I am a 39 year veteran of the financial services industry and have built a successful planning and investment management practice.  Previously, I spent 26 + years helping mutual fund companies, insurance companies, and money managers build and market world class investment solutions to individual and institutional investors. I graduated Cum Laude in 1983 with an MBA from Southern Illinois University and hold the designation of Certified Investment Management Analyst (CIMA®) awarded by the Wharton School of Business in Philadelphia, Pennsylvania. In addition, I am a Certified Financial Fiduciary®, bound to put your financial interests above everything else.

We are committed to providing the very best in planning and investment advice, in a way that is actionable and easy to understand.

The Financial Planning process is like a bicycle. The rear wheel is the engine which is represented by your investments and income sources, which include earnings, pension plans and Social Security. The front wheel directs the bike to where you want to go. You tell us where you want to go, and how fast you want to pedal, and we will build a solid framework to hold it all together and find the route that is right for you.  From that point forward we will continually monitor and meet with you regularly to provide status updates and make changes or adjustments to tune the bike up when needed or if your goals and objectives change.

Securities offered through Securities America, Inc. Member FINRA/SIPC

Advisory Services offered through Securities America Advisors, Inc.

Pathways Financial and Securities America are separate entities.

Jason Bleick is a wealth strategist, real estate investor, and a man on a mission to help people reduce their financial stress, and change their money mindset, so that, they can make more of an impact in the world and leave a legacy.

Jason had a wealth shock 10 years ago which was the catalyst to begin researching, studying, and trying many different financial products and strategies to eventually find low-stress and predictable ways to build wealth. Now, Jason is the owner of the financial firm Golden Rule Wealth. He is helping individuals, business owners, and real estate investors, create sane wealth strategies that are proven, predictable and tax-efficient, and unknown to the “typical” financial advisor and planner, which helps his clients reduce financial stress and take back control of their financial future.

Linda Jensen is the principal and owner of Heart Financial Group.  The main office is in Olympia, WA and a satellite office in Lakewood, WA.  Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of CLU ChFC and has been in practice as a financial services and insurance professional since that time. Linda started her own company in 1997.

Some of the most common concerns of Linda’s clients are:

·        Not having a written plan

·        Taking too much risk

·        Understanding when to draw Social Security Benefits

·        Concern about the next market correction and potential losses

·        Someone to call if a partner dies or is incapacitated

·        Not understanding how long savings will last in retirement

·        Advice about the best way to take income from retirement accounts

Matching her clients with the appropriate amount of risk for their comfort and security is the foundation of financial planning.  Linda assists her clients to manage the risks of retirement:

·       Potential long-term care event

·       Mitigating stock market losses

·       Legacy planning for surviving spouse

·       Tax Planning

·       Estate Planning

·       Longevity Planning

Linda Has enjoyed conducting educational seminars for the past 24 years.

Mark is a managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process. Mark also hosts both a weekly radio & television show in the Seattle-Tacoma metro area.

Since 1979 Mark has specialized in Tax & Income planning along with reducing  market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.

Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 3 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.

Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, ski, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 43 years.

Being raised by a single parent with two children, I learned the value of a dollar and the importance of making wise decisions with finite resources early in life. Growing up I had numerous part-time jobs and learned how to budget my money for the things I wanted in life. When it became time to choose a career I was introduced to the world of finance and the opportunities it provided. I have spent years learning about money and how it works. In turn, the wealth-building ideas and strategies I teach my clients are the same principles I practice in my own life. They work; I started from scratch financially and have been able to build a successful financial life for my family through patience, discipline, smart common sense investing and financial management. 

Eric is a published author, has been on television multiple times, and is a 26 year veteran in the financial industry. 

A native of Tacoma Washington, Janet has worked the state of Washington, she was the Representative for the American Legion and the Brokerage Management Transamerica, she has traveled extensively working with World War ll Vets and even worked with a few World War l.

With over 35 years of experience working with retirees and pre-retirees, Janet is a specialist that focuses on complete, holistic retirement plans. Janet understands that today’s market can be turbulent and puts an extra emphasis on ensuring returns outpace inflation, which guarantees income for life.

Janet has guided thousands of families thru the process of retirement and asset transference. In the advisor world she is unique, as she understands that every person has their own specific needs, goals, and desires. That’s why she creates plans that are specifically designed for each individual client and/or situation.

Janet is a fiduciary, making decisions with your best interests in mind and disclosing conflicts of interest. Janet’s main objective is to educate her clients. She believes that knowledge equals power, and she believes in empowering her clients, so they feel confident in making the right decision for themselves and their families.

Michel is the principal of Trusted Roots, LLC. She has called the Pacific Northwest home for over 25 years. Michel holds a degree in Political Science, paralegal studies and a masters in Organizational Development. 

At Trusted Roots our mission is to provide limited fiduciary services responsibly, ethically, and transparently, by creating a high level of trust, based on strong morals, to meet individual needs. 

Vision: As a trusted personal representative, trustee, or power of attorney, I will accept responsibility for carrying out financial fiduciary services in a manner which will provide a reasurrance for you now and hereafter for your beneficiaries. 

We offer these fiduciary services along with philanthropic advising, nonprofit fund development consulting, and notary services. 

Char was born and raised in the Monroe/Sultan area of Washington state.  She graduated from University of Washington with BA in Communications.  She began her insurance career in 2000.

Char enjoys the freedom of self-employment and the security it offers her as a woman. She has dedicated her career to helping clients keep their Retirement money SAFE and growing! Char says that her greatest achievement in this business is that not one of her clients has ever lost a penny.

Char’s objective is to help clients eliminate as much confusion as possible in planning for their financial future.  She very diligent in helping clients achieve long term financial objectives by utilizing insurance products.  She believes that everyone should have someone with honesty, integrity, and a commitment to make things simpler and less complicated. Integrity and trust are more important than anything else in the business world.

Charlene: WAOIC License #250047

Amanda has been a trusted professional for over 16 years, guiding clients toward secure and strategic financial solutions. She has assisted individuals and families in achieving greater financial stability and building a legacy they can rely on for years to come.

Drawing on her background in corporate retail as a buyer and financial planner, Amanda combines sharp analytical skills with a personalized approach to help her clients make informed decisions. She specializes in empowering working professionals, families, and military veterans to optimize their finances, safeguard their assets, and achieve their long-term goals.

Amanda is a proud Military Spouse to an Army Veteran of over 20 years. She is also an active community volunteer and advocate for financial education. She frequently hosts educational workshops and one-on-one consultations to improve financial literacy, believing that knowledge is the key to unlocking financial success for everyday Americans.

When not assisting clients, Amanda enjoys homesteading, spending quality time with her family, and pursuing lifelong learning to better serve her clients’ needs. She is committed to building a more financially secure future for all, one step at a time.

Andrew resides in coastal Connecticut and is a strategic partner and advisor with RH Capital.

Andrew attended Sacred Heart University in Fairfield, CT on a Division I golf scholarship, helping his team win three conference championships. Majoring in Finance he spent summers learning tax and bookkeeping at his father’s accounting firm.

He has spent over a decade in finance and accounting roles both consulting and auditing fortune 100 companies. Andrew began his work with retirees advising small business acquisitions and transitions.