Retirement Asset Management, LLC Expands Client Service Team with New Appointment

Client Service Associate Lars Phillips joins team in support of growing client base.
 
Sept. 15, 2011 - PRLog -- Bellevue, WA –Retirement Asset Management , LLC recently hired Lars Phillips, who joined the firm full time in March of 2011 after interning for the greater part of 2010. With his deep interest in business analytics and client service, Lars is supporting the firm’s team of financial advisors in a client service associate role, along with heading up the firm’s custodial transition process.

In 2010, Lars received his Bachelor of Arts degree in Business Administration with formal options in finance and marketing from the University of Washington’s Michael G. Foster School of Business. At the University of Washington, he managed both the UW Women’s Basketball and UW Baseball teams.

Lars is currently pursing his series 65 license and is considering enrolling in the CFA Institute’s Chartered Financial Analyst (CFA) designation program this fall.

A lifelong Seattleite from Ballard, Lars loves taking advantage of everything the city has to offer. In his free time, he can be found traveling, hiking, attending sporting events, going to concerts, and supporting Ballard Little League (http://www.ballardll.net).

To find out more about Lars Phillips and Retirement Asset Management, LLC, please visit http://www.retirementassetmgmt.com

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Retirement Asset Management, LLC is a fee-only financial planning and investment advisory firm located in Bellevue, Washington.

Dave Welty, CFP® established the firm in 2000 with the vision of providing personal financial services to middle-income working professionals in a manner that is friendly, unassuming and relationship-driven. Rather than targeting just high net worth individuals, we seek to create them by helping people put their money to work with a long-term outlook.

Our fee-only compensation and independence assures our services are provided in the best interest of our clients. Our clients expect unbiased financial advice on planning their future and managing their assets as they strive to achieve their goals and dreams.

Retirement Asset Management works hard to create an open and lasting dialog in helping people navigate through difficult market conditions/life circumstances and has earned us the referrals and support that have built our business.
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