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 (www.crcc.com) in Port Orchard where Don and Linda remain active members.

Perry T. Sikes Jr.
CERTIFIED FINANCIAL PLANNER™

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.

Daniel O’Leary, Jr.

CERTIFIED FINANCIAL PLANNER™

Dan O’Leary has been in the financial services industry over 15 years with the last ten focusing on financial planning. He qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) in January 1999. In 1997, Dan created O Bee Financial Services, Inc., a wholly owned subsidiary of O Bee Credit Union in Tumwater, Washington. He was responsible for overall operations of O Bee Financial Services, Inc. and worked with a full range of financial issues, such as fully utilizing employee benefits, determining the cost effective ways to pay for college education, and how to prepare for retirement. Dan joined Investor Resources, Inc. in October 2007 to oversee the expanding retirement planning department.

Dan is a former member of The Garrett Planning Network (GPN), a nationwide network of financial advisors dedicated to providing unbiased financial advice on a Fee Only basis. In addition, he’s a past board member of the Western Washington Financial Planning Association (FPA) chapter, and past president of the South Puget Sound Estate Planning Council.

Dan holds a 1973 Bachelor of Arts degree with a double major in Journalism and Sociology from Central Washington University where his accomplishments included Student Body President and being named to Who’s Who In American Colleges and Universities. After being employed by the State of Washington for nearly 10 years, he changed careers and entered the financial services industry.