Who We Are - The Generational Wealth Partners Team

 

 

Richard W. Keal
206.718.0303 phone
rich@genwealth.net

 


Richard W. Keal is a strategic coach in the process of money.  With more than twenty years experience in financial services, Richard believes every client needs to have a clear, understandable, predictable financial plan that is efficient, risk adverse, tax favorable and transferable to the next generation.

Richard represents a consortium of legal and financial experts who often work in tandem to insure a client’s plan is systematic, sound and sensible.  Though Richard is licensed to sell any financial product essential to a comprehensive plan, he chooses to educate clients on how to prudently pick agents, advisors and brokers, reserving quality time for those who want to do the deliberate work of designing and implementing a highly effective, self-completing plan.

Richard’s unique approach helps clients visualize the trajectory of their current plan (or lack thereof) and compare that to viable options.  The computer generated comparisons will speak for themselves.

During the past two decades, Richard started and managed an area agency, recruited, trained and deployed field agents, taught trading, and functioned as an investment counselor.  He is a member of the National Association of Insurance and Financial Advisors, a member of World Vision’s Financial Advisor’s Network, a Charitable Emissary for the National Community Foundation,  and a past speaker to the Washington State Bar Association on Long Term Care financing. 

While representing some of the finest financial institutions in the world, Richard has not neglected a fundamental commitment to those clients who “fall under the radar screen” of big money managers. 


Richard W. Keal of Generational Wealth Partners is a member / agent in good standing with:  

NAIFA – National Association of Insurance and Financial Advisors (703) 770-8100  

Washington State Department of Insurance (360) 725-7146  

 


 

Dwayne Burnell, MBA, CITP 
206.718.0303 phone
dwayne@genwealth.net

 


Dwayne Burnell is a financial strategist with Generational Wealth Partners. He educates individual clients on how to maximize the efficiency of their money which increases their personal and family net worth year after year. In addition, Dwayne offers corporate clients over 20 years of “hands on” practical business experience in several industries. 

Dwayne has been involved in all phases and aspects of the corporate life cycle from starting his own businesses to providing senior management services for public and private companies. These services range from filling-in as an interim executive to providing specific departmental guidance in finance, marketing, franchising and/or operations.

Specifically, he has co-created the “Business Success Tool Kit”. The Tool Kit assists a business owner or manager learn how to improve their profit by understanding the impact of their business decisions on the financial statements to 100th of a percent.

He has created and presented management and marketing seminars for the US Small Business Administration, Service Corps of Retired Executives (SCORE), Washington Biz Fair and others.

In addition, Dwayne is in the faculty of business at the University of Phoenix-Washington Campus where he currently teaches marketing.

Dwayne obtained his MBA from the University of Tennessee at Knoxville (December 2002). He received his Bachelor of Business Administration from the University of Oklahoma. Dwayne is also a Certified International Trade Professional, a designation granted by the Canadian Forum for International Trade Training.

 


 

Todd Gordon
206.718.0303 phone tgordon@genwealth.net

Director of Operations, Todd Gordon: In 1997 after working for Tullus Gordon Construction for over 15 years as a project manager and estimator, Todd was ready for a new challenge and went to work with Rich Keal.

Todd has worked in Financial Services with Rich for over ten years, and has helped clients review their overall estate planning, wealth creation and preservation. 

As a Trustee of a multi million dollar estate, Todd has “hands on” experience with the day to day operations of Family Limited Partnerships, Generation Skipping Trusts, Alaska Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts and various other estate planning vehicles.

His extensive knowledge in the above areas gives Todd the ability to completely analyze and measure what is in the best interest for GWP clients in relation to their current and future financial well being, by utilizing the best financial tools to fit each clients needs.

Todd obtained his Bachelors Degree in Construction Management in 1987 from Central Washington University and his Business Administration Minor in 1985.

Todd’s life passion is to be a great role model for kids; he has coached youth baseball and basketball for the last eight years. His dedication to his family, friends, youth teams, and clients is a true testament to his commitment to excellence in his life.

Todd’s precision thinking, adept analytical skills and logical perspectives serves our clients in the most efficient and effective ways for their continued success.


 

Ron Doerksen
206.718.0303 phone
ron.doerksen@genwealth.net

 


Ron brings an international flavor to the team having lived and worked most of his adult life outside the United States in Canada, Germany and France. Ron’s foreign duties were many and included university chaplain, multimedia project manager, director of media and communications for the French branch of one of the largest missionary organizations in the world. 

Ron holds a master’s degree in multimedia information systems from the University of Picardie which is located in northern France. 

Ron and his wife Carol have been married 20 years and have 2 children, Joshua, age 14 and Lauren, age 6. 

As a couple, Ron and his wife have been practicing the family banking principles taught by GWP for the last 7 years. Given his passion for sharing his personal financial experience and success at learning the process, we invited Ron to become a Strategic Partner early in 2006. Considering his attention to detail and uncompromising desire for truth we are ecstatic to have him on board! 



Catherine Rose
206.718.0303 phone cathy@genwealth.net

 

 

Catherine Rose has a lifetime of small business experience. In 1957, her father, Tom Rutherford and his brother founded Atlas Construction Specialties Co. with her mother and aunt also working in the family business. As a fledging business, there were many dinnertime discussions revolving around business operations. In 1975, Cathy and her husband, Jim in conjunction with Cathy’s cousins purchased the family business. For 30 years, Cathy and Jim actively managed Atlas Construction Specialties Co., Inc., while maintaining the family tradition of dinnertime discussion regarding business operations. In September, 2003, they sold the business to their daughter, her husband and their sales manager and his wife.

Cathy’s niche within the company was overseeing all the accounting, human resources, legal and administrative needs of the business. Cathy’s mantra was “How do we continue to do what we do, better and more efficiently while maintaining our pride of presentation.”

As a member of Generational Wealth Partners, Cathy brings her attention to detail, analytical and administrative skills to help facilitate each client’s experience.

Cathy graduated from the University of Washington with a Bachelors of Arts degree in Economics. She and her husband have been married for over 30 years and are the proud parents of their two children, Tom and Jennifer, along with son-in-law Tim and grandson Jack. Cathy’s strong commitment to family provides her with a deep understanding of the value of multi-generational wealth.



Steve Sander
206.718.0303 phone steve@genwealth.net

 

 

Steve Sander is a graduate of the United States Merchant Marine Academy and a retired Officer in the USNR-R. Steve has established himself as a leader among his friends and associates in the entrepreneurial way of life both spiritually and financially.

Steve sailed in the US Merchant Marine for several years and then came ashore in a management role while working with American President Lines. He later became owner and partner in Universal Freight Forwarding Co. Ltd. This company became a leader in the exportation of fresh produce.

After selling the above business and at the request of a former business associate Steve took his leadership skills to the Insurance industry where he was the General Manager of a wholly owned subsidiary of Premera Blue Cross. Steve took over an entity which was losing money and turned it into an entity which never loss money under his 20 years of leadership but rather grew the business exponentially.

Steve recently left the corporate world. He now uses his talents to work with individuals by assisting and coaching them in the successful process of their life endeavors.

 


What We Know

We know that when we give you the very best possible information about what you can achieve financially, you will be able to make the best decisions. We believe in fully disclosing how the financial system works so you can make informed decisions about your money and how to make it work for you. We do not believe in sales tactics to persuade our Clients to "buy" from us. We succeed only by helping you succeed and we want you to have the peace of mind knowing that you can achieve your financial goals and dreams.  

 


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