Mike Young, CFS
Mike Young, CFS is a senior partner with Sound Investment Services, and has been helping clients meet their financial goals for the past ten years. Through his experience and extensive training, he has developed and incorporated several comprehensive wealth strategies which help his clients obtain their goals and objectives in a timely and efficient manner. He specializes in creation, preservation, and transferring of wealth for individuals and business owners. His primary goal is to help his clients reduce their tax liability, build and preserve wealth, increase income, organize their investments and avoid the common mistakes made while investing.
With the current economic environment in which businesses must compete, corporate benefits have become one of the most expensive, yet important aspects of a business’s health and development. Mike has played a vital role in our firm’s corporate benefits expansion. With the many providers and plans available to our firm, we are able to help companies greatly reduce the costs and improve the quality of their benefits.
Concentrating on the various aspects of financial investments for both families and businesses, Mike has also worked extensively with non-profit groups such as the Snohomish and Northshore School Districts, Kirkland Police Department and Goodwill. Over the years, he has gained an extensive knowledge of various corporate, state and federal pension plans and strategies to maximize the income from those plans.
Living in Mill Creek with his wife, Holly, and daughters, Raelyn and Hannah, Mike is an avid golfer and a dedicated sports fan. Mike earned his degree in Business Finance from Western Washington University in 1998. He has also, earned his Certified Fund Specialist designation (CFS), and is an LPL Financial Planner.
Jack P Pietra, CFS
Jack P Pietra has been assisting clients for over 17 years to protect their assets and to invest wisely. With financial stability a priority, Jack focuses both on creation and preservation of wealth, particularly as people are living a longer and more active lifestyle than ever before. Jack is a senior partner with Sound Investment Services and experienced in helping clients preserve their assets and increase their income.
As an independent LPL financial planner, Jack offers truly unbiased financial, insurance and investment advice. He also understands that financial planning is more about the life you want than the money you have. That understanding led Jack to go beyond mere technical analysis and advice, and find ways to tailor his counsel and coaching to each client’s unique life journey. He also remains highly accessible to advise clients on any financial matter whenever needed. Current clients fully understand the value of working with such a dedicated professional, and potential clients are encouraged to engage in an initial consultation to experience this value for themselves.
Mr. Pietra graduated from Technical University of Gdansk, Poland in 1987. He holds a master’s degree in telecommunication and bachelor’s degree in electronics. Mr. Pietra is an Investment Advisor Representative with LPL Financial Services, a Certified Fund Specialist.
Jack and his wife of 18 years, Marzena, live in east Snohomish County. They both enjoy fishing, gardening and bird watching. Jack is also a Washington State University Master Gardener and a member of Lake Stevens Rotary Club.
Connor Jones
Connor Jones is in his second year with Sound Investment Services. He is Washington State Licensed in Life and Disability Insurance and has been helping clients meet their health insurance needs since he started with Sound Investment Services. He specializes in assisting clients find the proper coverage for their needs and setting up their corporate benefits program. Through his experience he has developed a keen ability to locate specific needs in order to maximize benefits and minimize costs.
Connor earned his bachelor’s degree in Business Finance from the University of Washington. Aside from health insurance, he is currently studying to become a Junior Advisor at Sound Investment Services. He is hoping to apply his knowledge from the University of Washington, as well as, use the many years of experience around him to better serve his clients.
He spent three years working with Holland America Line and Princess Cruise Line where he was in charge of customer service and client assistance for the airport operations. He is a passionate sports fan and is active in the community. On his free time he coaches a 13 year old select baseball team where he uses his experience to help the players reach their personal goals. Connor also enjoys playing sports and spending time with family and friends
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