Appropriate Balance Financial Services Announces Expansion Plans
Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand services to current clients, but to help facilitate the growth the firm expects in coming years.
Bellevue, WA, September 10, 2011 --(PR.com)-- Appropriate Balance Financial Services, Inc. (ABFS) has recently announced the addition of several new members of the ABFS Team as part of a longer term growth and development plan.
According to Bruce Yates, president of ABFS, “We are very excited to have found people of such high caliber. They bring new depth and expertise to the firm and will do an outstanding job of serving our clients and driving our business forward.”
Mark Jaeger joined ABFS in March 2011 as the Chief Operating Officer. Mark previously held a similar position, as well as that of Chief Investment Officer, while at Moss Adams Wealth Advisors for 10 years and has over 30 years of experience in the financial services industry. Mark earned a Bachelor of Arts Degree in Economics from the University of Washington and is a Certified Financial Planner™ practitioner and holds the Accredited Investment Fiduciary® designation.
Doug Custer joined ABFS in July 2011. Doug was a financial consultant and Vice President at Charles Schwab for almost 15 years. He has over 17 years of experience in the financial services industry. Doug earned a Bachelor of Science Degree in Finance from the University of Maryland. He is a Certified Financial Planner™ practitioner.
Julie Dowell joined ABFS in 2010. Julie was a financial consultant and Vice President at Charles Schwab for 25 years and has 28 years of experience in the financial services industry. Julie earned a Bachelors Degree in Business Administration from Pacific Lutheran University. She is currently studying for the Certified Financial Planner™ exam.
Brian Johnson joined ABFS in March 2011 as an Assistant Portfolio Manager. Brian earned a Bachelors Degree in Business Administration from Pacific Lutheran University. Brian previously worked as a portfolio manager/trader for a private investor for 8 years. Through his daily interactions with the market and that mentor/employer, he has acquired extensive knowledge of security and technical analysis, market trends and trading.
“Doug and Julie have exceptional client relationship skills, Brian will significantly strengthen our portfolio management team, and Mark will help us stay focused on building and managing the business. All four bring valuable experience and substantial skills to the ABFS Investment Committee,” said Yates.
"ABFS also has plans to upgrade its technology to offer client portals which will allow clients instant online access to portfolio information and reports, a documents vault, and enhanced client communication. “We are also looking at adding video conferencing," said Mark Jaeger. “We have clients around the country. Making sure we can stay close to them and addressing their needs is critical to our success and theirs.”
Such new technology, combined with additions to the portfolio management team, will help ABFS to further enhance its investment strategies, which focus on capturing return potential while managing downside risk. The firm has a reputation for its past success in protecting investors’ capital through turbulent markets. Although past performance is no guarantee of future results, ABFS is known for its ability to manage portfolios through difficult market conditions.
Additional business plans include the expansion of financial planning capabilities and the introduction of new marketing and outreach programs to attract new clients.
About Appropriate Balance Financial Services:
Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange Commission (SEC) Registered Investment Advisor and wealth management firm located in Bellevue, Washington.
For over 27 years, ABFS has been assisting individuals and companies with their long-range financial goals and objectives. ABFS provides expert investment advice as well as ongoing investment management. With more than $350 million under management for clients in 26 states, ABFS is large enough to achieve "institutional" economies of scale, yet small enough to maintain an independent approach to investing. The firm is best known for its focus on protecting investor wealth in bear markets.
For more information visit www.appropriatebalance.com or call 888-451-0499 (toll free).
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According to Bruce Yates, president of ABFS, “We are very excited to have found people of such high caliber. They bring new depth and expertise to the firm and will do an outstanding job of serving our clients and driving our business forward.”
Mark Jaeger joined ABFS in March 2011 as the Chief Operating Officer. Mark previously held a similar position, as well as that of Chief Investment Officer, while at Moss Adams Wealth Advisors for 10 years and has over 30 years of experience in the financial services industry. Mark earned a Bachelor of Arts Degree in Economics from the University of Washington and is a Certified Financial Planner™ practitioner and holds the Accredited Investment Fiduciary® designation.
Doug Custer joined ABFS in July 2011. Doug was a financial consultant and Vice President at Charles Schwab for almost 15 years. He has over 17 years of experience in the financial services industry. Doug earned a Bachelor of Science Degree in Finance from the University of Maryland. He is a Certified Financial Planner™ practitioner.
Julie Dowell joined ABFS in 2010. Julie was a financial consultant and Vice President at Charles Schwab for 25 years and has 28 years of experience in the financial services industry. Julie earned a Bachelors Degree in Business Administration from Pacific Lutheran University. She is currently studying for the Certified Financial Planner™ exam.
Brian Johnson joined ABFS in March 2011 as an Assistant Portfolio Manager. Brian earned a Bachelors Degree in Business Administration from Pacific Lutheran University. Brian previously worked as a portfolio manager/trader for a private investor for 8 years. Through his daily interactions with the market and that mentor/employer, he has acquired extensive knowledge of security and technical analysis, market trends and trading.
“Doug and Julie have exceptional client relationship skills, Brian will significantly strengthen our portfolio management team, and Mark will help us stay focused on building and managing the business. All four bring valuable experience and substantial skills to the ABFS Investment Committee,” said Yates.
"ABFS also has plans to upgrade its technology to offer client portals which will allow clients instant online access to portfolio information and reports, a documents vault, and enhanced client communication. “We are also looking at adding video conferencing," said Mark Jaeger. “We have clients around the country. Making sure we can stay close to them and addressing their needs is critical to our success and theirs.”
Such new technology, combined with additions to the portfolio management team, will help ABFS to further enhance its investment strategies, which focus on capturing return potential while managing downside risk. The firm has a reputation for its past success in protecting investors’ capital through turbulent markets. Although past performance is no guarantee of future results, ABFS is known for its ability to manage portfolios through difficult market conditions.
Additional business plans include the expansion of financial planning capabilities and the introduction of new marketing and outreach programs to attract new clients.
About Appropriate Balance Financial Services:
Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange Commission (SEC) Registered Investment Advisor and wealth management firm located in Bellevue, Washington.
For over 27 years, ABFS has been assisting individuals and companies with their long-range financial goals and objectives. ABFS provides expert investment advice as well as ongoing investment management. With more than $350 million under management for clients in 26 states, ABFS is large enough to achieve "institutional" economies of scale, yet small enough to maintain an independent approach to investing. The firm is best known for its focus on protecting investor wealth in bear markets.
For more information visit www.appropriatebalance.com or call 888-451-0499 (toll free).
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Contact
Appropriate Balance Financial Services, Inc.
Mark Jaeger
888-451-0499
www.abfsnw.com
Mark Jaeger
888-451-0499
www.abfsnw.com
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