Our mission is to develop enduring relationships with clients and provide guidance for a lifetime of financial security.
Pillar Financial Group
At the Pillar Financial Group, we focus on the best interests of our clients to improve their lives and the communities we serve. Our core values of integrity, excellence, service, growth, and collaboration drive the work that we do and the relationships we build with our clients each and every day.
2021 Announcements from Pillar Financial Group
John Kip O’Kelley Joins Pillar Financial Group Retirement Plan Team
Effective April 1, 2021 John Kip O’Kelley and his team Drew Guiney, Ericka Skeldon, and Marla Freeman will join Pillar Financial Group’s existing Retirement Plan Team in Seattle, WA. Clients will continue to work with the same team, while gaining access to Pillar Financial Group’s high level of knowledge and service.
Pillar Financial Group has a deep bench of professionals who will help you and your participants achieve a Successful Retirement. John Kip O’Kelley’s team combined with Pillar Financial Group will have over 150 years of experience working with all types of 401(k), 403(b) and Defined Benefit Plans. Meet Pillar’s Retirement Plan Team.
Pillar’s Retirement Plan Team Continues Growth With Addition of Asher Portfolio Advisors’ Retirement Plan Book
In preparation for his own retirement, Steve Mehlig, owner of Asher Portfolio Advisors located in Beaverton, Oregon, has agreed to begin transitioning his Retirement Practice over to Pillar Financial Group beginning April 1st, 2021. Throughout the transition, Steve will continue to work with Pillar’s Retirement Plan team to serve his clients. As a result, Asher Portfolio clients will continue to receive all of the great services that Steve has provided while gaining access to the additional services and expertise that Pillar Financial Group brings to its Retirement Plan clients.
Kyle Trautmann and Rolf Trautmann Join Pillar Financial Group Retirement Plan Team
Kyle Trautmann came to Northwestern Mutual in January 2021 to run the Pillar Financial Group retirement plan division. With more than 12 years in the retirement plan industry for a recordkeeper, Kyle brings a deep understanding of both Qualified and Non-Qualified Plans to Pillar, offering the same level of knowledge and service on the corporate side that Pillar Financial Group provides on the individual wealth side.
Rolf Trautmann has extensive experience in the design and administration of Qualified and Non-Qualified Retirement Plans. He brought this expertise to Pillar Financial Group in January 2021 to build their Retirement Practice. His focus is helping clients structure their Plans to effectively meet their goals and objectives. Previously, Rolf worked as a Consulting Actuary running his own private business of 30 employees and 350 clients here in the Pacific Northwest.
The Hub Joins Pillar Financial Group
- In an effort to enhance the level of investment and retirement planning that we can bring to you, The Hub Financial Group (also affiliated with Northwestern Mutual) will become a part of Pillar Financial Group in January of 2021. We are confident that our 150+ years of combined experience in all areas of financial planning will bring tremendous value to you, our clients. Pillar Financial Group will now have offices in Seattle, WA, Gilbert, AZ, and Phoenix, AZ.
- Pillar Financial Group is one of the founding members of the newly-formed Northwestern Mutual Private Client Group – a specialized group of expert advisory teams who provide an elevated private wealth management experience for their clients. This partnership acknowledges our deep partnership with Northwestern Mutual and expertise in helping our clients navigate the unique complexities that come with substantial assets.
We’re grateful for the opportunity to continue to serve you with a team that is uniquely experienced and qualified to help you achieve your goals. We look forward to formalizing our partnership in January of 2021, at which point you will start to notice Pillar Financial Group, member of Northwestern Mutual Private Client Group reflected across our website and statements. Rest assured that our relationship with you will not change but will only grow stronger as we work together to help you achieve your goals.
We’re honored by your continued trust in us and look forward to the next time we meet.
Thomas W. Hubbard, CFP®, ChFC®, CLU®, CASL®
Wealth Management Advisor
Thomas's mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, Tom will help you prepare for the best- and worst-case scenarios and create a long-term relationship based on quality service and integrity. Tom has been a part of the financial services industry since 1981, has been serving as a Sr. Investment Specialist in Arizona since 1987, and now serves his clients as a Wealth Management Advisor as well. He has earned the Chartered Financial Consultant (ChFC®) and Chartered Financial Underwriter (CLU®) designations, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Thaddeus' passion is building trusting relationships and providing long term value. He has been with Northwestern Mutual for over 7 years, helping clients realize and prioritize their personal, professional, and financial goals, ensuring that the highest level of financial security is achieved. His mission is to know that once his clients have a secure foundation in place, their financial solutions may be strong enough and flexible enough to endure life’s constant changes. Thaddeus also takes pride in holding his clients to a higher level of accountability, so families can focus on what’s most important. Thaddeus and his wife Elizabeth have been married for 16 years. They live in Chandler Arizona, and love spending time with their 4 beautiful children Mackenzie, Kaylee, Payton and Jordan.