Stan Lochrie, AIFA^®

Stan founded Etesian Wealth Advisors with his wife Barb in 2009. He works hard serving his clients and collaborating closely with their tax and legal counsel to develop and maintain long term wealth strategies. His dedication to serving high net worth families has equipped him with a depth of knowledge highly beneficial for Etesian clients.

Professional Background

Stan is known in the Pacific Northwest for his focus on helping families solve their complex wealth management situations and walking them through the solutions step by step. He’s been doing this for over 20 years.

His career spans involvement and partnership at several accomplished financial institutions before founding Etesian Wealth Advisors:

• Westmark Financial Services – Bellevue, WA
• Evergreen Estate Planning Services – Seattle, WA
• Financial Security Group, LLC – Seattle, WA
• Moss Adams Wealth Advisors – Portland, OR

Education

Stan attended Washington State University before going to work in the family business from 1972-1988. He earned his designation of Accredited Investment Fiduciary Analyst (AIFA®) in 2002 which accredits him as a specialist to work with individuals and organizations (trusts, foundations, retirement plans, etc.) to set up investment standards and protocols for asset management and the investment selection process. He also maintains his NASAA Series 65 securities license.

Charitable Activities

Stan has served as a board member of various businesses and professional and civic organizations for over 30 years—including an 8-year term as a School Board member and Board President.

Outside the Office

Stan is passionate about golf and underwater photography, having traveled all over the world for scuba diving and capturing the intricacy of underwater sea creatures and their environment