Our close-knit, multi-generational team has a broad range of backgrounds. By drawing on real-world experience, we offer guidance that’s practical, easy to understand and sustainable.
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 (CFP®) designation 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 (CFP®) who holds Series 7, 63, 65, 9, and 10 registrations through LPL Financial.
Terri treasures her husband and their blended 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.
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FOUNDING PARTNER | WEALTH MANAGEMENT ADVISOR
Approachable and professional, Joseph, following the fiduciary standard, is dedicated to helping individuals and companies pursue achieving 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.
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’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.
WEALTH MANAGEMENT ASSOCIATE
With more than 13 years of experience in the financial industry, Judi is a seasoned professional who prides herself on providing quality client support. Her mission is to make each client feel understood.
Judi studied at Macomb Community College and holds Series 7 and 66 registrations through LPL Financial. As a wife and mother of four, Judi understands the importance of financial stability and planning for the future. Her empathetic approach comes from that experience, making her a valued client resource.
Beyond her professional life, Judi enjoys reading and finds peace in gardening—a hobby that complements her nurturing nature.
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 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.
REMOTE CLIENT CONCIERGE
Monica is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions. Monica has 4 years of experience in the financial industry.
Prior to joining LPL, she worked as a Client Account Services Associate for Present Zions Bancorporation. She enjoys working with advisors and their clients in her role on the Admin Solutions team.
Monica enjoys completing puzzles, attending concerts, and spending time with family. Her hobbies include running, watching sports and meditation. Monica has lived in in five different states and currently resides in Texas.
©2023, Pacific Legacy Wealth Partners. All Rights Reserved.
As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all
walks of life.
33530 1st Way South Suite 102
Federal Way, WA 98003
253-528-5285 OFFICE253-528-5284 FAX
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