Meet Our Team

Rachel
Wagner

When I was growing up, back when there were only four channels on TV, all activity would cease on Friday evening while my Dad watched PBS Wall Street Week. This was possibly the driest show on television, with grey-faced old men spouting incomprehensible jargon, accented with terrible puns. It was a strange choice for a favorite program, given my Dad was a steelworker with five children and no money to speak of. My older siblings mostly found other things to do on Friday nights. I quickly learned that if I watched along with him, I would get my Dad all to myself.

Fast forward to my time in college and afterward at a New York consulting firm. It seemed I was surrounded by people with money who understood what to do with it. As a scholarship kid with few resources, it was all a mystery to me. In the back of my mind, I resolved to figure it out. I did during the course of my first career in Corporate America.

After starting a family, I longed for a more flexible career. That is when the idea re-emerged to combine my planning skills with investment management. I have been happily working with families and small business owners ever since. The idea that I can help others “crack the code” motivates me every day!

P.S. When he retired, my Dad got himself a portfolio of Utility stocks that he watched every day with great satisfaction.

 

A Few Highlights

  • MBA Stanford University
  • BA Economics, magna cum laude, Yale University
  • 15+ years in Corporate Finance and Planning
  • FINRA Registrations: Series 7, 66, and 24, held through LPL Financial
  • California Life & Health Insurance License #OF31367
  • Member, Financial Planning Association

Ben
Birkner

Ben wears several hats for our team, focusing on technology, strategy, and social responsibility. Ben has extensive experience in analytics, software and sales. He is helping to ensure we continue to grow an ethical and environmentally sound practice. Ben originally comes from Charleston, South Carolina. In his free time, he enjoys cooking feasts and hosting gatherings for his friends. His specialties are Chicken Toscana and a mean Bolognese.

 

Jessica
Arendt

Jessica Arendt is the Principled Solutions Administrative Assistant and helps us with any number of administrative and client management tasks. Jessica was born and raised in Iowa where she lives on a family farm with her husband, daughter, and son. She and her family take every chance to be outside and enjoy the scenery.

 

Claire
Propsting

Claire heads up our marketing and communications efforts. She is a writer, editor, and communications professional with over a decade of experience. She specializes in digital communications and strategy. Claire originally hails from Chicago, and works with Principled Solutions from the East Coast. Her three young sons and husband prevent her from having any free time but she assumes she’ll be able to take up some new hobbies at some point in 2030.

 

Joan
Fuetsch

Joan Fuetsch founded Principled Solutions in 1985, after a successful (and adventure-filled) career as a flight attendant for Pan American World Airways and United Airlines. Now retired from the firm, Joan is an active philanthropist; she has served on the Boards of Directors of the Peninsula Humane Society, Challenge to Learning, and Riecken Foundation. Joan is a long-time member of the Woodside / Portola Valley Rotary Club. Her most current interest is in bringing digital educational content to remote villages in Latin America. Having travelled (almost) everywhere in the world, Joan has settled on Antigua, Guatemala as her new home.

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer, an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and approximately 700 financial institutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. Learn more about LPL here.

CONTACT US

PRINCIPLED SOLUTIONS IS BASED IN SAN FRANCISCO
415 375 3750

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