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Team

 
Steve founded TRUEretirement, Inc. in 1990, an independent qualified plan consulting practice. He has over 24 years of experience specializing in the qualified plan marketplace, working with hundreds of retirement plans.

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Robert Raphael currently serves as Managing Principal of TRUEretirement. He is an independent Registered Representative with LPL Financial. In this capacity Mr. Raphael serves as both a 3(21) and 3(38) fiduciary fee-based 401(k) plan...

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Lee has over 25 years experience in the financial services industry.  He has been CERTIFIED FINANCIAL PLANNER™ Practitioner since 1995. 

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Janis Anderson

Client Services Manager

(425) 454-4015

Janis has over 19 years of experience in qualified retirement plans. Her prior background includes working for an insurance company for 10 years in both health insurance and 401(k) departments. She has strong customer service skills...

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Wendy Brown

Client Services Representative

(425) 454-4015

Wendy has over 25 years in financial services industry. She has extensive experience in securities and cash operations, client service and trading support. Wendy's primary focus is providing support to our Wealth Management Advisors...

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Jeffrey Newell currently serves as Vice President of Sales and Marketing for TRUEretirement. He is also an independent Registered Representative with LPL Financial. In this capacity Jeffrey serves as a retirement plan consultant to...

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Jason Kennedy currently serves as Vice President of Education and Employee Services for TRUEretirement. Jason is also an independent Registered Representative with LPL Financial. In this capacity Jason serves as an educational resource...

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Vicki O'Hargan

Client Services Representative

425 454 4015

Vicki built a solid foundation in the insurance industry during her 12 years with Lincoln Financial Group. She gained experience as a proposal specialist in the employer-sponsored retirement market and supported medical stop loss,...

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