PlanMember Expands Its Reach with New Financial Center in Tacoma, WA

PlanMember Launches New Financial Center in Tacoma, WA



PlanMember has officially announced the opening of its newest independent Financial Center, Behm Financial Group, located in Tacoma, Washington. This strategic addition will be led by Ken Behm, a seasoned financial advisor who has been associated with PlanMember since 2006. His extensive experience in the financial services sector, coupled with a profound understanding of the Washington State pension system, positions him uniquely to support educators, administrators, and public employees in their financial journeys.

Ken Behm's decision to establish this independent center stems from his commitment to enhancing client relationships and fostering a collaborative environment for aspiring advisors. He highlighted the vast resources that PlanMember offers, which are essential in aiding the growth of financial enterprises. “By utilizing these resources, I can focus more on building solid relationships with clients while also mentoring the next generation of financial advisors,” said Behm.

The Expansion of PlanMember's Network



PlanMember has experienced significant growth in recent years, currently managing assets totaling over $17 billion. The organization has a robust presence across the nation, operating 50 independent Financial Centers in 26 states, with a goal of reaching 80 centers in total. This expansion illustrates the company's commitment to providing substantial support to financial advisors and their clients.

Jon Ziehl, President and CEO of PlanMember, expressed enthusiasm for Ken Behm’s initiative, stating, “We are excited to have Ken open and head our new Financial Center in Tacoma. His transition to this role is a logical and promising next step, and we believe it will enhance our service capabilities.”

A Focus on Financial Education and Client Relationships



Behm’s expertise will greatly benefit the Tacoma community, particularly in terms of financial education and retirement planning. His understanding of the intricate details of the Washington State pension system allows him to cater specifically to the needs of local educators and public employees, providing them with tailored financial guidance.

The opening of the Behm Financial Group signifies a crucial development for both the Tacoma community and PlanMember. By establishing a base in this vibrant area, PlanMember aims to deepen its relationships with clients, streamline financial planning, and offer mentorship to emerging financial professionals.

As an independent center, Behm Financial Group will not only focus on providing exceptional service but also fostering a culture of learning and development for new advisors. The goal is to create a supportive environment where both clients and advisors thrive.

Conclusion



With the launch of the new Financial Center in Tacoma, PlanMember is setting a precedent for growth and community engagement within the financial services sector. By prioritizing education, mentorship, and the client-advisor relationship, they aim to establish a legacy of well-informed financial decisions for future generations. This initiative underscores PlanMember’s mission to empower financial advisors and their clients alike, paving the way for a more robust financial future.

For more information about PlanMember and their financial services, visit their official website or connect with them on LinkedIn.

Topics Financial Services & Investing)

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