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For over 50 years, Mike Fleury has been providing financial planning services in Silverdale, Bremerton, Poulsbo, Port Orchard, and surrounding areas. Fleury Financial has recently merged with another local full-service financial planning firm, Ross Financial. This union represents a commitment to excellence, expansion of resources, and ensuring a robust financial experience for our valued clients. As we embark on this new chapter together, we remain dedicated to guiding you towards financial success. With our combined expertise and resources, we are confident that we will continue to provide clients with comprehensive financial solutions tailored to your specific needs. Discover the strengthened force of Fleury Financial and Ross Financial combined—your trusted financial partners.
Matt started his career in financial planning in 2005. After spending 10 years at Edward Jones Investments, he founded Ross Financial in 2015. He currently holds the designations of Accredited Asset Management Specialist and Accredited Investment Fiduciary from the College of Financial Planning. His licenses include Series 7, 9, 10, 63, and 66, along with life and health insurance licenses.
Matt has been a resident of Washington for over 35 years and currently resides in Woodinville with his wife Heather and their two girls, Kennedy and Peyton. Matt enjoys traveling to sunny locations, skiing, surfing, and golf.
Kathy began her financial career in 1981 at a major credit union in Seattle. After taking a few years off to devote time to raising her two young children, she returned to the workforce in 1995, bringing with her a wealth of experience. For over 29 years, Kathy has been a valuable member of Fleury Financial, where her role encompasses client operations, services, and client liaison. Her commitment to excellence and expertise in client relations make her an essential part of the team. In addition to her financial responsibilities, Kathy also serves as a Notary Public, adding another layer of versatility to her skill set.
Kathy was born and raised in Bremerton and now lives in Olalla with her husband, 4 dogs, and 2 cats. She retired as the associate artistic director of a dance academy and served as a choreographer for several community theaters throughout Kitsap County. Kathy enjoys music, camping, hiking, and other adventures with her family, especially her two grandchildren.
Jon Schuette has over 25 years of experience and a deep knowledge of investments, insurance products, retirement planning, and financial planning, mostly with Russell Investments.
Jon’s philosophy is to help clients achieve their financial goals and desires both before and during retirement. His customer-centric values focus on integrity, diligence, due care, and the client’s best interests. He accomplishes this by listening, discussing, and creating a plan that targets retirement, risk management, estate planning, and investments.
Jon received his Bachelor of Science in Finance from California State University, Northridge, and his Masters in Business Administration from Cedarville University in Ohio. His licenses include Series 7 and 66, along with life and health insurance licenses.
Jon, his wife, Camille, and their two sons, Adam and Ethan, live in Gig Harbor. His family attends Believers Fellowship Church and enjoys mountain climbing, skiing, and watching and playing soccer. Jon enjoys playing music, going to concerts, and working on challenging home projects.
With a remarkable 43-year career in the financial planning industry, Kristi has been a dedicated member of the Fleury Financial team since nearly the beginning. Her educational journey includes attending Northwest College and the College for Financial Planning, where she successfully obtained the CFP (Certified Financial Planner) certification. In addition to her financial expertise, Kristi serves as a Notary Public, adding another layer of valuable skills to her professional profile. With a rich background and a commitment to excellence, Kristi plays a key role in providing top-notch client service at Fleury Financial.
Port Orchard has always been home for Kristi, where she shares her house with her tabby cat Jake. She attends Christian Life Center, where she is a part of the greeting team and a team leader for the annual Cruisin’ Sunday car show. In her free time, she loves traveling, gardening, hiking, and genealogy.
Dylan transitioned to the financial services profession in 2014. Prior to joining Ross Financial, he served as a financial advisor with a not-for-profit organization in Seattle and Wells Fargo Advisors. He currently holds FINRA Series 7 and Series 66 licenses, in addition to his life, health, and long-term care insurance licenses.
Dylan is a Washington native; he grew up working in the construction industry for C.O. Simons Construction. He is an avid hiker in the summer and a skier in the winter. Out of his many hobbies, his favorite is woodworking. His passion is creating, so whether he’s crafting a financial plan or a cedar strip canoe, he is always working to create value. He also founded Little Grandma’s Kitchen in Kirkland, where they serve the best breakfast burritos in the state. He lives in Mill Creek with his dog, Rocko.
Hayley Newman joined Ross Financial in 2019. Prior to joining the team, she worked in customer service and bookkeeping. She attended the University of Washington and graduated with a bachelor’s degree in psychology. She currently has her Series 7 and 66 licenses and is operating in an advisor capacity for Ross Financial clients.
Hayley is from and currently lives in Mill Creek, Washington. Outside of work, she enjoys watching football, spending time with her family, and walking her dog, Indi. She is passionate about travel, fitness, and horseback riding.
Fleury Financial
Office: (360) 692-1777
Toll-Free: (800) 877-0779
10049 Kitsap Mall Blvd NW
Suite 309
Silverdale, WA 98383
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Ross Financial Inc. & Fleury Financial is not a registered broker dealer and is independent of Raymond James Financial Services. Fleury Financial & Ross Financial Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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