Account View & Scheduling for Current Clients

No concern is too small for a call!

We took you on as clients because quite frankly…YOU’RE FUN TO TALK TO!

Glenn Rossman is a fee-only fiduciary advisor and financial advisor in Bellevue, Washington. As a Financial Planner, he prides himself on providing a fun educational approach that takes the financial jargon and stress out of financial planning.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Antonia Burns is an Operations Manager who believes no detail is too small and that taking the time to truly listen to clients makes all the difference.