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
Jim Black, CFP®, MBA
President & CEO
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. His main focus is helping clients retire on their own terms. For The Retirement Solution Inc., this means focusing on desired income and estate goals; striving to better assure lifetime income; and preserving assets.
In order to help others better understand the ins and outs of the financial aspect of retirement, Jim published the book Happily Ever After – Retirement doesn’t have to be just a fairytale.
Financial Planners
Financial Planner
Ryan Litchfield
As a passionate Financial Planner at The Retirement Solution, Ryan has used the skills and wisdom he acquired throughout his…
Financial Planner
Cindy Mueller,
CFP®, Tax Advisor
Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management…
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
Mike Whitmore
Mike graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature…
Financial Planner
Tyler Lively
Tyler is a native of Washington State, having grown up in Redmond. He has always had a passion for learning and finding the…
Operations
Vice President & COO
Carin Sevigny
Carin works closely with the team in directing, administering, and coordinating the operational activities of the organization…
Lead Associate Planner
Kyle Irion
Kyle’s role as Associate Planner allows him to work closely with the planners on the construction of income plans for clients…
Associate Planner
Matt Perrone
Matt guides clients through the transition process and makes sure they are always aware and comfortable with what is happening with their money…
Client Manager
Shane Perry
Shane’s role involves assisting in the build-out of the financial plans that clients construct with their financial planner…
Associate Planner
Joe Duncan
Joe enjoys helping our clients transition from working and saving to reaping the benefits of retirement…
Client Manager
Kyle Nelson
In March of 2018, Kyle passed the Certified Financial Planning exam (CFP®) and became an eligible candidate to achieve the CFP® designation in 2019..
Client Servicing Specialist
Charlene Nelson
When a client reaches their one year anniversary with TRS, Charlene becomes their dedicated point person to manage any servicing needs…
Client Service Support
Jenna Mcmaster
Provides service to established clients by addressing their individual needs and helping them find answers to their financial questions…
Client Servicing Administrator
Lail Fitzgerald
As a Client Servicing Administrator, Lail’s role is to ensure expeditious and accurate processing of all client paperwork…
Client Servicing Administrator
Andrea Kaufmann
Andrea is responsible for preparing paperwork for clients to help facilitate a smooth experience during the onboarding process…
Marketing & Media
Business Development Lead
Kristen Lomax
As the Business Development lead at TRS, Kristen is focused on seeking out opportunities within the community to provide financial education…
Marketing Lead
Monica Palmer
Monica can be found coming up with new innovative ways to educate communities on retirement planning, providing client engagement, or in spreadsheets…
Marketing Coordinator
Jennifer Grayson
Jennifer’s role consists of making sure that all marketing collateral that is produced is appealing and true to the company’s vision…
Event Coordinator
Debbie Cookish
As our Denver area Event Planner, Debbie feels that she is very fortunate to work with prospective clients to help them better understand the unique and comprehensive planning process…
Administration
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…
Director of First Impressions
Lorena Epstein
As the Director of First Impressions, Lorena enjoys the crucial role she plays in public relations and the marketing of the company…
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…