Our People

Our team of Financial Advisors have an extensive background in Financial Planning, Commercial Lending and Estate Planning.

Our program has been reviewed by ERISA tax attorneys who typically have a LLM (Masters Degree in Taxation) or CPA certifications. We have done hundreds of customized retirement funded business plans for business owners across America.

Prior Employment Includes:

• Charles Schwab, Financial Advisor
• Ameriprise Financial, (formerly American Express Financial Advisors), Financial Planner
• US Bank, Branch Manager
• Bank of America, Bank Manager
• West One Bank, AVP Workplace Banking, Washington State
• Security Pacific Bank, Branch Manager
• Bank of America, Regional Small Business Lending Advisor
• Foster & Marshall Securities, Registered Representative

Prior Licensing: Series 66, Registered Investment Advisor, Series 7, Securities, Washington State Life & Health Insurance

Questions... Call us toll-free to review which funding approach will best meet your business funding needs at (800) 363-6322.

After your business is funded, we advise your company secure reliable 401(k) Plan Administration Services. We assist you in identifying a Third-Party Administrator ("TPA") service team with extensive ERISA compliant R.O.B.S (Rollover Business Funding) experience. They will ensure you are maintaining a qualified retirement plan as you fund and manage your business or franchise.

We realize that your company retirement benefits are an important compensation enhancement. The TPA works hard to relieve the employer of the core administrative responsibilities, so they can concentrate on what makes them money, their own business.

Questions... Call us toll-free at (800) 363-6322.