Brad Blackburn, CFP ®
I am very fortunate to do the work that I do. First off, I’m the type of oddball that is fascinated by economics and the markets. Even more importantly, I truly enjoy my time spent with my clients. Working through each client’s unique situation is interesting and rewarding. There aren’t many things that are more important to my clients than their money and future. As such, I’m honored every time a family trusts me for such an important role. My industry experience goes back to the year 2000. Looking back over the history of the stock market, I’m not sure there could be a better time period from which to gain experience. Between the dot-com bubble, the market’s reaction to 9/11, a real-estate bubble, a financial crisis, two wars, two recessions and two strong market recoveries, not much will surprise me.
In addition to being knowledgeable about each client’s situation, I work hard to be knowledgeable on current events in the markets and the economy. Writing, in addition to being a creative outlet, helps me to do that. I find that it’s not possible to write intelligently about anything without first developing a deep understanding of it. I’m proud to produce Financial Wanderings, my monthly newsletter as well as regular columns in the Wenatchee Business Journal, The Cashmere Record and the Leavenworth Echo.
I’m blessed to have a wonderful wife and son that are the center of everything I do. I’m also blessed to live in an area of amazing natural beauty. Most of my free time is spent exploring the beautiful mountains of North Central Washington.
- President of the board of Mountain Meadows Assisted Living
- Board member of The Leavenworth Summer Theater
- Past-President of the Leavenworth Rotary Club
- Member of Leavenworth Rotary Club
- Past-President of Cashmere Youth Soccer
- Blackburn Financial supports many local causes
Stephen G. Allen, CWS ®
For nearly 18 years, Steve, a has been assisting clients with their financial affairs at a truly integrated service level, including investment strategy, reduction of tax losses and efficient estate planning. Coordination through a hand selected financial team solely acting in the client’s best interest, the primary goal focuses on achievement of individual financial goals, if possible, sooner and with less risk.
Steve began his financial services career specializing in financial planning for independent physicians and dentists. Over time, Steve realized that prudent, straight forward and honest planning for the “wealthy” should be available to anyone, AND at a reasonable cost! Steve continues to focus his career on helping clients navigate their way through the ever-changing maze of finance and tax planning.
Born and raised in Washington, Steve earned a BA in Business at Washington State University and while in Pullman, met his “wife to be,” Shannon. Together, they and their three children have lived in the Leavenworth area for the past 22 years. Two Huskies and Coug (the favorite!) later, Steve and Shannon have been blessed with a true “House Divided” and are both very active in their children and now grandchildren’s lives. When not working directly with people, Steve enjoys remodeling and renovation projects around the house and spending as much time possible, outside in the fresh mountain air.
In 2009, Steve earned the Certified Wealth Strategist® designation from the Cannon Financial Institute. The year–long program focuses on achieving significant levels of mastery and business growth by integrating financial advice competency with the ability to deliver expertise from multiple real-world perspectives.
Andrea joined Blackburn Financial in June of 2014. She is the Office Manager, assisting Brad and Steve with daily client services. She is also the chief editor and publisher of the Financial Wanderings Newsletter.
Andrea came to the valley in 2007 from Seattle and has made this her home. She has a passion for the outdoors and loves all the activities the valley has to offer. She enjoys boating, camping, hiking, biking, surfing, skiing and snowboarding. She has a wonderful partner and two wonderful children, a son and a daughter, who keep her active in her free time.