Demars Financial Group is a Wealth Advisory firm specializing in Investments, Retirement, Estate Planning, Tax Planning, and Insurance in Spokane, Washington. Our Financial Team consists of experienced professionals with a comprehensive, "hands on" approach to financial guidance. We specialize in independent personal wealth management helping our clients comfortably manage employee benefits, insurance, IRA and 401K accounts. We do everything within our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to achieving their goals. Professionals associated with Demars Financial Group, LLC may be either (1) registered representatives with, and securities offered through LPL Financial, Member SIPC. sipc.org, and offer investment advice through Demars Financial Group, LLC, a registered investment advisor; or (2) solely tax professionals of Fidelity Financial Services, and not affiliated with LPL Financial. Tax related services offered through Fidelity Financial Services DBA Demars Financial Group, LLC. Fidelity Financial Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

At Quantum Financial Planning, we proudly point to our clients’ successes as our legacy. As a fee-only, fiduciary Registered Investment Advisor (RIA), we are free to put your needs first and provide unbiased advice. We partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. Based in Spokane and Kirkland, Washington, we serve clients locally and nationwide. Some of the people we serve are: • Couples and individuals preparing for retirement or already retired • People experiencing significant life transitions • Top-producing real estate professionals Our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. Our team members’ credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. In addition to our expertise, we developed our proprietary Quantum Process to provide financial planning that is dynamic and able to adapt to your life’s changes. The Quantum Process is: • Strategic: Your custom financial plan is built around your personal circumstances. • All-encompassing: Our advice goes far beyond your investment portfolio and addresses all areas of your finances. • Ongoing: We systematically review your progress and help verify that you are on track to reach your goals. With this ongoing process, we help you get organized, achieve clarity, and make confident and informed financial decisions. Our goal is to replace financial worry with peace of mind so that you can get back to enjoying your life.

Indyfin is the investor experience platform that has redefined the way consumers find, research, review, and interact with financial advisors. With more than 200,000 advisors in the United States alone, finding the perfect match is no easy task. Which is why we built our advisor search, investor matchmaking, and easy-to-read profiles that help you find your perfect match. The best part? It’s free!

Formed in 2006, Trilogy Equity Partners is a venture capital firm based in Bellevue, Washington. We are your hardest working partner, backing ambitious founders from Seed to Scale. Trilogy leads early-stage rounds for enterprise and consumer software startups and takes a hands-on approach in helping entrepreneurs build extraordinary businesses over time. The firm’s roots include entrepreneurs and leaders of multinational, category-defining technology businesses. Select current and past investments include Remitly (NASDAQ:RELY), Owlet (NYSE:OWLT), Lookout, Skilljar, PushSpring, and Globys.

KBBS offers just one service: interdisciplinary financial counsel. Partnering with us means engaging across the whole plane of your financial picture. Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members. Based in Seattle, we serve individuals, families and trusts across the country. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across: • Portfolio design and management • Estate planning and trust administration • Income tax forecasting and tax management of legacy assets • Private investment funds, alternative investments and angel investing • Stock option strategies and executive compensation • Charitable giving strategies • Insurance coverage and claims • Home financing alternatives and more Financial fitness is a three-legged stool of work, thrift and prudent investing. For more than 30 years, we’ve sought to help clients build financial fitness in ways that reduce risk and strain, bring order and enhance understanding.

Initiated New Accounts, Fostered Client Relations, Compiled Tax Statements, Processed Investment Checks, and Supported HR Operations.

At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status. Our main objective is to fully understand each of our client's long-term financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M. ● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision. ● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.

VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.