CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Partner
- Insurance
- Member of the Seattle Chapter of the Financial Planning Association
Clara has been serving clients with financial advice since 1992. She holds certification as a CFP® (CERTIFIED FINANCIAL PLANNER™), as well as the CRPC® (Certified Retirement Planning Counselor) and Charter Financial Consultant (ChFC) designations. She received her Finance Degree from the University of Oregon.
Clara is trained in the comprehensive approach to financial planning and is fluent in investment management, estate planning, business succession planning, retirement income planning, and tax reduction strategies. By acting in partnership with her clients and their other advisors, she is able to synergize the effects of everyone involved and identify and develop new tax reduction strategies and wealth creation ideas.
Her mission is to help clients toward their goals by charting a course for their future. A natural talent of hers is the ability to present complex financial concepts with simplicity and moving clients to take action.
Prior to becoming a Premier Partner of Lincoln Financial Advisors, and Member of Sagemark Consulting Private Wealth Services Group, a group within Lincoln Financial Advisors that focuses on the needs of business owners, she spent seven years in the banking community in the San Francisco Bay Area as an Assistant Vice President of lending. She also spent five years as a Financial Accounting officer in Portland, Oregon.
Clara is a member of the Seattle Chapter of the Financial Planning Association, East King County Estate Planning Council, the University of Oregon Alumni, Pi Beta Phi Fraternity Alumni, and Board of Trustee for Evergreen Healthcare Foundation.
In her spare time, Clara enjoys golfing, water sports, hiking, reading, and spending time with her family, and friends in Washington, Oregon, and California.
Job Titles:
- Practice Manager
- Practice Manager for Clara Hollin
Janet is the practice manager for Clara Hollin. She manages our customer relationships with trustworthiness, streamlined processes, and a willingness to always provide friendly, efficient customer service. She works closely with our clients to answer their questions and to also provide admin support and research to our Team.
As a staff member with our Team since April 2016 Janet has been fully licensed since 2009 with FINRA Series 7 and Series 66 and insurance licensed since 2010.
Janet graduated from the University of Washington. She has traveled extensively with her husband, Gary, both domestically and internationally. Currently she is an avid gardener.
Job Titles:
- Partner
- Financial Planner of Sagemark Consulting
- Insurance
Jeff is dedicated to helping his clients meet and exceed their financial goals. He takes pride in helping them customize a plan that can be implemented with solutions which helps to give them the confidence that they can accomplish their goals. Jeff enjoys working with business owners, executives, families and individuals who value long-term collaborative relationships and sound professional advice.
As a financial planner of Sagemark Consulting, Jeff is able to work with other team members to bring the highest level of experience into any type of engagement. He often works with business owners and individual clients on planning for retirement and financial independence, business succession planning, estate planning and investment planning. Prior to becoming a financial planner, Jeff spent almost 20 years in senior marketing and management roles in the networking and telecommunications industry. During that time, he lived in Hong Kong for 8 years and he has had extensive international business experience around the world. Much of his career has been working with small and medium sized business owners, identifying and implementing solutions that would help increase profits or save cost. As a result, Jeff focuses much of his practice on working with business owners as he understands how to put a value on a business solution. Extending his service to individual clients has been a natural progression as his business relationships strengthen and often overlap into individual needs.
Job Titles:
- Investment and Insurance Specialist
Jenny is our Client Services Manager and has been in this industry for 14 years. She is responsible for maintaining accounts, collaborating with our team and providing our clients with outstanding service.
Jenny earned her business degree from St. Mary's College and loves spending time with her husband and two kids.
Jesse understands the importance of financial independence and retirement planning. With a focus on financial education, his clients find an environment where there are no bad questions and more communication is better than less.
Jon's clients care about their families and community and are interested in creating a roadmap to make sure they're doing everything possible toward reaching their goals. Through a rigorous process, he makes sure clients understand gaps and opportunities in their current financial plan. He works with his clients to implement the strategies they decide are best.
Jon's specialty is helping families with special needs children create a secure and happy life for their loved ones. He has first-hand experience, planning for his son Jake.
A financial planner since 2002 and an executive in the financial services industry since 1982, Jon's comprehensive financial planning process includes retirement, investments, personal risk management, special needs, business succession, and estate planning.
Schedule a call with Jon and learn how his comprehensive, objective financial planning strategies can improve your financial picture.
Jon graduated from Washington State University and completed his MBA at St. Mary's College. He is married with two children and donates his time and energy to charitable organizations.
Katherine manages and deepens existing client relationships by solving financial complexities for clients so they can live their best lives with the resources they have. Katherine works closely with the client's consultants including accountants and lawyers to help clients meet their most important financial goals.
Katherine holds the CERTIFIED FINANCIAL PLANNER™ professional designation and Chartered Retirement Plan Counselor designation. Katherine works with families before, after and during transitions to help them make the strongest financial decisions. Focusing planning strategies on efficient tax strategies, their ideal savings and spending, and how to get them where they want to go.
Currently, she serves as a board member for Women in Insurance and Financial Services and is also a member of the Financial Planning Association. In the past, she has served as a board member for the Oregon Women's Sailing Association.
A pacific northwest native, Katherine and her husband Kyle are avid travelers and enjoy alternating between trips in the United States and Europe. She has also completed the American Sailing Association Bareboat Charter Certification so she can captain sailboats up to 35'.
Michael has learned his job is to provide accountability for clients who want to stay on top of their financial goals, all while keeping them in the loop about those tiny details they don't know they don't know. In practice since 1998, he's found that small things done with intelligence over time make a huge difference.
Ryan heads up our Agribusiness Services Group, helping farmers, ranchers and business owners protect their family legacies.
Growing up, Ryan saw first-hand what happens when your most precious assets aren't protected - ask him about his family's cattle and hay operation sometime. His experiences and those of his clients have taught him some powerful lessons along the way.
Ryan also puts his technical knowledge to work helping families create greater levels of protection and opportunity in the areas of saving and investing, retirement income and estate planning. Ryan enjoys working with families in transition, especially those new to the Treasure Valley.
For nearly 20 years, Ryan has spent his days working with people who care about others. "The work our clients do outside of our relationship is really important. When we add confidence, clarity and a sense of security around their finances, anxiety goes down, stress goes down and I see clients move forward with a new sense of freedom and opportunity."
A graduate of Gonzaga University, Ryan lives in Meridian, Idaho, with his wife and children.
Scott has been well versed in all areas of financial planning, with a special focus on investment and estate planning.
In 20 years as a "recovering attorney," Scott's passion has been providing clients with personalized, easy-to-understand solutions to their complex financial problems.
Stephanie has been in the financial services industry since 2013. She support Open Advisors' Financial Planners in all aspects of financial planning, from processing new business applications and insurance to working directly with clients on service questions and changes.