGER
Terri has served in the industry for more than two decades and is committed to helping individuals and families work toward achieving their financial goals. She holds a CERTIFIED FINANCIAL PLANNER® certification and was named to the Forbes Best-In-State Women Advisors List in 2023. Her professional and caring demeanor make her a valued advisor to her clients as they navigate their financial legacy.
As the daughter of a CPA, Terri’s passion for numbers and personal connections came naturally. She invests significant time in understanding clients’ goals, aspirations, family values, risk profiles, and financial comfort levels to create tailored strategies that leverage her expertise in portfolio design, pre- and post-retirement strategies, legacy design, financial education, and stewardship enrichment.
Originally licensed in 1994, Terri went on to work at Merrill Lynch for 23 years. She holds a bachelor’s degree in business management with a focus on finance from Brigham Young University, and is a CERTIFIED FINANCIAL PLANNER®, professional who holds Series 7, 63, 65, 9, and 10 registrations through LPL Financial.
Terri treasures her family of seven children plus 14 grandchildren. When not in the office, you’ll likely find her somewhere outdoors: hiking, snowshoeing, waterskiing, or traveling. She also lends her time to various church ministries and supports addiction recovery through the John Volken Foundation, of which she is Chairman of the Board.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Joseph Blackner, CRPC®, CPFA™
FOUNDING PARTNER | WEALTH MANAGEMENT ADVISOR
Approachable and professional, Joseph, following the fiduciary standard, is dedicated to helping individuals and companies pursue financial independence. Known for his honest, comprehensive approach, his financial plans include a customized mix of retirement strategies, estate planning, and general wealth management so clients can pursue their goals while balancing investment risk.
By asking smart questions and listening intently, Joseph paints a complete picture of his clients’ financial situation to empower confident, informed decisions. Beyond wealth accumulation and preservation, he assists clients in all areas of life: managing future health care expenses, planning for college, selling a business, transferring wealth to the next generation, and more.
Joseph holds a bachelor’s degree in Construction Management from Brigham Young University – Idaho. He is also a Certified Plan Fiduciary Advisor (CPFA™) and a Chartered Retirement Planning Counselor (CRPC®) who holds Series 7 and 66 registrations through LPL Financial.
Outside of work, Joseph is a devoted husband and father of four who enjoys spending time with his family and coaching his kids sports teams. With service as a core value, he is also an active community member, volunteering with the Make-A-Wish Foundation, church youth groups, and serving on the FM Basketball League Board.
Jace Kasteler, SE-AWMA™
FOUNDING PARTNER | WEALTH MANAGEMENT ADVISOR
With a background in analytics, Jace made the leap into finance after building, designing, and reporting financials for a large industry company. Originally from Indiana, he and his family relocated to Washington in 2018 so Jace could begin the next phase of his career as an advisor at Merrill Lynch, working alongside Terri.
Jace believes financial planning is about more than just markets and returns; it’s about what matters most to each client. With an approach that’s both disciplined and personalized, he gets to know each client’s specific needs, concerns, and priorities to establish clear goals across different areas of life. Each financial plan he customizes is as unique as his clients. In addition to general wealth management, Jace has specialized training and experience in the sports and entertainment fields.
As a graduate of the University of Utah with a bachelor’s degree in information systems, he also holds series 7 and 66 registrations through LPL financial.
Jace lives with his wife, Camille, and their three children (Cole, Caden, and Amelia) and enjoys the great outdoors. He also enjoys cooking and a variety of sports, including basketball, football, hiking, and golf.
Trevor Lubereski, CPA
FOUNDING PARTNER | WEALTH MANAGEMENT ADVISOR
Trevor’s passion for financial advising is deeply rooted in his family history, inspired by his grandfather who was a CPA and his mother, Terri Lynn Conger, the firm’s co-founder. From an early age he knew he wanted to continue his family’s legacy, so he thrives on building relationships with clients, understanding their unique objectives, and helping them navigate their financial future. Before transitioning into the investment world, Trevor spent five years in accounting, so he brings those valuable skills with him.
With a values-driven approach to wealth management, Trevor puts his clients at the center of everything. Being able to provide a comfortable environment where they feel seen, heard and understood is extremely important. By thoroughly understanding his clients’ goals, risk tolerance, time horizon and liquidity needs, Trevor connects the dots to create custom strategies that reflect who they are and where they see themselves in the future.
Trevor received his bachelor’s degree from Central Washington University, and he’s a Certified Public Accountant (CPA) who holds Series 7 and 63 registrations through LPL Financial, plus health and life insurance licenses.
When he isn’t hands-on with the family business, Trevor is busy raising the next generation: his two young children with his wife, Makaila. He enjoys hiking, snowboarding, skiing, wakeboarding and spending time with his family.
Justin Weinstein
VICE PRESIDENT | WEALTH MANAGEMENT ADVISOR
Beginnings - Justin's career in the financial services industry is rooted from his passion for health and wellness, a driving force in his life. Between 2005 and 2008, he launched his career as a personal trainer in health clubs, guiding his clients to achieve various personalized fitness goals and tracking their progress meticulously.
From Health to Wealth - In 2018, Justin made a life-altering decision to become a financial advisor with Edward Jones. Over the past six years, he has found immense fulfillment in partnering with his clients and their family's guiding them to clients’ lives and his own family. Throughout his tenure at Edward Jones, Justin received several awards recognizing his dedication and commitment to his clients.
Justin currently lives in Kenmore, WA with his wife Jill, his daughter Mina, and their dog Simon. He loves spending time with his family, rooting for his favorite teams, the Seattle Seahawks and Mariners, and composing music on his guitar, his first love.
At Pacific Legacy Wealth Partners, Justin is excited to continue his journey with his clients, creating financial plans that prioritize what is most important to them. He promises to work effortlessly to ensure they are on track and not alone in the process.
Jennifer Hamlyn
CLIENT RELATIONSHIP MANAGER
Jennifer began her career in consumer banking, where she cultivated a deep understanding of personal finance and built long-lasting relationships. She transitioned to wealth management, bringing those foundational skills with her. Known for her keen financial insights, positive demeanor and can-do attitude, Jennifer is a valued partner to both team members and clients. Supporting the advisor's clients and watching them work toward their goals is the absolute best part of Jennifer’s job.
As an honors graduate of the University of Phoenix, Jennifer holds Series 7, 63 and 66 registrations through LPL Financial. Away from the office she is a passionate traveler and outdoor enthusiast, snowmobiling in winter and boating, kayaking or running in the summer. Jennifer also serves as the Chairperson for the Scholarship Committee of the Sno-Jammers Snowmobile club, and she hosts their annual food drive every year alongside her husband, Jay. Together they have a son, Tanner, and daughter-in-law, Christina.
Leslie Gray
CLIENT RELATIONSHIP ASSOCIATE
Leslie Gray is a Client Relationship Associate who brings a strong foundation in hospitality and a passion for exceptional service to Pacific Legacy Wealth Partners.
With years of experience in hospitality, Leslie is skilled at understanding people’s needs, anticipating challenges, and creating a positive, welcoming experience, qualities she now channels into helping clients feel supported and confident throughout their financial journey. She is energized by the opportunity to get to know each client personally and is committed to delivering thoughtful, attentive service at every step.
Outside the office, Leslie loves exploring the outdoors with her husband and their golden retriever. Whether hiking local trails or traveling to new places, she enjoys discovering the world and spending time in nature.
