The Team

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.

Our Advisors

Ryan Lovell

Ryan Lovell

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances

Education

BA, Finance, Washington State University 2000

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Bob Jamieson

Bob Jamieson

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

University of Washington, B.A. Business Administration, University of Washington, Education Degree

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