Our Financial & Insurance Professionals
Based in Tacoma, Washington, Senior Retirement Advisors is state registered investment firm offering comprehensive asset management, financial, wealth and retirement planning services. Our team of experienced professionals use our knowledge and unique backgrounds to develop a holistic approach for each of our clients so can help best meet your retirement needs and objectives.
Janet Pack
Owner & CEO, Certified Financial Fiduciary®
With 37 years of experience working with retirees and pre-retirees, Janet specializes in complete, holistic retirement plans.
Janet understands that today’s markets can be turbulent and puts an extra emphasis on ensuring returns outpace inflation, which guarantees income for life. Janet understands Health Care and its significant risk and cost to many retirees. Therefore, Medicare and Long-term Care issues are addressed with unique and sometimes uncommon solutions. Taxes are also a unique consideration, as well as their relation to income and assets.
She has guided thousands of families thru the process of retirement and asset transference. In the advisor world she is unique, as she understands that every person has their own specific needs, goals and desires for their retirement plan. That’s why she creates plans that are specifically designed for each individual client and/or situation.
Janet’s main objective is to help inform her clients. She believes that knowledge equals power, and she believes in empowering her clients, so they feel confident in making the right decision for themselves and their families.
Janet acts as a fiduciary, making decisions with your best interests in mind and disclosing conflicts of interest. She is extremely accomplished with years of experience in all forms of planning for retirement.
Her Sunday radio show “Smart Retirement Radio” has topped the charts in the Seattle area for 5 years. Rachel Matthews
Executive Financial Assistant
Rachel Matthews is Senior Retirement Advisor’s dedicated Executive Financial Assistant. She brings an outstanding level of precision and professionalism to her role. Her commitment to delivering exceptional service to clients is rooted in her core values of trustworthiness, organization, and problem-solving.
Rachel has a strong educational background, graduating two years early with the highest honors from Johnson & Wales University in Denver, CO. Rachel’s time at university helped her develop a strong foundation in analytical thinking, project management, and client relations – skills that she now applies to her role at Senior Retirement Advisors.
As a person who values structure and attention to detail, Rachel is driven to streamline operations and improve processes wherever possible. She approaches each challenge with enthusiasm and a strong desire to achieve the best outcomes for clients, ensuring their needs are met with the highest level of professionalism.
Rachel’s organizational skills, combined with her desire for continuous improvement, make her a standout professional in the field. She is motivated by the opportunity to enhance processes, solve problems, and contribute to the success of both her team and the clients she serves.
At Senior Retirement Advisors, Rachel is dedicated to ensuring clients receive the highest level of care and attention. Her goal is to approach every interaction with efficiency, professionalism, and a focus on creating long-lasting, trusted relationships. Chanel Clayton
Executive Assistant
With a Master’s degree in Industrial/Organizational Psychology and over 8 years of experience in Admin./HR roles, Chanel Clayton brings a wealth of expertise to her position as Executive Assistant at Senior Retirement Advisors. She is dedicated to optimizing organizational efficiency and fostering strong relationships with clients and colleagues. Chanel combines her knowledge of psychology with her strong administrative skills to contribute to the success of the team, ensuring smooth operations and exceptional service delivery. Chanel’s unique background allows her to approach her role with a thoughtful and detail-oriented perspective, always striving to improve processes and create a positive impact within the workplace. She grew up in Irvine, California and went to Chapman University for her Bachelor’s degree, and spent time working in Newport Beach, California. Strategic Alliances
MICHAEL BINGER, CFA®
President of
Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of
Gradient Investments, LLC
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
ANNIE N. ARBENZ,
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.