At The Retirement Solution every member of our team brings specific industry expertise that rounds out the perspectives and guidance we offer our clients. We work collectively behind-the-scenes to identify your biggest financial concern, and then tackle it head on. At any point in our relationship, you have a dedicated, skilled fiduciary and ally on your side, looking out for your best interests with everything we do.
Dedicated and Skilled Ally On Your Side
Planner Team
Chief Executive Officer
Jim Black
Jim’s responsibilities include all aspects of financial and tax strategy planning. Jim has over 28 years of experience in the financial planning industry and now devotes his efforts to the distribution planning arena…
Financial Planner
Adam Powell
Adam attended Washington State University where he earned a degree in Operations and Business Management. Subsequent to college, he pursued a 20+ year career in the automotive industry…
Client Experience Manager
Nolan Musga
Born and raised in Seattle, Nolan loves using his creativity to make an impact. He graduated from Washington State University with a Business Management Degree…
Financial Planner
Shane Perry
Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with…
Financial Planner
Travis Johnson
Travis was raised in Redmond, Washington where he continues to reside. Subsequent to high school, he earned a degree in Business Administration at the University of Washington…
Associate Planner
Clint Coburn
Born and raised in Seattle, Clint is proud to call the Pacific Northwest his home! Clint graduated from Central Washington University and eventually found himself in the financial industry, where he gained valuable experience working for firms like Edward Jones and Merrill Lynch…
Client Experience Manager
Brando Conteras-Ortiz
In his role as Client Experience Manager, Brando is an integral team member who diligently serves TRS’ clients by swiftly an accurately accommodating client updates…
President & Financial Planner
Tom Black
As a Financial Planner, Tom has a thorough understanding of the complex issues that must be addressed when preparing a…
Financial Planner
Kyle Nelson
As a part of The Retirement Planning family, Kyle is grateful to pursue his love of
helping people envision the wealth of possibilities available in retirement.
Associate Planner
David Bustamante
Originally from Santiago, Chile, David comes to the TRS team with a unique background in science, chemistry, and engineering. Ultimately, David discovered that he had a passion for finance and economics, which lead him to pursue a degree in Finance and Economics from Brigham Young University-Idaho…
Client Experience Manager
Sean Closson
Sean is originally from Fayetteville, North Carolina. He landed in Seattle to explore the many opportunities that this city has to offer. Sean has a background is hospitality which gives him a very diverse background in working with people, navigating difficult situations and providing
excellent service…
Financial Planner
Cindy Mueller,
CFP®, Tax Advisor
Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management…
Associate Planner
Jared Black
Jared attended Brigham Young University – Idaho, where he earned his degree in Finance. He has continued to further his education with his current enrollment at Utah Valley with a masters degree in financial planning…
Client Experience Manager
Jared Kowalske
Jared is committed to providing a high level of service to our clients and takes pride in his role in helping them secure their futures…
Associate Planner
Wesley McBratney
Wesley attended the University of California, Davis, where he earned two degrees, including Neurobiology, Physiology, and Behavior, alongside Viticulture and Enology. Following his graduation, he went directly into the lab, working on everything from…
Client Experience Manager
Hailey Nelson
Hailey’s role as Client Experience Manager is to ensure new clients experience a smooth and…
Lead Financial Planner
Matt Perrone
Matt was born and raised in the great state of Texas and received his Bachelors from The University of Texas at Austin, focusing his studies on communications and business. Before transitioning to finance, Matt spent seven years in Hospitality and Business Management. His previous experience has allowed him to bring a more personalized level of care and service to his clients…
Operations Team
Vice President, COO & CCO
Carin Sevigny
Carin works closely with the team in directing, administering, and coordinating the operational activities of the organization…
CRM Administrator
Katie Lively
Katie is a former nuclear engineer who uses her math and engineering mind to help maintain our system. This helps our team manage our clients plans seamlessly…
Bookkeeper / Administrator
Elaine Shultz
As the bookkeeper at TRS, Elaine makes sure the financial data for the company is up to date. She will be the one in the office…
Operations and Training Specialist
Christina Del Palacio
Christina was raised in San Diego, California, and in 2015 she embraced the challenge of transitioning to the Pacific Northwest to discover…
Client Experience Administrator
Renee Walker
Renee began her professional career as a legal assistant and transitioned to the finance industry in 2008 as an…
Client Experience Administrator
Abbey Folsom
Abbey is a native of Woodinville, WA. She graduated from Brigham Young University-Idaho with a Bachelor of Science in Exercise Physiology before moving to Utah, where she currently resides…
Front Desk Coordinator
Kristine Blythe
After living in Florida, Texas, and Arizona, Kristine has made Washington state her home. Kristine enjoys learning about new technology, and she has gained valuable experience by working with several start-ups in the early days of the Internet…
Administration Team
Director of Administration
Rachel Del Palacio
Rachel oversees internal office operations, manages all HR functions, and assists Jim in forecasting the company strategy. She really enjoys working with people…
Senior Administrative Assistant
Kristen O’Reilly
Hailing from Vancouver, Washington, Kristen grew up with a focus on family and a love for the outdoors. After spending her early years in the Pacific Northwest, she traveled South to Utah to develop her talents at Brigham Young University.
Human Resources Assistant
Hayley Richards
Hayley is a driven and ambitious team member with a passion for business administration and a love of nature. Originally from Trinidad and Tobago, Hayley’s interest in business administration started when she was just twelve years old…
Marketing Team
Marketing Lead
Dan Zinno
Dan leads our TRS marketing team with energy and enthusiasm. Dan earned his undergraduate degree in painting before venturing into marketing, design…
Marketing Coordinator
Du’ryan Ebbessen
Du’Ryan provides executive support to our team here in Seattle. Originally from St. Croix in the U.S. Virgin Islands, he moved to Seattle to finish his master’s degree…
Digital Marketing Specialist
Cordae McAfee
Born and raised in Seattle, WA, Cordae brings his passion, enthusiasm, and marketing expertise to the TRS team. Cordae graduated from Washington State University, where he earned a degree in Marketing…
Client Success Specialist
Nancy Quinn
Born in Dublin, Ireland, Nancy experienced a unique upbringing in Europe, where she lived in five different countries before she was eight years old. Much of her childhood was spent in Henley on Thames, England…