Vice President of Operations
Katy has lead the operations side of Blevins Financial since its founding. In this roles she leads the underwriting process for our insurance division and interfaces with clients extensively during this process. In addition, she is heavily involved in the ongoing service of our clients on their insurance products and changing needs.
She has a great history in exceptional customer service.
Katy is a graduate of the University of Minnesota. In addition to her company roles, she was a group leader in Junior League and active in the classrooms of both of her children when they were younger. She has also held roles in retail and customer service organizations.
She enjoys golf, hiking, horse back riding and traveling with family and friends – especially to new and interesting places.
Founder and President
Joe serves as a Vice President of Blevins Financial where his role primarily focuses on client-facing endeavors.
Joe is a Seattle native and resident of the Puget Sound for nearly 50 years. He role as a 4th generation owner in the family business provides a unique understanding to our clients' needs.
Joe leverages his personal experiences and understanding of the intricacies occurring in the dynamics of family businesses coupled with his extensive coaching background to help clients effectively define objectives, understand their options while ultimately implementing customized strategies to achieve desired results.
Joe’s early business years were spent as an award-winning golf instructor and is a PGA Life Member. His background in golf cutting out the “fluff” to identify key issues while communicating the pros and cons of action strategies has proven invaluable as he transitioned into the insurance, financial services and business consulting world over a decade ago.
Joe has three core passions: first, he seeks to understand and clarify key issues in every family and closely-held business, second, successfully position these businesses to deal with the one constant in life – change, and last, develop creative, efficient solutions to solve multiple situations.
Joe lives in Seattle in lower Queen Anne with his wife, Michelle. He enjoys walking their dog around the city, running, golfing, podcasting, and exploring Seattle’s great neighborhoods and restaurants.
Chad Blevins founded Blevins Financial to serve the needs of the closely-held business owner. He brings a strong history of developing financial strategies, transaction structures and business operations for private businesses, and Fortune 500 companies, including GE and Honeywell.
His experience includes executive positions in Sales, Marketing, Business Development, Finance, Operations and M&A work. This diversity of experience allows him to work in a highly comprehensive manner in dealing with client's personal and business objectives.
His level of expertise and desire to educate has also prompted speaking engagements with the following organizations:
Washington State CPA Association
Association of General Contractors (AGC)
National Electrical Contractors Association (NECA)
Approach Management Systems/Smart Association
Northwest Family Business Advisors
Chad was honored by the Puget Sound Business Journal as one of the "40 Under 40" top business people in the Puget Sound area, recognizing his contributions to both the business and charitable communities.
Chad served as Board member for local non for profits and was a Director for the Northwest Family Business Advisors for 10 years,
Chad is married and has two children. He holds an MBA in Finance and Marketing from Indiana University and has undergraduate degrees in Business Administration and Economics. He enjoys skiing, golfing the nearly 20 years he spent coaching little league teams.
306 240th Pl SE, Sammamish, WA 98074 | 425-837-5419 | email@example.com