Meet OurFinancial Professionals
425-646-6000 | [email protected]
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"I want to have a relationship with my clients, and I want to like them, not just as a client but as a person, couple, or family."
Jon has a passion for financial planning that started at an early age. As a child navigating a life with a homeless parent and food stamps, he quickly learned the value of money and planning. Jon enjoys building a relationship with his clients while examining how each financial situation is its own puzzle.
Jon primarily focuses on retirees and soon-to-be retirees for retirement planning. However, he has a broad financial services background and strives to be helpful in all phases of financial planning.
Jon is a graduate of Washington State University, a Certified Financial Planner Professional and a Certified Employee Benefits Specialist. He has worked in the Financial Services Industry since 2005.
He has recently had a son and looks forward to getting injuries, just like his partner Rob Thompson, while coaching sports. Jon also enjoys wine, charcuterie, board games, and cooking. You can find him on the couch in Issaquah on Saturdays and Sundays, watching the Cougs and Seahawks.
425-646-6000 | [email protected]
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"Tell me when you are going to die, and I will tell you what to buy."
Having raised four children, Rob is patient and encouraging. When Rob runs into a wall, he figures out a way to go around it. He has had numerous sports-related injuries coaching for his kids and others. Want a great dad joke, just ask him.
Rob primarily focuses on Life Insurance planning for both commercial and personal uses. He has hundreds of partners from property and casualty agencies, health agencies, financial planners, and others who refer clients to him for his expertise in this field.
Rob is a graduate of the University of Washington. He is a founding member of Fortress Mega in 2014. Previously, Rob held senior sales roles at Safeco Insurance and Symetra Life, where he established his knowledge base and business relationships across the country.
Rob enjoys spending time with family and friends at his lake house. He is also an early adopter of Washington wines and is passionate about multiple wine clubs. He loves taking vacations to a beach or the Alps and can talk your ear off about it.
425-646-6000 | [email protected]
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"What I like most about my job is working with agents and clients to solve their problems."
Early in his career, Tim found the best way to work with clients was to be their expert resource, helping them to understand their options.
Tim is an expert on Disability, Long Term Care, and Critical Illness Insurance. Tim also works with over 85 agents from our largest distribution partner not only to help write life insurance but also to train, manage, and grow their books of business.
Tim is a graduate of the University of Washington. He started in the insurance industry in 1990, spending 18 years with Safeco Life/Symetra Life Insurance Company in Senior Sales positions. Tim joined Fortress Mega in 2015 and is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter, and a Fellow of life Office Management.
A life-long athlete, Tim enjoys golf, masters swimming, hiking, and water sports -and has the scars to prove it! Tim recently moved to downtown Kirkland and is enjoying the urban setting. Tim's bourbon collection is astounding to his partners.
(425) 646-2641 | [email protected]
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After a career in health care accounting, Steve worked as a personal producer in the life and health industry before becoming a broker 19 years ago. He specializes in life, disability income, Medicare, and long term care insurance. He graduated from Hofstra University with a degree in business.
(425) 646-6000 | [email protected]
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Wendy Wang is the founder of Operasset and a broker at Carrol and Associates. As an independent insurance broker and experienced financial service professional, she provides tax-advantaged wealth accumulation strategies with expertise in foreign national asset allocation and estate planning areas.
Before her current role, Wendy started her own insurance agency business at New York Life Insurance, the largest mutual insurance company in the U.S., where she enjoyed being a consistent sales champion. Before that, she was Director of Agency Technology Strategy at Liberty Mutual/Safeco Insurance, the third-largest Property and Casualty company, where she had experience in sales, marketing, distribution, and product predictive modeling.
Wendy holds an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, a Master's degree from the University of Texas at Austin, and a Master's degree from Nankai University in China. At leisure, Wendy enjoys family time with her two beautiful children. She also loves culinary challenges and home improvement DIY projects.
(425) 646-2636 | [email protected]
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Jenny is Carrol's contracting and commission specialist. She believes strongly in the work she does and is always ready to help. From contracts to commissions to new business and policyholder service, she does it all with a smile. Her knowledge from 15 years of working at Carrol is invaluable to our agents.