Perry is co-owner and Vice President of Investor Resources, Inc. Following nine years of management with the Boeing Company, Perry‘s interests in financial services resulted in him founding a tax planning firm. In 1994, while his firm continued to grow, he joined a traditional brokerage firm and qualified for the CERTIFIED FINANCIAL PLANNER™ designation. In 1996, Perry made the decision to adopt a “fee-only” planning model and moved his clients to the independent financial planning firm that he built from the ground up. This new firm combined both his tax planning and investment advisory clients in a “fee for service” business model.
Perry met Don Creech through the AssetMark® Premier Consultants network. They are both charter members of this group which is made up of the Top 20 % of all AssetMark® representatives. In 2007, noting the similarity of business models and client services, Don proposed a merger of their firms. Perry accepted and became a shareholder and officer in Investor Resources, Inc.
Perry has been married to his beautiful wife, Ruby, since November, 1978. They have five wonderful kids and seven grandchildren. Perry enjoys spending time with his family, sailboat racing and traveling the world. They are active members of St John Vianney Catholic Church (sjvkirkland.org/) in Kirkland, Washington.
Don hosts the weekly Don Creech Radio Show (www.DonCreech.com) discussing current events affecting your financial well-being.
Don is the founder and co-owner of Investor Resources, Inc. He has attended Grossmont Community College, San Diego State University, Bellevue Community College and City University. His studies have included both institutional requirements and courses relating to general business and investments. In addition, Don annually exceeds 30 hours of continuing professional education.
Since 1979 when he worked for a national NYSE brokerage firm, his principal business activity has been investment related financial planning. In 1984, he qualified as a Certified Financial Planner™. Since 1990, when he established Investor Resources, Inc. he has provided financial planning and investment services on a "fee for service" basis.
In 2002, he qualified as an ACCREDITED INVESTMENT FIDUCIARY™ by completing all requirements of the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburg. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Don married his wife, Linda, in March 1974. Between them they have five children and nine grandchildren. In 1994, Don was instrumental in starting Christ The Rock Community Church in Port Orchard. In 2010, Don was asked to join a leadership team starting a new church - Chappel Hills West in Bremerton, WA which is now Don and Linda's home church.
We have assembled a skilled and experienced team of experts that will help you navigate any financial situation. We are dedicated to providing you with the tools and support necessary to reach your financial objectives.
Karen started her career in the Insurance field in 1978 in San Francisco for the Atlantic Company. After 4 years in the accounting department, she went to work for the Bank of Tokyo as an Executive Secretary for the President of the Trust Department. There she was recommended for and accepted the position of Foreign Exchange trader (doing currency trading for the Bank) which was both challenging and rewarding. After having her daughter, she moved to Port Orchard and started working with Investor Resources, Inc. in 1992. Karen enjoys her position with the company and loves working in a positive, "client-first" environment.