Account View & Scheduling for Current Clients

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No concern is too small for a call!

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

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