David Rupp

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Paul Hurley is a financial advisor at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Shannon Van Holstyn is a Series 65 registered advisor with Advisory Services Network, bringing seven years of industry experience. Prior to joining Advisory Services Network in 2018, Shannon worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. He is based in Eagle River, Alaska. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Donald Spindle is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.