Meet the Team
"If I actively listen, they’ll talk.
If they talk, I’ll learn. If I learn, I’ll grow. "
Financial Advisor
Nathan Ricks
CFP® Financial Advisor
"Helping clients use their finances as a resource to achieve their goals is my passion."
Loyd Burleson III
Paraplanner
"Serving others is one of the most fulfilling things I have done with my life."
Kimberly Taylor
Client Service Specialist
Meet the Team
Nathan Ricks CFP®
Financial Advisor
Loyd Burleson III
Paraplanner
Kimberly Taylor
Client Service Specialist
Meet the Team
Adam Caar
Developer
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Financial Advisor
Financial Advisor
Nathan Ricks Financial Advisor
Certified Financial PlannerTM Practitioner
NAPFA Registered Financial Advisor,
MS Finance
Nathan Ricks Financial Advisor
Certified Financial PlannerTM Practitioner
NAPFA Registered Financial Advisor,
MS Finance
Jane Doe
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Nate Ricks
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Jane Doe
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James Doe
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Our passion is helping dentists throughout the Pacific Northwest to use finances as a resource to achieve their ideal life. Working as fiduciaries, we tailor fee-only, comprehensive financial planning advice and academically researched investment strategies to each client's unique situation.
Clients who visit our office may find out why we love "living on a postcard" 25 miles East of Seattle. Nestled among the woods right off exit 25 on I-90, with mountain vistas and just up the hill from Snoqualmie Falls, is where you'll find us serving clients while balancing work, life & family.
Nathan Ricks
Certified Financial PlannerTM Practitioner
NAPFA Registered Financial Advisor,
MS Finance
Financial Advisor
Fast Facts
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Launched Financial Freedom for Dentists LLC to meet the financial planning & investment management needs of dentists in the Pacific Northwest in 2019.
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Focused on helping hundreds of dentists from all over the country for past 2 decades as a financial advisor in Charlotte, Chicago and Seattle.
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Directed branch offices in Charlotte & Seattle for a national fee-only financial planning & investment management firm.
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Qualified as a Certified Financial Planner(TM) practitioner in 1999 and a NAPFA Registered Financial Advisor in 2017, the country's leading association of Fee-Only financial advisors.. Graduated with honors from the College for Financial Planning with a Masters in Personal Financial Planning in 2002.
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Built a successful financial services business in Idaho from 1995-2000 after graduating from BYU in 1993 with a BS in Business.
Helping clients use their finances as a resource to achieve their goals is my passion.
Fun Facts
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Began first venture into finances as a young child, lending money to his little brother with interest… a bit difficult to compete with his parents’ interest-free loans!
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Married his sweetheart, Sarah in 1993 and spending time with their five children is his favorite job!
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Lives in Snoqualmie, Washington since 2005. As a former river guide, he loves all outdoor activities the area provides-- including hiking, cross country skiing and canoeing.
Fast Facts
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Worked for an investment firm in Idaho Falls, ID as an intern while attending college.
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Achieved Business Finance BS July 2020 from BYU-Idaho as a leadership scholarship recipient and an active member of the Wealth Management Society, using financial modeling software to create present financial plans to a board of financial advisors.
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Completed "Foundations of Financial Planning" coursework and is thrilled to begin earning his Certified Financial Planner designation.
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Handled bookkeeping, customer relationships, inventory management and developed training manuals as a manager in his family pizza business in Ephrata, WA.
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Served 2 years as a full-time representative in Washington, D.C. area communicating with people from various parts of the world.
Serving others is one of the most fulfilling things I have done with my life.
Fun Facts
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Played 3 sports in high school (football, basketball and track) & is an avid fanatic of the Oregon State Beavers, Portland Trail Blazers and the Seattle Seahawks.
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Loves the Pacific Northwest-- born and raised in Ephrata, WA.
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Married to his dream girl, Katie, and became a dad when Marjorie, his first daughter was born in March, 2020.
Loyd Burleson III
BS Finance
Client Services Specialist
Sarah Ricks
Masters of Public Administration
Operations
Fast Facts
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Coordinates the operational, non-client-facing activities such as human resources, communication & marketing, facility management, accounting & technology.
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Earned Masters of Public Administration from Brigham Young University in 1995, graduated Magna Cum Laud with BA Communications, and minors in Organizational Behavior & Spanish.
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Directed all education, public relations, community and fundraising efforts over 13 counties in Southeast Idaho for the American Cancer Society. Organized & directed the Relay for Life in Pocatello, ID and the first Relay for Life in Idaho Falls.
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Conducted statewide studies, Total Quality Management studies and projects for the executive director and for the State of Utah Human Resource Department.
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Has experience managing a computer lab, creating websites, communications and public relations materials for a variety of organizations, including volunteer.
Empower Potential.
Fun Facts
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Grew up living all over --Germany, Chicago, Texas, Canada, California and Pennsylvania, Nicaragua & Costa Rica; has followed Nate's career to Pocatello, Idaho; Charlotte, NC; Chicago, IL and Seattle.
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Dreamed of International Development work but thought the dreams died when she married Nate, only to have him take her and their family back to serve in Nicaragua in dental clinics with Corner of Love with several of Nate's compassionately committed clients.
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Windsurfs or paddleboards, plays guitar or piano, teaches skiing at Alpental, rock-climbs, hikes or mountain unicycles in the woods, or up for any adventure with the kids.
Fast Facts
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Contributes his analytic & computer skills after leaving a lucrative Summer job to help us onboard all the clients, develops systems and implements software solutions such as Docusign and Money Guide Pro with our launch of Financial Freedom for Dentists LLC. Helps develop the marketing plan & creates written and video content for the website and client communications.
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Developed and managed a new business last semester, creating original marketing content that has sprung into his own side photography and marketing ventures and he has received sponsors for his latest co-venture "Kome Cooking."
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Studying for his BS in Business Marketing, expecting to graduate in 2021.
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Taught English and served people as a volunteer representative for 2 years in Tokyo, Japan.
I create content that is value-adding, has a long shelf-life, and is done right the first time.
James Ricks
BS Business Marketing Candidate
Intern
Fun Facts
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Known as the "Unicycle Kid" on university campus who hops up and down the stairs, and gets around anywhere on one wheel.
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Explores the mountains whenever he gets the chance, with skiing and snowboarding making Winter his favorite season!
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Speaks Japanese after spending 2 years living in Tokyo, and in kindergarten and first grade, and now spending a lot of time with a cute Japanese girl.
Clients who come to our new Seattle office, may find out why
we love"living on a postcard."
(right off exit 25 of I-90 in Snoqualmie, WA)
Our office is 25 miles East of Seattle right off exit 25 of I-90.
Snoqualmie Valley is home to Snoqualmie Falls, the state's most popular scenic attraction, the Salish Lodge & Spa and the Northwest Railway Museum. Mt. Si towers over the valley criss-crossed by miles and miles of trails for walking, running, riding hiking and mountain-biking trails and inhabited by one of the state’s largest elk herds. For clients in further locations, more convenient satellite offices may be an option.
