The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

James Motteler

James Motteler

Financial Advisor

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Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investments

Education

Bachelor's Degree in Business Administration at Whitworth University in 1979.
CA Insurance #0B04923

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Our Staff

Mary Keller

Mary Keller

Registered Support Assistant

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Qualifications

  • Series 7 & 66, Insurance License #OH69252

Roles & Responsibilities

  • Mary provides valuable insight in deepening client relationships. She is responsible for managing the client experience and the primary contact for scheduling client meetings and administrative needs.