Biographies

Biographies

Click on any of the names or images below to find out more about a member of our team.

Steven A. Sant, CFP®

Personal Wealth Manager

Acknowledged by Seattle Magazine as FIVE STAR Wealth Manager* for multiple years.

On a warm sunny day at age nine, he sat in disappointment on the park bench and watched through the chain-link fence; his friends were getting their brand new red-and-white Little League uniforms. Growing up with five brothers and four sisters from combined families, the words “I’m sorry, Steven, we just can’t afford it” were the response to almost every question. He was done asking. What he wanted, he needed to earn.

Working at the Seattle P.I., Steve's mom helped him get a morning paper route. Later, his stepfather, working as a yacht salesman, helped him get a job on Lake Union washing boats after school. Always an A student, he brought home a D in English in the tenth grade. Getting up at 2 A.M. to deliver papers, then home from work after 6 P.M. didn’t leave enough time for both homework and sleep. He knew he needed to work smarter, not harder.

The GI Bill helped pay for Steve’s education. After his tour as an air traffic controller in the Navy, he pursued courses in business, management, economics, and psychology. He didn’t want to just learn about money, he needed to understand what drove decisions about it. He was driven to help other caring families make better financial decisions and to help them accumulate and maintain their wealth.

Steve had the good fortune to be adopted by several awesome mentors and, subsequently, excelled at running a corporate financial services firm for 15 years. He was also a senior partner in a successful real estate investment firm. Those experiences prepared him to launch what is now Premier Wealth Management more than 20 years ago.

Steve believes that all families can live life in financial balance. He visits with his clients at regular intervals to help them understand the impact of their decisions and to balance the needs of today with those of tomorrow and their dreams for future generations.

Personal

Steve and his wife, Kim, live in the Silver Lake area between Seattle and Everett. They are very happy to be a part of this community and feel that it is a wonderful place to live, relax, and recreate. In his free time, Steve enjoys chess, golf, fitness, playing guitar and piano, drawing and painting, and learning new stuff.

Steve has actively given to his community for many years by committing his time, expertise, and financial resources as a board member or committee chair for many local civic and charitable organizations.

He has also given back to the profession that he loves by teaching the Fundamentals of Financial Planning course at Seattle University.

 

President’s Club
Steve Sant is proud to have been recognized as a President's Club advisor again in 2015—a distinction attained by just 6 percent of advisors affiliated with Commonwealth Financial Network during that time. 

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,678 Seattle wealth managers were considered for the award; 412 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Bob McMahon, MBA, CFP®

Personal Wealth Manager

Acknowledged by Seattle Magazine as a FIVE STAR Wealth Manager*

Born in Windsor, Ontario, Bob McMahon came to the U.S. to do what his heart told him—to use his MBA creatively and to live the life he had dreamed. So, not only has he explored Puget Sound by boat and climbed Oregon’s Mt. Hood, but he has also become a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner.

After helping restore a friend’s family business to profitability, Bob realized that his financial expertise and organizational skills would best be used helping other small business owners and their families pursue financial independence. Today, he’s found the most satisfying work of all.

Bob’s international background and direct experience running a small business make him an advisor of choice for entrepreneurs. He has worked 70-hour weeks; he’s faced the same day-to-day and year-to-year pressures. He has a business owner’s insight, yet he also is able to stand back objectively and alert his clients to the big picture.

 

Personal

Bob is active in the Economic Alliance Snohomish County. In addition, Bob serves on the Edmonds School District Career & Technical Advisory Committee and is a judge for the Edmonds School District's DECA competition. He also serves his community through Volunteers of America Western Washington, Edmonds Public Schools Foundation, and various other charitable organizations.

Bob lives in Edmonds, Washington, with his wife, Mary Jean, and daughter, Kellyn. They are active in their local church, and Bob serves with both the music and children's ministries. He is an avid hockey player and also enjoys playing guitar.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,678 Seattle wealth managers were considered for the award; 412 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Mike Seek

Insurance / Benefits Specialist

Although Mike's goal on the links is to score below par, in every other aspect of his life he aims high. A graduate of the University of Washington, he catapulted to a position as a top producer in property/casualty, life, and disability insurance with Country Companies.

Mike, his partner Craig Robinson, and several others, realized that many of their clients could not adequately be served using only the products offered by a single insurance company. In 2003, they left to form an independent firm so that they could have the tools to pursue the best possible coverage, at the most reasonable terms for their clients.

Mike added an additional club to his bag by teaming up with Premier Wealth Management in 2005. Mike's clients now have access to uncommon insurance solutions, as well as stocks, bonds, mutual funds, other securities, and financial planning expertise, through the rest of the Premier Wealth Management team.

 

Personal

Mike and his wife, Helen, live on the Harbor Point golf course in Mukilteo with their son, Austin. He is actively involved in the community and serves on the Mukilteo YMCA board of directors. In addition to golf, Mike enjoys spending time with his family, and is a regular on the sidelines at Austin's baseball games.

Terri Ditto

Senior Client Service Specialist

Terri started in banking, specializing in retirement plans, lending, and new accounts more than 25 years ago. Then, after honing her securities skills at Raymond James Financial Services, she joined our team in January 1997. Her friendly professionalism and solid grasp of financial concepts and processes makes her an invaluable resource to her co-workers and our clients.

As the senior client service specialist, Terri handles a broad range of client requests. She prides herself on her dedication to your needs—making sure that you have what you need when you need it.

Terri and her husband, Roger, live in Snohomish, Washington. She enjoys many crafty projects, but her very favorite activity is playing on the floor with their grandbabies.

Stacy Vance

Senior Client Service Specialist

Stacy brings nearly a decade of marketing and customer relationship management experience to Premier Wealth Management. A first-generation college graduate, she holds an honors BA (magna cum laude) in journalism from Pacific University.

Stacy has extensive interest in and experience with the media, dating back to her high school days spent as a youth beat reporter for The Herald and, later, to her time as an executive production intern with KNBC-TV in Los Angeles. She also spent four years as editor of her university’s biweekly newspaper, The Index. After college, she worked primarily in the nonprofit sector until joining our team in March 2012.

As a Senior Client Service Associate, Stacy specializes in handling a wide range of requests, managing questions with grace and aplomb. Her warm, cheerful demeanor and commitment to accuracy make her a vital link for information.

When not at the office, Stacy enjoys giving back to her community as a high school coach and mentor. She also volunteers on behalf of many charitable organizations, including Leadership Snohomish County and the Pacific University Alumni Association. In addition, she loves to play volleyball, read, travel, and spend time with her fantastic friends and family.