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

MATT PERRONE

LEAD FINANCIAL PLANNER

ADAM POWELL

ADAM POWELL

FINANCIAL PLANNER

SHANE PERRY

SHANE PERRY

FINANCIAL PLANNER

KYLE NELSON CFP

FINANCIAL PLANNER

TRAVIS JOHNSON

FINANCIAL PLANNER

CINDY MUELLER CFP

TAX ADVISOR, FINANCIAL PLANNER

CLINT COBURN

CLINT COBURN

ASSOCIATE PLANNER

JARED BLACK

JARED BLACK

ASSOCIATE PLANNER

PERSIS MEJIA

PERSIS MEJIA

ASSOCIATE PLANNER

HEATHER CARLSON

HEATHER CARLSON

ASSOCIATE PLANNER

WESLEY MCBRATNEY

WESLEY MCBRATNEY

SERVICE LEAD

NOLAN MUSGA

NOLAN MUSGA

Client Account Specialist

Tenzin Zingkha

Tenzin Zingkha

Client Account Specialist

NATE PERRONE

NATE PERRONE

CLIENT ACCOUNT SPECIALIST

BRANDO CONTRERAS-ORTIZ

BRANDO CONTRERAS-ORTIZ

COMPLIANCE SPECIALIST

SEAN CLOSSON

SEAN CLOSSON

CLIENT INCOME MANAGER

JARED KOWALSKE

JARED KOWALSKE

CLIENT INCOME MANAGER

HAILEY NELSON

HAILEY NELSON

CLIENT INCOME MANAGER

ABBEY FOLSOM

ABBEY FOLSOM

OPERATIONS COORDINATOR

KATIE LIVELY

KATIE LIVELY

CRM ADMINISTRATOR

RACHEL DEL PALACIO

RACHEL DEL PALACIO

DIRECTOR OF ADMINISTRATION

CHRISTINA DEL PALACIO

CHRISTINA DEL PALACIO

OPERATIONS AND TRAINING SPECIALIST

KRISTEN O’REILLY

KRISTEN O’REILLY

SENIOR ADMINISTRATIVE ASSISTANT

ELAINE SHULTZ

ELAINE SHULTZ

BOOKKEEPER / ADMINISTRATOR

MOET MCCLAIN

MOET MCCLAIN

FRONT DESK COORDINATOR

DAN ZINNO

DAN ZINNO

MARKETING LEAD

DIANDRE MUSIKACHART

DIANDRE MUSIKACHART

MARKETING COORDINATOR

ALICIA MOLINA

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.

Contact Us

888-500-5830

info@theretirementsolution.com

Our Locations

REDMOND, WASHINGTON

MILL CREEK, WASHINGTON

ENGLEWOOD, COLORADO

KENNEWICK, WASHINGTON

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