Who Are We?
Meet Our Team
Learn About The Retirement Solution’s Team
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Jim Black CFP
MBA
Founder & CEO
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TOM BLACK
President & Financial Planner
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MATT PERRONE
LEAD FINANCIAL PLANNER
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ADAM POWELL
FINANCIAL PLANNER
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SHANE PERRY
FINANCIAL PLANNER
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KYLE NELSON CFP
FINANCIAL PLANNER
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TRAVIS JOHNSON
FINANCIAL PLANNER
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CINDY MUELLER CFP
TAX ADVISOR, FINANCIAL PLANNER
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CLINT COBURN
FINANCIAL PLANNER
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JARED BLACK
FINANCIAL PLANNER
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PERSIS MEJIA
ASSOCIATE PLANNER
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HEATHER CARLSON
ASSOCIATE PLANNER
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SEAN CLOSSON
ASSOCIATE PLANNER
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JARED KOWALSKE
ASSOCIATE PLANNER
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WESLEY MCBRATNEY
SERVICE LEAD
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NOLAN MUSGA
assistant service lead
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BRANDO CONTRERAS-ORTIZ
COMPLIANCE SPECIALIST
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Tenzin Zingkha
Client Income Manager
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HAILEY NELSON
CLIENT INCOME MANAGER
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STACEY BENNETT
CLIENT ACCOUNT SPECIALIST
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CHRISTINA NICOLASIN
OPERATIONS LEAD
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HOLLAND BLACK
OPERATIONS SPECIALIST
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ABBEY FOLSOM
OPERATIONS COORDINATOR
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KATIE LIVELY
CRM ADMINISTRATOR
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ELAINE SHULTZ
BOOKKEEPER / ADMINISTRATOR
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RACHEL DEL PALACIO
DIRECTOR OF ADMINISTRATION
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KRISTEN O’REILLY
SENIOR ADMINISTRATIVE ASSISTANT
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MACKENZIE BRAVO
FRONT DESK COORDINATOR
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DAN ZINNO
MARKETING LEAD
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DIANDRE MUSIKACHART
MARKETING COORDINATOR
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ALICIA MOLINA
EVENTS SPECIALIST
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MARIA WELLS
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