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Verity Investment Services

Investment Services

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Meet the Team

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Ken Butler, CFP®

Financial Advisor and Director of Retirement and Investment Services

Phone: 206-227-6138

Fax: 206-361-5300

Locations Auburn, Beacon Hill and Seattle Federal Building

Read my Bio

Meet Ken Butler, Certified Financial Planner™ and Financial Advisor, registered through CUSO Financial Services, L.P. with more than 20 years of experience helping members invest for their future. He is also a 2014 and 2013 Seattle Five Star Wealth Management Award recipient.

Ken has prided himself on being a resource for members with Thrift Savings Plans (TSP), the investment and retirement options with TSP accounts, and CSRS along with FERS. Ken serves members in the greater South Seattle region, including Auburn, Bonney Lake, Puyallup, Sumner, Kent and Renton. His offices are in the Federal Building, Beacon Hill, and Auburn branch locations.

"I love helping people create, grow and protect wealth," says Ken. "I spend most of my interview with a client listening to their needs and concerns. I think it's really important to understand where they are coming from. Everybody thinks about their money differently."

A graduate of the University of Washington with a BA in Business Administration and Financial Planning certified through Northwestern University, Ken joined Verity Credit Union in December 2004. Prior to that, he had been affiliated with Orange County Teachers Credit Union, Key Bank, First Interstate Bank and Merrill Lynch. Ken's interest in investing started much earlier in life.

"I started investing as a teenager and had lots of success. I love the market; it fascinates me. I always thought it would be terrific if I could earn a living for my family by helping others to invest their money wisely."

In addition to helping members create wealth, Ken focuses on protecting and preserving assets in the most tax efficient way possible. Ken grew up in south Seattle and attended Renton High School. He enjoys taking advantage of all that the Pacific Northwest has to offer -- golf, fishing, tennis, skiing, camping and hiking.

So what is Ken's vision for his dream retirement?

"Financial freedom. I want to be able to travel when and how I want, enjoy all of my hobbies and spend as much time as I can helping my family and friends," says Ken.

Whatever your financial goals, Ken can help you get there.

Ken is registered to transact securities business in the states of CA, DC, ID, ME, NC, NV, MA, TX, OR, VA and WA.

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Gavin Chinn

Financial Advisor

Phone: 206-361-5311

Fax: 206-361-5300

Locations Alderwood, Greenwood, Northgate, Wallingford

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Meet Gavin Chinn. An Investment Advisor registered through CUSO Financial Services, L.P., Gavin has more than 19 years of experience as an advisor in the Puget Sound area.

"I believe every client is unique and deserving of a personalized financial plan that will help them reach their individual financial goals. Before I make any recommendations, I like to get to know my clients. By asking the right questions, and developing an honest, trusting relationship I can really get a sense of what's going to work best for them."

Gavin graduated from the University of Washington with a BA in Business Administration and started his financial career with US Bank in the Investment Department. Prior to joining Verity in 2006, he spent eight years with Piper Jaffray.

So what is Gavin's vision for his dream retirement?

"My dream retirement would be absolutely worry free: financially, emotionally, and in every aspect of life. My finances would be in order so expenses for travel, luxuries, and gifts for the kids, grandkids, and great-grandkids would be taken care of. My kids would be financially sound, so I would be confident in their prosperity. This would give me the freedom to travel and play and do whatever it is I want to do."

When Gavin's not working, he's raising his two daughters and his niece. He also enjoys spending time with friends, playing basketball and taking weekend trips around the Northwest.

Gavin is registered to transact securities business in the states of AZ, CO, DC, ID, NM, OR, VA, and WA.

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Bre Lowry

Investment Assistant

Phone: 206-361-5312

Fax: 206-361-5300

Read my Bio

Meet Bre Lowry. Bre joined Verity Credit Union in September 2013 as the Investment Assistant to Ken Butler and Gavin Chinn. She attended Central Washington University, where she studied Clinical Physiology, Facility Management and Economics.

"I have always had an interest in learning more about the financial world. I am excited to take my education and marketing experience to grow our investment department and serve our credit union members."

When Bre is not working she enjoys time with family and friends; she loves running, Mexican food and spotting at auctions.

"A goal is a dream with a deadline." -- Napoleon Hill

Are You an Existing Client?

Welcome back! To view your investment account, simply log in online. If you have any questions on how to access your account, or want to discuss your portfolio with an advisor, call(206) 361-5312.

We're proud to provide you with a variety of investment options to help meet your needs through CUSO Financial Services (CFS)*.

Become a Client Today!

Hit the bullseye with your retirement — our team can help you develop the right steps for your lifestyle. Whether you're a seasoned investor or just getting started, managing your investments is a lot easier with an advisor by your side. Through our partner CFS*, we offer a wide selection of investment products and services, including:

Rollovers — 401(k) and TSP (Thrift Savings Plan)

Preserve the tax advantages of your employer retirement plans. Once you leave your employer, we can work with you to roll over your funds into an IRA. Enjoy more control over the distributions of your account and manage your money how you see fit. We'll help you put a plan in place. So your money never stops working, even when you do.

Transfers — IRA and Investment Accounts

Do you want to consolidate your retirement & investment accounts? We can help to facilitate the transfer of your existing accounts. Make the move and upgrade to client service that puts your future first.

Retirement Strategies — Pre and Post

Start and fund a retirement account that actually fits the lifestyle you have in mind. So you'll have the means to do all the things on your bucket list — not just the time. Work with an advisor to create a detailed retirement roadmap, including investment options and tax strategies to make the most of your financial situation.

Insurance Solutions

Choose from a full insurance portfolio, from annuities to life insurance to long-term care. Do what needs to be done to protect your loved ones. Contact an Advisor today.

Learn More About Our Investment Team

Our investment team has the same practical, down-to-earth approach to money management you've come to expect from Verity. Visit Investment Services Online to learn more — where you can take advantage of newsletters, calculators and monthly online articles.

There's no better time to think about your future than now. Talk to an investment advisor, whenever your ready — just dial (206) 361-5312.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Verity Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.