Who Are We?
Meet Our Team
Learn About The Retirement Solution’s Team
Jim Black CFP MBA
Founder & CEO
TOM BLACK
President & Financial Planner
MATT PERRONE
LEAD FINANCIAL PLANNER
ADAM POWELL
FINANCIAL PLANNER
SHANE PERRY
FINANCIAL PLANNER
KYLE NELSON CFP
FINANCIAL PLANNER
TRAVIS JOHNSON
FINANCIAL PLANNER
CINDY MUELLER CFP
TAX ADVISOR, FINANCIAL PLANNER
CLINT COBURN
FINANCIAL PLANNER
JARED BLACK
FINANCIAL PLANNER
PERSIS MEJIA
ASSOCIATE PLANNER
HEATHER CARLSON
ASSOCIATE PLANNER
SEAN CLOSSON
ASSOCIATE PLANNER
JARED KOWALSKE
ASSOCIATE PLANNER
WESLEY MCBRATNEY
SERVICE LEAD
NOLAN MUSGA
assistant service lead
Tenzin Zingkha
Client Income Manager
BRANDO CONTRERAS-ORTIZ
COMPLIANCE SPECIALIST
HAILEY NELSON
CLIENT INCOME MANAGER
CHRISTINA NICOLASIN
OPERATIONS LEAD
ABBEY FOLSOM
OPERATIONS COORDINATOR
KATIE LIVELY
CRM ADMINISTRATOR
ELAINE SHULTZ
BOOKKEEPER / ADMINISTRATOR
RACHEL DEL PALACIO
DIRECTOR OF ADMINISTRATION
KRISTEN O’REILLY
SENIOR ADMINISTRATIVE ASSISTANT
MOET MCCLAIN
FRONT DESK COORDINATOR
DAN ZINNO
MARKETING LEAD
DIANDRE MUSIKACHART
MARKETING COORDINATOR
ALICIA MOLINA
EVENTS SPECIALIST
SCHEDULE A FREE CONSULTATION
Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.
Our Locations
REDMOND, WASHINGTON
MILL CREEK, WASHINGTON
ENGLEWOOD, COLORADO
KENNEWICK, WASHINGTON