Jason Kunkel
Jason has been in the investment industry for over 16 years. His career spans from investing in start-ups and disruptive technologies to international markets. He was most recently a Director at Baird, where he built and managed a team responsible for two investment portfolios. Jason earned an Executive MBA from the University of Washington and has a passion for helping people navigate the complexities of the financial markets. In addition, he had a brief career in the culinary arts, and now enjoys creating gourmet meals for his extended family. He and his wife, Kirsten, attend endless baseball and soccer games for their three kids. As if that didn’t keep them busy enough, they recently added a labradoodle named Mickey to the family.
Daniel L. Rutter, CFA, CRC
Dan was bitten by the "investment bug" in college. Since then, his professional focus has always been on investing. He earned an MBA at the University of Washington and then the Chartered Financial Analyst designation four years later. Dan ran the Dividend Fund for SAFECO's Investment department and helped launch SAFECO Trust Company. While serving as President of the CFA Society of Seattle, he moved to Laird Norton Trust Company and then Paragon Investment Management. Dan left Paragon to pursue better work-life balance at Agate Pass in May of 2018. Aside from creating wealth for people, Dan enjoys tennis, snow skiing and spending time with his wife, Nancy, two adult daughters, and his black lab, Terra. As of 12/2020, Dan has completed 10 years of consecutive CFA Continuing Education. In April 2023, he earned the Certified Retirement Counselor designation to ensure our clients succeed in retirement.
Bradley S. Van Aken
Brad manages a variety of portfolios in trusts, individual agency, and retirement accounts. He has over 20 years of investment experience. Prior to joining Agate Pass, Brad was a Senior Portfolio Manager with HighMark Capital, the investment arm of Union Bank. Brad started his financial career in Chicago with Security Capital Group, a global real estate investment company that specialized in real estate investment trusts (REITs). He holds the Accredited Wealth Management Advisor designation from the College of Financial Planning. Brad is happiest when he’s playing soccer, working in the yard, or hiking with his wife, four kids, and yellow lab. He also enjoys apiculture (beekeeping) and has recently picked up golf.
Jenny Van Aken
Jenny is the office manager/administrative assistant/bookkeeper at Agate Pass. With 27 years of experience raising four kids and working a variety of part-time jobs, she is used to juggling multiple responsibilities. Before starting a family, Jenny worked as a front desk receptionist and administrative assistant at The Callison Partnership in Seattle. She has always enjoyed keeping things organized and helping manage day to day operations. When she’s not keeping things running smoothly at Agate Pass, Jenny enjoys hiking, knitting, and reading.