Welcome!
We are Mainsail Financial Group, and are thrilled to be connected with you thanks to Gerald & Lori Steinhauser.
Below, schedule time for an insights call with Gerald and Lori’s advisors, Eddy Su and Brandon Steele CFP®, ChFC® to see if we are a good fit.
About Eddy Su
The process of learning is what motivates me. When it comes to my outlook on financial planning, I think of each individual as a new subject, and each of those subjects bring joy, fulfillment, and is an opportunity to provide tangible value. I take pride in helping each individual reach their goals. With each relationship I build, I value honesty, collaboration, and always look for the positive in any situation.
A Bellevue native, I am fluent in Mandarin and enjoy experiencing everything the city has to offer. Outside of the office, I enjoy playing basketball, weightlifting, bird watching, and discovering new restaurants. I graduated from the University of Washington with a Bachelor of Science degree in physics.
About Brandon Steele CFP®, ChFC®
My belief is that the more knowledgeable you feel, the more empowered and confident you will be in making financial decisions. For that reason, education is one of the core fundamentals of my practice and my client relationships.
In April 2021, I released my first book, Retire by Design, which shares helpful strategies to help readers design a thoughtful retirement plan. I truly enjoy the synergy that exists between the business and personal sides of life. As much as business is a part of my life, my life is also a part of my business. I strive to bring the two together when possible.
A Washington state resident for nearly all of my life, I spent most of my upbringing in the Seattle area, graduated from WSU, and currently reside in the Bellevue area. Outside of the office, I enjoy spending time on the golf course, playing hockey, and enjoying various outdoor pursuits--especially in the PNW summers!
About Mainsail Financial Group
At Mainsail Financial Group, we work with families approaching retirement to craft their ideal plan. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading.
Families that we work with are seeking retirement guidance to create long-term security and a comfortable lifestyle. We work with them to address tax-efficient strategies and a plan to leave a legacy. We are fiduciary. fee-only advisors who provide comprehensive planning and ongoing relationship support as guardians of your wealth.