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Rick is a Financial Planner who focuses on helping people of all stages in their life. Whether that is planning for retirement, supplementing retirement income or helping with legacy planning. Most of his clients are nearing or are in retirement giving him unique experience in capital preservation with an emphasis on income.
Maureen has a remarkable talent for educating clients on complex financial issues in an easily understandable way. Maureen sees her role as that of financial Sherpa, offering trustworthy guidance to those unfamiliar with the mountains of financial information and choices. She carefully points out the risks they will encounter, while guiding them towards their goals, encouraging and motivating clients along their financial journey.
Matt is a Financial Planner who focuses on helping people transition into retirement, manage retirement income, and ensure their legacy transitions smoothly. Most of his clients have worked for Boeing, Microsoft, or Amazon enabling him to bring a uniquely detailed understanding of their retirement benefits to our firm.
Debbie comes to Viridian with 40 years of experience in public accounting including owning her own firm for 12 years. Her career has been built on strong client relationships. She specializes in small business consulting and tax planning for clients but has a passion for estate and trust taxation. Helping clients navigate the process from the loss of a loved one has been a very rewarding part of her career.
Marcus specializes in working with clients that have stock options, Employee Stock Purchase Plans (ESPP), Employee Stock Option Plans (ESOP), and highly concentrated positions. He works with many clients from Boeing, Microsoft, Amazon, and many high tech companies headquartered in the Pacific Northwest.
Anne has over fourteen years’ experience at two small public accounting firms with the preparation of individual, partnership, corporate and trust tax returns. Her favorite aspect of her responsibilities has been fostering client connections. She enjoys establishing an excellent working rapport with businesses and individuals and enjoys cultivating these relationships.
For over 25 years, Doug has helped many families and organizations with their financial planning and investment management needs. Much of his practice includes working with professional practitioners and business owners. In addition to investment management, his areas of focus include retirement and estate planning as well as helping clients explore and implement planned giving strategies.
Bruce has been a financial advisor for almost four decades. He is passionate about helping clients build, maintain, and pass on wealth—so they can spend their time on family, philanthropy, and other interests, rather than worrying about their money. Bruce finds nothing more gratifying than seeing clients able to afford life and retirement on their own terms.