[WSBAPT] Referral for financial advisor

[Lovie Bernardi]

Thanks!

Sent from my iPhone

On May 5, 2017, at 12:37 AM, Jennifer Sohn <jennifer at sohn-law.com<mailto:jennifer at sohn-law.com>> wrote:


Dean Bennion

Managing Partner

Kimball Creek Partners

206-508-6442

35 100th Ave NE

Bellevue, WA 98003

dean at kimballcreekpartners.com<mailto:dean at kimballcreekpartners.com>

[https://ipmcdn.avast.com/images/icons/icon-envelope-tick-round-orange-animated-no-repeat-v1.gif]<https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=icon>    Virus-free. www.avast.com<https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=link>

On Thu, May 4, 2017 at 6:33 PM, Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com>> wrote:
Thanks!

Sent from my iPhone

On May 4, 2017, at 5:51 PM, Jay DeMers <jay.demerslawfirm at gmail.com<mailto:jay.demerslawfirm at gmail.com>> wrote:

My guy is Rick Mangan 206-441-1980<tel:(206)%20441-1980>.  Jay


On Thu, May 4, 2017 at 12:27 PM, Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com>> wrote:
Listmates,

I’m looking for a referral for a financial advisor. Client is a small business owner seeking a financial advisor to advise the participants in a 401(k) plan.

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616<tel:(206)%20682-2616>

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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--

Best regards,



Jennifer Y. Sohn

Attorney at Law

(Licensed in CA and WA)

Sohn Law PLLC

10900 NE 4th Street, Suite 1850

Bellevue, WA 98004

Tel: 425.522.3861

Fax: 425.732.9748

Email: jennifer at sohn-law.com<mailto:jennifer at sohn-law.com>

http://www.sohn-law.com<http://www.sohn-law.com/>



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