At Tremper and Roper we operate as a true team where everyone plays a role for each family and individual we serve. We are intentionally small which means every client is an important part of our business. This approach allows us to have deeper relationships so we have time to listen, understand, and guide our clients through big life altering financial decisions, as well as the small ones along the way.
425-251-5910 ext. 122
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...
425-251-5910 ext. 137
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.
425-251-5910 ext. 166
Rory has been advising clients on retirement transitions since 2013. He would tell you that he knew he wanted to be a financial advisor since high school. Growing up without...
425-251-5910 ext. 136
Client Service and Operations
425-251-5910 ext. 138