The Team

Hourglass Planning

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Grant Stewart

Grant Stewart

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

BS, Business Administration - Finance, Oregon State University, Magna Cum Laude
CA Insurance #4013926

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Jamee Drill

Financial Advisor

Adam Feik

Adam Feik

Associate Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Education

Master of Business Administration (MBA), Boise State University, Boise, Idaho, Bachelor of Science, Management, Brigham Young University, Provo, Utah

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Jeffrey Tinnin

Jeffrey Tinnin

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Business Retirement Plans

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Gary M Rierson

Gary M Rierson

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0H08364

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Our Staff

Nancie Ryan

Nancie Ryan

Client Service Manager

Administrative Assistant
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Qualifications

  • Marketing Manager
  • Administrative Assistant

Linda Linder

Client Service Manager

Administrative Assistant