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Our Team

Learn more about our amazing team of professionals.

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Brad Long
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Brad Long

Phone: 425-483-3100

Email: brad@i-fea.com

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Brad draws from over 25 years of experience and knowledge in the estate and financial planning profession.  His experiences and responsibilities over this period have built a foundation that allows him to bring value to his clients and their families.

Brad's services focus on the areas of portfolio management, investment asset allocation, estate planning and family wealth management.  His clients are primarily pre-retirees, retired individuals and couples who are looking to increase their estate while they are living and then ultimately for loved ones after death.

Brad is a Registered Principal with United Planners Financial Services.

Brad lives in Woodinville, WA with his wife of 34 years, Linda.  They have two children, Jaeson and Lindsay.  Brad is also the proud grandfather of Haeley, Lucas, and Jaelyn.

  

Bio
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Kelly Daylong
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Kelly Daylong

Phone: 425-483-3100

Email: kelly@i-fea.com

Kelly is a Registered Assistant with 16 years of experience in the financial services industry. She currently holds series 6 & 63 security licenses.

Kelly overseas the administrative and back office operations at Financial & Estate Advisors. Her most important objective is to provide clients with exceptional customer service.  She truly has the best interests of our clients at heart.

More about Kelly;

Kelly was born and raised in Nampa, Idaho.  She moved to Snohomish with her family in 2001 to begin working with longtime friend, Brad Long when he founded Financial & Estate Advisors.

Kelly is married to Eric, a Seattle Law Enforcement Officer.  They have two children; Amanda & Jacob and a 6 year old grandson, Kelan.

Kelly is a registered assistant with United Planners Financial Services

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What We Do

In today's complex financial markets, you are faced with a wealth of information about financial products and services. 

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This video is brought to you by AssetMark, Inc. (AssetMark). Your financial advisor is not affiliated with AssetMark, but may use this video to explain financial concepts with AssetMark’s permission.

Who We Serve

We offer a wide range of financial products and services to individuals and business owners.

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Individuals and Family

Investments can play a key role in your financial security plan. A blend of the right investments can help achieve your goals.

 

Business Owners

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

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Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 425-483-3100

Email: Brad@i-fea.com

Address: 15845 NE 165th St, Woodinville, WA 9807

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This information is intended for use only by residents of Arizona, California, Hawaii, Oregon, Texas & Washington. Securities-related services may not be provided to individuals residing in any state not listed above.

Insurance-related services may not be provided to individuals residing in any states other than California and Washington.

Brad Long is a Registered Principal offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long offers Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Adviser. United Planners and Financial & Estate Advisors, Inc. are Independent companies.

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