Redmond, WA Office

Jared Black is a financial advisor at The Retirement Solution LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles since 2012, including positions at Pacific Ag and Brigham Young University before joining The Retirement Solution. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations incorporating mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Heather Carlson is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 66 designation and 24 years of industry experience. Her prior work includes roles at Financial Advocates Investment Management, LPL Financial LLC, B3 Wealth Strategies, and Waddell & Reed Inc. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes model-based portfolio allocations focused on mutual funds and ETFs, employing both fundamental and technical analysis with strategic asset allocation.

Tenzin Zingkha is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding a Series 65 credential with three years of industry experience. Prior to joining The Retirement Solution, Zingkha worked at the US Department of Labor and Seattle Approves. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs model-based portfolio allocations tailored to client objectives and risk tolerance, incorporating tax-aware strategies and third-party options-based programs.

Sean Closson is a financial advisor at The Retirement Solution LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining The Retirement Solution LLC, he worked at The Silver Cloud Inn Lake Union from 2015 to 2021. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations that combine fundamental and technical analysis with strategic asset allocation.

Jason Falk is a financial advisor at The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, among others. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a broad client base including individuals, trusts, and corporations. The firm utilizes model portfolios tailored to client objectives and risk tolerance, incorporates tax-aware strategies like direct indexing and tax-loss harvesting, and coordinates estate planning through third-party platforms.

James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Thomas Black is a Series 65 licensed advisor with The Retirement Solution LLC in Redmond, WA, bringing 11 years of industry experience. He has been with The Retirement Solution since 2015. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses model portfolio allocations tailored to client objectives and risk tolerance, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and provides coordinated estate-planning services through third-party platforms.

Shane Perry is a Series 65-licensed advisor with The Retirement Solution LLC, based in Redmond, WA, and has seven years of industry experience. He has been with The Retirement Solution in its various forms since 2014. Outside of advisory work, he provides tax return processing and filings for a small group of family and friends. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $573 million in discretionary assets and utilizes model-based portfolios focused on mutual funds and ETFs with fundamental and technical analysis.

Jared Kowalske is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles within The Retirement Solution entities since 2021, along with prior positions in employment services and logistics. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a range of clients including individuals, trusts, and corporate entities. The firm employs model portfolios tailored to client objectives and risk profiles, incorporates tax-aware strategies, and integrates estate-planning coordination and third-party options-based programs into its services.

Wesley Mc Bratney is a financial advisor at The Retirement Solution LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Equitable Advisors, and Axa Advisors. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential with downside risk.

Cynthia Mueller is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at The Retirement Solution Inc. since 2013 and currently serves at The Retirement Solution LLC. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolios that incorporate mutual funds and ETFs with fundamental and technical analysis.

Mark Chin is a Series 65-credentialed financial advisor with The Retirement Solution LLC in Redmond, WA. He has prior experience at Portlock Labs, Squishy Squad, Inc., and the University of Hawaii. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a variety of clients including individuals, trusts, and corporations. The firm uses model portfolios tailored to client objectives and risk tolerance, offers tax-aware strategies, and integrates estate-planning coordination and third-party options programs into its services.

Matthew Perrone is a financial advisor with The Retirement Solution LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with The Retirement Solution since 2015, including its predecessor entities. Outside of his advisory role, Perrone co-owns Change Brothers LLC, a business developing online courses and podcasts aimed at supporting young fathers. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, focusing on both fundamental and technical analysis to balance growth potential and risk.