Viridian Names Matthew Boelter Partner

SEATTLE, July 2, 2018 /PRNewswire/ --Viridian, a rapidly growing wealth advisory firm in the Puget Sound region, announced today that Matthew Boelter was recently named partner.

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PR Newswire

Retrieved on:

Monday, July 2, 2018

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Albums, Viridian, Puget, WE, Seattle, Puget Sound region, Seattle metropolitan area

Geotags:

WASHINGTON

Organisation:

VIRIDIAN

Website:

http://www.viridianadvisors.com

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SEATTLE, July 2, 2018 /PRNewswire/ --Viridian, a rapidly growing wealth advisory firm in the Puget Sound region, announced today that Matthew Boelter was recently named partner.
"I am delighted to announce that Matt has chosen to merge his practice with our firm" said Adriel Tam, CEO of Viridian.
In his role as partner, Boelter will continue to work closely with his existing clients while also providing his extensive understanding of Boeing, Microsoft and Amazon's employee benefit plans to Viridian's existing financial planning team and clients.
Since then, Mr. Boelter has been recognized by Viridian as an essential member to its team, serving clients in the greater Puget Sound as well as across the nation and authoring articles for MarketWatch.

Viridian Names Matthew Boelter Partner

SEATTLE, July 2, 2018 /PRNewswire/ -- Viridian, a rapidly growing wealth advisory firm in the Puget Sound region, announced today that Matthew Boelter was recently named partner.

Matthew Boelter - Financial Advisor and Partner

"I am delighted to announce that Matt has chosen to merge his practice with our firm" said Adriel Tam, CEO of Viridian. "Matt brings incredible energy and skills to the client's he serves."

In his role as partner, Boelter will continue to work closely with his existing clients while also providing his extensive understanding of Boeing, Microsoft and Amazon's employee benefit plans to Viridian's existing financial planning team and clients.

Mr. Boelter started his own independent practice, originally partnering with Voya. In late 2017 he partnered with Viridian because of the people, infrastructure, the ability to better serve clients, but most importantly because of the shared common belief in how they put clients first. Since then, Mr. Boelter has been recognized by Viridian as an essential member to its team, serving clients in the greater Puget Sound as well as across the nation and authoring articles for MarketWatch. Mr. Boelter grew up in Poulsbo, Washington and took an early interest in finance when he began trading stocks in 10^th grade.

"We know the future of Viridian is bright with the addition of Matt to the team, he is an incredible talent addition to an already deep team," added Marcus Dusenbury, one of Viridian's founding partners.

About Viridian
Viridian is an independent employee-owned firm providing comprehensive financial planning, investment management, tax planning and preparations services to individual, families and closely held businesses.

ViridianAdvisors.com

Financial Planning and Investment Management services offered through Viridian RIA, LLC. Assurance, Tax, Consulting, Accounting services offered through Viridian Tax and Accounting, Corp.

Media Contact: Lyceus Group
Tucker Slosburg
Phone: 206.652.3206
[email protected]

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SOURCE Viridian