Operations Team

Allison Nathe

Director of Operations
allison@solomonfg.com

Allison joined Solomon Financial Group in 2014. She has over 15 years experience in the Financial Services Profession serving in almost every capacity. Prior to joining Solomon Financial, she worked for several large investment wire houses in almost every aspect of operations handling everything from Account Transfers, Account Service, Client Reviews, to Strategic Financial Planning and Portfolio Analysis to assist in recognizing client needs and goals and implementing solutions to meet them.

Allison holds an active Series 65 Investment Advisor License and is a University of Washington Business School graduate with a BA in Business Administration.

Client communication regarding new accounts, paperwork processing and account summation, and operational process support are but a few of the responsibilities that Allison is dedicated to securing for Solomon Financial Group and its clients.

Allison loves traveling, hiking, working out, and spending time with her large, close family.

Karin Solomon

Education and Marketing Director
karin@solomonfg.com

Karin joined Solomon Financial Group in September 2017. She has over 24 years experience in Education as a Mathematics, Robotics, PE, and Spanish teacher as well as training and coaching teachers in the use of Educational Technology. Prior to joining Solomon Financial, she worked on a University campus in the Innovative Media Production Studio as an elearning designer and education resource coordinator. She brings to our team vast experience in designing, organizing and delivering trainings and seminars. Her digital technology skills in marketing and building online presence will also be a great asset to our team.

She holds a BS in Secondary Education, a Master’s Degree in Educational Technology, and PRINCE II Certification in Project Management.

Karin loves spending time with her new husband (Dave!) and her family and friends in Leavenworth. Her passions include horseback riding, camping, hiking, traveling, snow skiing, teaching HIIT classes at the gym, and being silly with her two kids!

 

To schedule a time to discuss your retirement future, contact us at info@solomonfg.com or call us toll-free at (866) 338-1805.