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

BRANDO CONTRERAS-ORTIZ
COMPLIANCE SPECIALIST

Tenzin Zingkha
Client Income Manager

HAILEY NELSON
CLIENT INCOME MANAGER

STACEY BENNETT
CLIENT ACCOUNT SPECIALIST

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

MACKENZIE BRAVO
FRONT DESK COORDINATOR

DAN ZINNO
MARKETING LEAD

DIANDRE MUSIKACHART
MARKETING COORDINATOR

ALICIA MOLINA
EVENTS SPECIALIST

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