John Hess-Yoder, JD, CFP®, Investment Advisor Representative, has been serving clients since 1995. John develops strategies to help provide clients with secure retirement. He helps clients save taxes and plan for the distribution of their estates according to their values. John has a law degree with a Certificate in Federal Tax Law from Lewis & Clark Northwest School of Law.
John Hess-Yoder is licensed to discuss with and/or offer financial services to residents of AZ, CA, DC, IA, ID, OR, TX, VA, and WA.
Doug Birch, MBA, CFP®, Investment Advisor Representative, has been with Retirement Security since 2005. Doug has experience in all areas of financial planning, but is particularly interested in helping clients in the ten years before and after retirement, when people are most prone to mistakes. Doug has been married to his wife Jennifer for over 20 years and has two daughters.
Doug Birch is licensed to discuss with and/or offer financial services to residents of OR, WA, ID and CA.
Beulah Hess-Yoder, M Ed, ChFC, CLTC earned her Master of Education degree from Tufts University. Beulah specializes in long term care insurance and represents multiple companies for this product. Her experience includes being a dietitian in various nursing homes and having a father who was dependent upon her mother for five years of care at home. She successfully navigated a long term care insurance claim on behalf of her mother who resided in a nursing home for 18 months.
Beulah Hess-Yoder is licensed to work with insurance products in OR, WA, and ID.
Alyson Hosler is a Client Service Representative with over ten years at Retirement Security, Inc. She earned her Bachelor of Arts from George Fox University. Alyson manages client accounts from set-up and maintenance to handling client concerns.