The Retirement Solution LLC

Persis Mejia is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Barrett Financial LTD, Crump Life Insurance Services, Kestra Advisory Services, and Securian Advisors. Outside of financial advising, she manages an Airbnb property. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs model-based portfolio allocations using mutual funds and ETFs, combining fundamental and technical analysis, and offers both discretionary and non-discretionary management services.

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 designation. He has been with the firm since 2023 and has prior experience including roles at the US Department of Labor and Seattle Approves. 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 manages approximately $573 million in discretionary assets and employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

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 with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. 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 organizations. The firm employs model-based portfolio allocations using mutual funds and ETFs, with a focus on both fundamental and technical analysis, and manages approximately $573 million in discretionary assets.

Kyle Nelson is a CFP® with six years of experience in the financial advisory industry. He has been with The Retirement Solution LLC since 2018 and has also worked at Utah Valley University, Frandsen Morrill Advisors, Segelke Financial Group, DFPG Investments, Absolute Return Solutions Inc., and Heritage Financial Place. 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 employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.

Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. 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 uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.

Clinton Coburn is a financial advisor at The Retirement Solution LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Edward Jones. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and capture growth opportunities.

Jacob Richards is a financial advisor at The Retirement Solution LLC in Redmond, WA, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corporation and Capital Recovery Systems INC. Richards also has a background in education, having worked at Purdue University and Olentangy Local School District. 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 pension plans. The firm uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to manage risk and return.

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 financial advisor at The Retirement Solution LLC in Kennewick, WA, holding a Series 65 designation with 10 years of industry experience. He has been with The Retirement Solution Inc. since 2015 and also worked at Retirement Income Solutions Inc. from 2015 to 2017. 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 uses model-based portfolio allocations with mutual funds and ETFs, combining fundamental and technical analysis to balance upside potential and downside risk, and manages approximately $573 million in discretionary assets.

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 at The Retirement Solution LLC based in Redmond, WA. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at AppleOne Employment Services, Keyston Bros., and several other firms. 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 organizations. The firm manages approximately $573 million in discretionary assets and utilizes model-based portfolio allocations that incorporate fundamental and technical analysis to balance upside potential with downside risk.

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.