portrait of John D Leick

About John

In the late 1800s, my great-grandfather designed and built lighthouses along the Pacific Northwest coast. "I build 'em stout to make 'em last" - CW Leick. Those lighthouses have stood the test of time for generations. I approach personal finance in the same way. Your personalized financial strategy that we build should be solid and stand the test of time.

I earned an MBA in international business from Monterey Institute of International Studies. In addition, I received the AAMS™ professional designation.

My family and I have lived in Bellevue since 2000. My wife, Carol, and I have three children. My daughter...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies

Work History

  • Edward JonesNovember 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Monterey Inst-Intl StudiesMasters

Team Members

  • Scarlet Reinike
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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