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Our Family

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Katy Blevins

Vice President of Operations

Katy has lead the operations side of Blevins Financial since its founding.  In this roles she leads the underwriting process for our insurance division and interfaces with clients extensively during this process.  In addition, she is heavily involved in the ongoing service of our clients on their insurance products and changing needs. 

She has a great history in exceptional customer service.  

Katy is a graduate of the University of Minnesota.  In addition to her company roles, she was a group leader in Junior League and active in the classrooms of both of her children when they were younger.  She has also held roles in retail and customer service organizations. 

She enjoys golf, hiking, horse back riding and traveling with family and friends – especially to new and interesting places.

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Chad Blevins

Founder and President

Chad Blevins founded Blevins Financial to serve the needs of the closely-held business owner. He brings a strong history of developing financial strategies, transaction structures and business operations for private businesses,  and Fortune 500 companies, including GE and  Honeywell.

His experience includes executive positions in Sales, Marketing, Business Development, Finance, Operations and M&A work. This diversity of experience allows him to work in a highly comprehensive manner in dealing with client's personal and business objectives.

His level of expertise and desire to educate has also prompted speaking engagements with the following organizations:

  • Washington State CPA Association

  • Association of General Contractors (AGC)

  • National Electrical Contractors Association (NECA)

  • Approach Management Systems/Smart Association

  • Northwest Family Business Advisors

Chad was honored by the Puget Sound Business Journal as one of the "40 Under 40" top business people in the Puget Sound area, recognizing his contributions to both the business and charitable communities.

Chad served as Board member for local non for profits and was a Director  for the Northwest Family Business Advisors for 10 years, 

Chad is married and has two children. He holds an MBA in Finance and Marketing from Indiana University and has undergraduate degrees in Business Administration and Economics. He enjoys skiing, golfing the nearly 20 years he spent coaching little league teams.  

306 240th Pl SE, Sammamish, WA 98074  |   425-837-5419  |   chad@blevinsfinancial.com

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