Our Team

James E. Tremper, CFP®

Jim has been offering financial advice on a fee-for-service basis to individuals and businesses since 1986.  He specializes in designing, implementing and monitoring all aspects of pre- and post-retirement planning as well as investment advisory, tax guidance, insurance planning and wealth transfer strategies.  He has the ability to interpret the complexities of today's financial world and to create an understandable financial plan.

“I have counseled hundreds of clients over the years and have found that each individual has unique financial goals and objectives.  Retirement, for example, is more than just running numbers through a computer.  Not only are there income needs, portfolio construction and income tax issues to consider, but also the emotional issues that come with retirement.  Balancing the needs and emotions of each client is a big part of my job.”

Jim is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative of Lincoln Investment.  In addition, he is a Registered Principal (FINRA Series 24), General Securities Representative (FINRA Series 7 & 63) with Lincoln Investment and holds both life and disability insurance licenses.  He holds a B.A. in Business Administration with a specialization in Accounting from Central Washington University.

Jim and his wife Lynn reside in Normandy Park and spend their spare time traveling, golfing and hanging out with their children and 5 grandchildren.


Matt Roper, CFP®

Matt is responsible for coordinating all aspects of pre and post-retirement planning and implementation, tax & wealth transfer strategies, portfolio creation & implementation and monitoring of financial markets.

Prior to joining Jim in 2003, Matt worked as a financial analyst and institutional trader for Sagient Research, a boutique investment bank and publisher of institutional research. In addition, he has worked in various roles at Oppenheimer & Company and American Express Financial Advisors.

Matt graduated from the University of Washington with a B.A. in Business Administration.  He is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative of Lincoln Investment and holds FINRA Series 7, 66 securities registrations and insurance licenses.

 

 
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck