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 and the AALU.
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. Jay lives in Seattle with his wife Loui.
For over 18 years Jesse has been guiding successful individuals and private 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. Jesse has built a reputation as one of the premier financial advisors in the Pacific Northwest. He is a member of several professional organizations including the National Association of Insurance and Financial Advisors (NAIFA) and the Association for Advanced Life Underwriting (AALU). Jesse is also a Million Dollar Round Table (MDRT) Top of the Table Member.
Jesse graduated Cum Laude from St. Mary’s College, where he received a Bachelor of Arts degree in Business Administration and Economics. While there, he also played basketball and was Academic All-Conference.
Jesse is actively involved in his community and has served on several foundation and operating boards. He currently is a member of the board of directors for Transforming Age and the advisory board of Full Life Care. He is also a member of the board of directors for New York life Agent Reinsurance Company (NYLARC). When not in the office, Jesse enjoys spending time with his wife and their four children.
Mike joined Bond Financial in 2014 and has over 15 years of experience in the investment and banking industry. His main focus in supporting the team is oversight of our investment solutions, trading and operations, and assisting our advisors with the planning process to ensure solutions meet client needs.
He graduated from the University of Washington and lives in West Seattle with his wife Erin and their two daughters, Abby and Elsie. Mike enjoys many interests, but when possible, likes to prioritize just getting outdoors and being near the water.
Maya joined the Bond Financial team in Fall 2017, having previously worked for another New York Life and Eagle Strategies Advisor. She provides support for the team with calendar management, database administration, and overseeing a variety of projects. She graduated from the University of Washington with a Bachelor of Arts in Economics.
Maya and her husband live in Northeast Seattle and have two kids who will both be in college in California. In her free time she enjoys reading, perusing interior design websites, and watching her son play Ultimate Frisbee.
Mari joined Bond Financial in the spring of 2020. As the head of Human Resources for the company, Mari’s focus covers people operations, development and experience, culture, systems and processes. Mari strongly values building and strengthening employee relationships and finds passion in helping Bond Financial thrive through its people. Mari has a varied background in Human Resources, ranging from directing the hiring and on-boarding process for an S&P 500 tech store, to co-founding a small business and running their back office. She also worked in business development for a tech company dedicated to improving the employee experience.
Mari studied Business Administration in college, and graduated with a degree in Political Science from Brigham Young University. Outside of the office, Mari enjoys spending time with her husband and 4 children, traveling, painting, walking in nature and cooking.
Dana joined Bond Financial in November 2021 as a client service associate with 20 years of experience in banking and investment services. Her main responsibilities will be providing support for the team on operational tasks for clients. Dana graduated from Purdue University with a degree in Sociology. In her free time, she enjoys reading and spending time outdoors with her husband and 2 sons.
Dana joined Bond Financial in November 2021 as a client service associate with 20 years of experience in banking and investment services. Her main responsibilities will be providing support for the team on operational tasks for clients. Dana graduated from Purdue University with a degree in Sociology. In her free time, she enjoys reading and spending time outdoors with her husband and 2 sons.
Loui Bond
Emeritus
Loui has been involved in the business for more than 20 years, and has worn many hats at Bond Financial, including accounting, human resource management, and marketing. She is a graduate of the University of Washington where she received a Bachelor of Arts in Business with an emphasis on economics and finance.
Fluent in French, Loui enjoys traveling to Europe to visit friends in France and family in Belgium and the Czech Republic. Her passions include cooking for friends with her husband Jay, speaking French, and spending time with a growing family.
*MDRT is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
