Cody Martinell

Are you part of Generation X and feeling overwhelmed by the pressures of saving for retirement while balancing family responsibilities and career demands? Unleashed Financial LLC specializes in providing tailored financial solutions for Gen Xers like you to help ease those burdens. We understand the unique challenges you face, and we're here to help you navigate them: • Caring for aging parents? We factor that into your financial plan. • Supporting children? We'll help you balance their needs with your retirement goals. • Preparing for longer life expectancies and rising healthcare costs? We'll help you plan for these increasing expenses to ensure a comfortable retirement. That's why we offer a comprehensive suite of services designed to address these challenges head-on and benefit you directly: • Retirement Planning: Get a personalized roadmap that confidently guides you toward your financial goals. • Investment Management: Benefit from tailored strategies to grow and protect your assets, ensuring alignment with your financial goals. • Wealth Management: Experience complete financial well-being through our holistic solutions that integrate investment, financial planning, and risk management. As a fiduciary advisor, Unleashed Financial LLC is ethically bound to put your interests first. We operate with a transparent fee structure and no hidden costs, so you can trust that our advice is always in your best interest. Schedule a complimentary 30-minute consultation to discuss your needs and how we can help you secure your financial future. Let's work together to navigate the complexities of retirement planning and build a solid financial foundation for a comfortable and secure retirement.

Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. She has also seen how that plan can be tested with health concerns and a global pandemic. Katy helps women, their families, and anyone historically underserved by the financial industry use money to live the life they want. She enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices. Prior to being a financial planner, Katy spent a decade in teaching and independent consulting focused on “data for do-gooders.” She completed a BS in Mathematics at the University of Texas at Austin and a financial planning certificate with Boston University. She holds a Ph.D. in Applied Mathematics from Princeton University, where she was a National Science Foundation Graduate Research Fellow. While teaching, Katy gravitated to the “guide on the side” model of teaching, rather than the “sage on the stage” model. This is a great fit in financial planning, where Katy provides gentle support on the side. She continues to teach finance and business classes at Southern New Hampshire University. Katy volunteers with non-profit organizations that support children, family health, and education through board and committee work. She previously served in AmeriCorps offering financial support services for people with low income or developmental disabilities. She serves as a volunteer tax preparer, though you can’t pay her enough money to do your taxes. Katy loves living in the Pacific Northwest. On clear nights, you’ll find her in the backyard with a telescope and her dog by her side. Sometimes her multigenerational family joins her outside, too.

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Alex Cormier is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work toward their financial goals through retirement planning and investment guidance. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. His experience encompasses retirement planning and investment guidance, reflecting a commitment to supporting clients' financial objectives. Outside of his professional role, Alex has interests in art, family activities, golf, outdoor adventures, parenthood, and pets.