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
Operations
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
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
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…
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
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…
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…
President & Lead 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
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…
Associate 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.
Client Experience Manager
Hailey Nelson
Hailey’s role as Client Experience Manager is to ensure new clients experience a smooth and…
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
Clarissa Candelario
Clarissa has a love of investments and a passion for helping others. She received her BS in Business Management from De La Salle University in Manila, Philippines…
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…
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 University…
Client Experience Manager
Cheyanne Rosa
Originally from Fort Worth, Texas, Cheyanne has focused her life on finding ways to help people and embracing new opportunities with determination…
Financial Planner
Tyler Lively
CFP®, CRPC®
Tyler is a native of Washington State, having grown up in Redmond. He has always had a passion for learning and finding the…
Associate Planner
Bryan Larsen
Bryan takes great pride in proclaiming his bona fide native status in the yellow rose state of Texas. After receiving his BS degree in…
Client Experience Manager
Michelle Moore
Coming from Mendocino, California, Michelle has spent her whole life focused on constant growth and surrounding herself with her passions…
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
Sean Closson
Sean is originally from Fayetteville, North Carolina. He landed in Seattle to explore the many opportunities that this city has to offer…
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…
Administration
Vice President, COO & CCO
Carin Sevigny
Carin works closely with the team in directing, administering, and coordinating the operational activities of the organization…
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…
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…
Receptionist
Katie Carter
Katie is a Washingtonian through and through as she was born and raised in Seattle. She has experienced many different careers…
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.
Marketing
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…