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New York Life- The Nautilus Group®
MEET OUR TEAM
Jay Bond - Partner
Jay founded Bond Financial in 1976 to work primarily with affluent individuals and owners of privately held and family-owned businesses in the areas of investment planning, business succession, estate distribution, and various tax reduction strategies. Jay is a Life and Qualifying member of the Million Dollar Round Table* and a member of the National Association of Insurance and Financial Advisors. He received his Bachelor of Arts in Business Administration (with an Accounting Major) from the University of Washington, where he was a Husky academic All American in basketball.
Jesse Bond - Partner
Jesse joined Bond Financial in 2003 with a focus on guiding successful individuals and business owners to make smart, strategic decisions in the areas of investment planning, lifestyle protection, estate and legacy planning, business continuity and exit planning, as well as charitable giving. In 2010 he was selected by Seattle Magazine as a “FIVE STAR: Best in Client Satisfaction Wealth Manager”**. He is a member of the National Association of Insurance and Financial Advisors and he regularly conducts seminars for public and professional groups on various aspects of financial planning.
Jesse received a BA in Business Administration and Economics from St. Mary’s College (CA), and has the Chartered Financial Consultant advanced financial planning designation from the American College. As part of his community involvement he serves on the Board of Directors of Full Life Care. He lives in Seattle with his wife MaryPat and two children Anna and Andrew.
Loui Bond- Office Manager
Loui has been involved in the business for more than 20 years. Loui wears many hats at Bond Financial, including accounting, human resource management, and marketing. She is a graduate of the University of Washington with a Bachelor of Arts in Business with an emphasis on economics and finance. Fluent in French, Loui enjoys traveling to Europe to visit friends (France) and family (Belgium and Czech Republic). Her passions include cooking for friends with her husband Jay, speaking French, and spending time with a growing family.
Debi Imel - New Business and Client Service Coordinator
Debi joined Bond Financial in February of 2008. With 14 years of experience in the insurance industry, she manages the processing of new business. Debi provides support and expertise for the application and underwriting process of life insurance, long-term care, disabilty, and annuities. Debi graduated from Washington State University with a degree in Social Science, with an emphasis on economics, and she has her ASC and ALU designations from LOMA. Prior to entering into the Financial Services, Debi had a 10 year career in retail management and loves working with people and problem solving, and also provides extensive policyholder services for our clients.
Kim Frederickson - Client Relations and Administrative Associate
Kim joined Bond Financial in April of 2010. She manages client relations, including client communications, calendar management, and marketing support. She also provides support for the application process for securities and retirement accounts. Kim graduated Magna Cum Laude from Pacific Lutheran University with a B.A. in Global Studies, with an emphasis on development and social justice issues. Before joining Bond Financial, she managed a family-owned wine-tasting room, where she developed a passion for building meaningful relationships and creating memorable experiences. She enjoys the opportunity to create strong connections with our clients, while providing excellent and efficient service.
*MDRT is recognized as the standard of excellence in life insurance sales performance. **The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The FIVE STAR Award is not indicative of the wealth managers future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success. Advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser.
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Contact Info
500 Yale Avenue North, Suite 411
Seattle, WA 98109
Map and Directions
Phone: 206.832.0400
Fax: 206.839.0867