Our Team - Website

Meet The Professionals Who can Help You Purse Your Goals

We help individuals and families get closer to their ideal retirements.

Scott Harrison

Found – Managing Partner

Bryan Frutchey, RFC

Strategic Partner

Allan Argosino, MBA/BBA

Strategic Partner

Danielle Sandberg

Operations Manager

Joe Visinski

Strategic Partner

Andrew Cavsino, CFF®

Strategic Partner

Rick Sandberg

Insurance & Income Planning Specialist

Jo Dee Tribelhorn

Insurance Specialist

Chuck Sampair

Insurance Specialist

Mohsen Khodaverdi, EA

Strategic Partner | EA

Valada Harrison

Marketing Director

Mike Marshall

Insurance Specialist

Ready to Take the Next Step?

Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.

Our Locations

33400 9th Ave. S., #104
Federal Way, WA 98003

8400 E. Prentice Ave. Suite 800
Greenwood Village, CO 80111

6901 Professional Pkwy E Suite 200
Sarasota, FL 34240

Get In Touch

253.217.4726
contact@ccballc.com

Registration does not denote any level of skill or qualification. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Insurance services provided through Cascade Brokers Alliance, Inc.

The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

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Mohsen Khodaverdi, EA

Financial Advisor | EA | Tax Planner | Retirement Income Specialist

Mohsen Khodaverdi is a dedicated financial advisor specializing in retirement income

planning for pre-retirees and post-retirees. With a deep understanding of tax-efficient

retirement strategies, wealth preservation, and income distribution, he helps individuals

transition into retirement with confidence and financial security.

As an Enrolled Agent (EA) and Certified Tax Planner, Mohsen combines tax expertise and

financial planning to help clients minimize taxes, protect their assets, and ensure a sustainable

retirement income. His focus is on creating predictable and secure income streams while

mitigating market risk and optimizing tax strategies.

Core Services & Expertise:

✔ Retirement Income Planning: Strategies to convert assets into a reliable, tax-efficient

income stream.

✔ Tax-Efficient Wealth Distribution: Minimizing taxes on retirement withdrawals and Social

Security benefits.

✔ Asset Protection & Risk Mitigation: Ensuring financial security by reducing market

volatility exposure.

✔ Estate & Legacy Planning: Protecting wealth for future generations while reducing estate

taxes.

✔ Business Exit & Succession Strategies: Helping business owners transition their wealth

into retirement.

Mohsen has been actively engaged in financial services, tax planning, and investment

strategies for several years. His background includes working with asset managers, tax

professionals, and insurance executives, gaining deep insights into wealth management,

advanced tax strategies, and life insurance planning.

He takes a holistic approach—collaborating with CPAs, estate attorneys, and other

professionals—to deliver comprehensive and customized financial solutions. His strategic

use of tax-advantaged financial tools allows clients to maximize their wealth and maintain

financial independence throughout retirement.

Mohsen’s mission is to empower his clients with financial clarity, ensuring they enjoy

retirement without the fear of running out of money.

Outside of work, Mohsen enjoys spending quality time with family, staying engaged in his

community, and keeping up with the latest financial strategies to better serve his clients.

📞 Contact Mohsen Today to discuss a tailored retirement income strategy that works for

you!

Learn more here.

* Please be informed that strategic partners are from independent and unaffiliated third-party firms. RH Capital Advisors operates separately and maintains its distinct regulatory standing. Please be aware that RH Capital Advisors does not endorse or have control over the content, products, services, or information available on third-party websites.