Meet Your Instructors

Glenn M. Rossman

Co-Founder

When Glenn was growing up he always wanted to be a teacher, but these days he teaches busy, successful adults how money works.

As a Financial Planner, he prides himself on providing a fun educational approach that takes the financial jargon and stress out of financial planning.

Glenn is a Washington native and alumni of the University of Washington where he studied Business and Psychology. His planning specialty is working with Boeing, Microsoft, and Amazon employees, as well as building distribution plans for clients on the cusp of retirement.

When not serving clients, what does Glenn live for?

Glenn lives for sunset cruises on Lake Washington with a cocktail in his hand, carving the crest of a wave with his surfboard, exploring incredible food and culture abroad, cutting into fresh snow on Crystal Mountain, hitting the perfect bunker shot onto the green, and taking easy-going hikes with his loving girlfriend Jamie and spunky dog Sadie.

glenn.rossman@truewealthfp.com

425-615-7360

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Book an Hour Call/Screen Share

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.
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.
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.
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.
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.
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.
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 B. Severson

Co-Founder

Patrick is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients. He believes that no detail is too small, and his greatest honor is managing the burden of financial stress from his clients so they can focus their time on the fun things in life.

Patrick is a graduate of The University of North Dakota where he studied business with a focus on entrepreneurship. His planning specialty is working with technology employees on navigating advanced compensation methods such as RSU’s, ESPP’s, Stock Options, and Deferred Comp.

When not serving clients, what does Pat live for?

Pat lives for scoring a goal at the buzzer on his recreational hockey team, feeling his heart race dropping into a steep mountain bike run, dodging trees through the powder of a backcountry ski trip, the nostalgia of visiting his childhood home in North Dakota, and the challenge of scaling mountains with his wonderful girlfriend Penny.

patrick.severson@truewealthfp.com

425-748-7046

Book an Hour Call/Screen Share

Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.
Patrick Severson is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients.

Kari Kokenge CFA, CFP®

Lead Advisor

Kari has over 20 years of experience working at some of the most prestigious financial firms in the country, including Russell Investments and Morgan Stanley/Parametric. She managed tax-sensitive products, including mutual funds and separately managed accounts, for retail and institutional investors. Kari also has experience serving individuals/families, having worked at two local private wealth management firms.

Kari has chosen to move away from managing products for asset management firms and join our small independent firm to build lasting client relationships, one family at a time.

Her planning clients know that her curiosity, warmth, and teaching style stand out just as much as her evidence-based financial approach and that they can always rely on her for planning, support, and encouragement.

Kari is a Washington native who studied Finance and Economics at the University of Puget Sound. She also is one of the few professionals in the industry to be both a Chartered Financial Analyst Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

When not serving clients, what does Kari live for?

Kari lives for her family (her husband Troy and two boys), adventures with her sweet dog Macy, hiking/backpacking for epic views and glimpses of wildlife with friends, kayaking the lakes of the Snoqualmie Valley, exploring new travel destinations, attending live concerts, and skiing (or trying to ski) Snoqualmie Pass and beyond. Kari volunteers as an ambassador for the Washington Trails Association.

kari.kokenge@truewealthfp.com

425-966-2358

Antonia Burns

Operations Manager

Antonia 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.

Originally from Southern California, she graduated with a BA in United States History from the University of California, Merced. Her career has had a through line of offering responsive and attentive service focused on ensuring clients have the best experience possible.

When not serving clients, what does Antonia live for?

Antonia lives for getting swept away dancing salsa or bachata, enjoying the rush of the crowd at a Kraken game, the camaraderie of a cooperative board game, or helping visitors have a great vacation while volunteering at the Klondike Gold Rush National Historical Park in Pioneer Square.

antonia.burns@truewealthfp.com

425-615-6447

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.
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.
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.
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.
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.
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.

Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.

Sadie

Accounts Retrievable

Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.

She’s incredibly friendly and docile, and she’d love to meet you on days she’s helping in the office.

Sadie has a degree from puppy obedience school with a focus on delicious treats and stuffy toys.

Her in-office specialty is taking naps (often with snoring) and falling in love with everyone she meets.

Visit Sadie In Our Office!

Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.
Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.
Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.
Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.
Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.
Sadie is our financial planning support dog. She prides herself on being a good girl and keeping us company while building our most challenging plans.

Have a Question?

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