Financial Group
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PSU Veterans Financial Wellness

 

WELCOME MESSAGE , Timothy O’Brien

Meet your financial coach

Tim O’Brien

Ryan Schopp is the Financial Planner at Alpha Partners. Ryan’s expertise and passion is in the world of holistic financial planning, primarily working with high net worth individuals and liquidating highly appreciated assets in the most tax efficient manner. With tax efficiency and tax foward thinking being at the center of his planning process, Ryan is continually educating himself and the Alpha Team with new strategies and changes to the tax code. Ryan has been married to his high school sweetheart, Alexandra, since 2012. They have 4 year old twins, Davis Ryan and Georgia James, and live in Chehalis, WA. When Ryan is not spending time with his family, or working he is on the golf course or out in the woods.

Contact TIM at tobrien@financialguide.com

 

UPCOMING EVENTS

cHECKOUT OUR UPCOMING psu VETERANS FINANCIAL WELLNESS CLASSES.

 

ON-DEMAND CLASSES

cHECKOUT OUR online on-demand financial wellness classes.

resources - Link to on demand videos, articles & Financial calulators