One Mission. Multiple Locations. Nationwide Impact.

Kevin is the founder of Wealthmark Advisors in Western Washington, where he provides advisory services with a fiduciary standard. He specializes in helping individuals and families navigate the transition into retirement with a focus on tax-efficient planning, investment strategy, and long-term wealth preservation.

A Washington native, Kevin earned his degree in finance from Western Washington University and began his career in 2008—his first day coinciding with the collapse of Lehman Brothers. That experience shaped his perspective early on, reinforcing the importance of having a disciplined financial plan in place during times of uncertainty.

Kevin later stepped into nonprofit work before returning to full-time advisory, where he went on to earn his CFP^® certification and launch Wealthmark Advisors. Today, he leads a growing team focused on delivering personalized planning and building long-term client relationships rooted in credibility, clarity, and results.

Kevin focuses on simplifying complex financial concepts to support client decision‑making. His work often centers around retirement income planning, Roth conversion strategies, estate planning coordination, and tax mitigation.

Outside of work, Kevin enjoys spending time with his wife, Kara, and their three kids. You’ll often find him coaching, staying active, or exploring the outdoors around the Pacific Northwest.

Jennifer is a dedicated CERTIFIED FINANCIAL PLANNER^® professional and holder of the Series 65 Uniform Investment Advisor license. Jennifer began her career in finance in 2012 and has found great fulfillment in this field. With a Bachelor of Music in Vocal Performance from Northern Arizona University, her transition from music to finance was a thrilling new adventure, one that she has quickly come to enjoy and appreciate.

Jennifer’s unique background in music gives her a creative edge in financial planning, allowing her to approach each client’s situation with both analytical precision and artistic insight. She takes pride in working closely with clients to develop customized strategies that align with their life goals. One of her greatest joys is hearing about the fulfilling experiences her clients enjoy as they embrace retirement.

Originally from Cincinnati, Ohio, and raised in Arizona, Jennifer is an enthusiastic supporter of the Ohio State Buckeyes and all local Arizona sports teams. In her free time, she immerses herself in her love for movies and musical theater, enjoys travel, snowboarding, and cherishes moments spent with her two nieces, friends, and family.

Jennifer is eager to help clients build stronger financial futures. Whether it’s planning for retirement, managing investments, or getting finances in order, she is excited to partner with individuals to help pursue their financial dreams.

Brennan's approach to financial planning is rooted in his values. He believes every client is unique and, therefore, deserves a personalized plan that fits their needs and circumstances. He understands that his client's financial goals are just one part of their overall life plan, and he takes pride in helping them plan for retirement and the legacy they want to leave behind.

Brennan and his wife, Acaia, are dedicated foster parents who have adopted their son Stanley and are waiting for permanency for their daughter. They are active members of their local church, give back to their community, and love helping families thrive.

If you're looking for a financial planner who cares about your financial and overall well-being, Brennan Mayfield is the right choice. With his blend of skills, experience, and values, he can help you navigate complex financial situations and help you pursue your goals while positively impacting your community.

Garrett Weeks has been helping individuals and families navigate financial decisions since 2020. Before entering the financial services industry, he worked in mortgage lending and later served in the nonprofit sector, experiences that shaped his passion for building relationships and serving others with integrity.

Garrett believes great financial guidance starts with listening well, communicating clearly, and following through on every commitment. He is committed to making the planning process approachable, organized, and personalized for every client.

Originally from California, Garrett earned his bachelor's degree before making the Pacific Northwest home. Outside the office, he enjoys spending time with his wife and their three daughters, hiking, exploring the mountains and beaches of Washington, reading nonfiction, and occasionally catching a good movie.

With more than 25 years of experience in the financial industry, Stephanie Gale is a knowledgeable leader who brings a wide world of life experience to the table. Stephanie is a seasoned CERTIFIED FINANCIAL PLANNER^® professional and an Accredited Investment Fiduciary^® designee with over 30 years of experience in the financial markets. Since 1998 she has been dedicated to providing individuals and families with personal financial planning, investment portfolio, and wealth management guidance, finding deep fulfillment in her clients' well-being.

Her career began in the international bond markets after she graduated with honors from Barnard College, Columbia University. At J.P. Morgan Securities in London, she advanced to vice president in the Global Sales and Trading division. There, she applied market analysis and portfolio optimization to advise European central banks, global mutual fund managers, Fortune 500 pension funds, and insurance companies. This extensive experience and her time living overseas have given her a broad perspective that enriches her current advisory role.

Like so many people in Port Townsend, Stephanie's passion for the sea is reflected in her past adventures, including sailing her own boat in Europe and the Caribbean before settling in Port Townsend. She raised her two daughters in Jefferson County and was actively involved in their schools. Committed to philanthropy, she has served on various local non-profit boards and was previously on the organizing committee of the Jefferson Community Foundation. Stephanie has a lifelong love for the arts, regularly attending performances and engaging in music and dance.

Acaia leads marketing and client experience at Wealthmark Advisors, helping every interaction reflect the care and attention clients deserve.

As Marketing Director, she oversees marketing and events while also supporting the sales process. From first impressions to ongoing communication, Acaia helps shape a thoughtful, consistent experience—so clients feel confident, informed, and well cared for every step of the way.

With a strong attention to detail and a passion for creating meaningful experiences, she plays a key role in designing and refining each stage of the client journey. Her goal is simple: to deliver a level of service that feels personal, intentional, and exceptional.

Acaia holds a bachelor’s degree in Biblical Studies and is committed to promoting the firm’s values and integrity in everything Wealthmark does.

Raised in Port Townsend, Cecilia has over 10 years of experience working in financial services and holds the Financial Paraplanner Qualified Professional™ designation.

Before joining Gale Investment Management, Cecilia was fortunate to pursue her dream of becoming a ballet dancer by graduating from the Kirov Academy of Ballet in Washington, DC, simultaneously with earning her high school diploma. Her intensive dance training honed her attention to detail, and studying with an international cohort of students taught her the value of diversity amidst unity of purpose.

Cecilia enjoys providing administrative services for our clients as they work towards their financial goals.

Erina supports the development of financial plans with a focus on clarity, organization, and real‑life application.

As a paraplanner at Wealthmark Advisors, she works behind the scenes to prepare analyses, coordinate details, and support the advisory team—so every recommendation is thoughtful, accurate, and aligned with your goals. Her focus is making the planning process feel smooth and manageable, not overwhelming.

With a background in leadership, design, and over 20 years as a business owner, Erina brings a practical, real-world perspective and a talent for turning complex ideas into something easy to understand.

She holds a Bachelor of Arts in Interior Design from Seattle Pacific University, with a minor in Business, and has earned her FINRA Series 7 and Series 66 registrations.

Known for her thoughtful, detail-oriented approach, Erina values building strong relationships and helping clients feel confident in the decisions they’re making.

Crystal helps every part of your experience with Wealthmark run smoothly, from your first documents to ongoing reviews.

As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts, reviewing paperwork and requirements, coordinating contracts, and scheduling meetings. Her work helps keep everything organized, accurate, and on track so you can move through the planning process with clarity and confidence.

With more than 35 years of experience in the medical field, including the past 15 years managing, coordinating, and supervising teams in local clinics, Crystal brings a thoughtful, dependable, and organized approach to her work. She takes pride in supporting a positive client experience and assisting the team with day-to-day processes.

Outside of the office, Crystal enjoys spending time outdoors kayaking, hiking, biking, and camping. She is also a proud mother of two adult children and grandmother of two grandchildren. Crystal has participated in four medical missions to Nepal, where she helped provide health care to villagers in need. Her passion for serving others and helping people who have limited resources is an important part of who she is.

With the same heartbeat that drives Wealthmark, Tara is also passionate about seeing people make their mark on the world. Having lived on the Kitsap Peninsula for the past 15 years, Tara has a heart for this community and a background in customer service and serving people. Over the past six years, Tara has been deeply involved in making an impact for women in Burkina Faso, West Africa. She has been a major part of helping over 130 women start up their own sustainable businesses and a sewing school, which are transforming lives and empowering these women. That same passion that drives her to continue to support and pour into the lives of these women in Burkina also pours out over her interactions with the people of Kitsap County. Simply stated, Tara loves supporting people in accomplishing their goals!

When Tara is not at the office, you can find her spending time with her family, cheering on her daughter at Bremerton High School swim meets, relaxing in her water garden, or playing with her puppy Lotus! Born and raised in Southern California, she loves anything tropical and soaking up all the sunshine she can get! And of course, traveling to Burkina Faso anytime she gets the opportunity!

Karen joined our practice after six years with the Jefferson County Chamber of Commerce working alongside local businesses.

She grew up in Tucson, Arizona, studied theatrical lighting design, and graduated at the top of her class from the Pacific Conservatory for the Performing Arts in Santa Maria, California. She moved to Port Townsend in 2008, where she has used her lighting skills for Centrum, Key City Public Theatre, and Dale Chihuly.

Karen brings her creative problem-solving and people skills to Gale Investment Management and is expanding her eclectic skill set.

Kara helps every project reflect the values, quality, and client-first approach that define our organization. With a keen eye for detail and a deep understanding of our brand, she plays an important role in reviewing marketing initiatives, communications, and client-facing materials to align with our standards and mission.

As a valued member of the team, Kara serves as a champion for consistency and authenticity, helping every message, campaign, and client interaction accurately reflect who we are and what we stand for. Her thoughtful feedback and commitment to quality help maintain the high level of professionalism and care our clients have come to expect.

Olivia Johnson is the organizational force behind the scenes at Wealthmark Advisors. As our Administrative Assistant, she keeps everything running smoothly, from coordinating client events to thoughtfully planning every detail. Whether she's organizing logistics or supporting our team, Olivia has a knack for creating positive experiences that help both our clients and advisors feel cared for.

If you've attended one of our semi-annual Market Update events, you've probably already experienced one of Olivia's not-so-secret talents: creating incredible charcuterie boards that are as beautiful as they are delicious. Her creativity, attention to detail, and heart for hospitality help make every Wealthmark event feel welcoming and memorable.

Kelsey helps every part of your experience with Wealthmark run smoothly, from your first documents to ongoing reviews.

As an Administrative Coordinator, she manages the details behind the scenes—setting up client accounts, reviewing paperwork and requirements, coordinating contracts, and scheduling meetings. Her work helps keep everything organized, accurate, and on track so you can move through the planning process with clarity and confidence.

Known for her attention to detail and love of organization, Kelsey brings a thoughtful, steady approach to everything she does. She takes pride in supporting a positive client experience and assisting the team with day‑to‑day processes.

Outside of the office, Kelsey is a mom of five and manages a home farm while homeschooling her children—roles that reflect her strong sense of responsibility, organization, and care.