(206) 510-0266
About Our Business
What drives us can best be summed up by passion. We love what we do and are dedicated to working in the best interest of our clients. We want to educate others to become more financially confident so they can make better financial decisions to take care of themselves and their loved ones. With decades of experience, we aim to help you pursue your financial goals.
Our Mission
Our mission is to help protect our clients from the financial implications in life that don’t prepare them for the unexpected or for being able to live beyond their life expectancy.
Our focus is to help you gain financial confidence and realize new opportunities. We help you achieve this through our client-centered approach and make sure you are progressing toward your goals and receiving our custom-tailored recommendations.
Our Team
With decades of business experience, EnVia Financial associates are ready to help you pursue your financial goals.
Thomas P. Hajny, CFP®, CLU®, ChFC®
Investment Advisor Representative
Thomas P. Hajny started his career in Boston before moving to Seattle in 1988. He has more than 35 years of experience in the financial services industry. He focuses on helping clients to properly plan their financial future whether they are nearing or in retirement. He believes that educating clients and involving them in the different facets of the planning process is extremely important, especially to help them gain more confidence.
Carolina Montibelli, MSF
Chief Executive Officer
Carolina Montibelli, MSF, draws from her own experience in living the American dream, but only after years of overcoming personal and family obstacles, having a positive vision, and years of preparation and education. She wants to help clients plan their financial futures by sharing her knowledge and experience so they too can better understand their finances and feel more confident about planning in retirement.
_jp.jpg)
ReyMichael "Rey" Marquez
Insurance Advisor
Rey Marquez has more than 17 years of experience in the financial and insurance services industry and provides guidance and insurance education to his clients so they can be better prepared for the unexpected events in life and feel more confident throughout retirement.
He works in only the best interest of the client and helps them understand the insurance options they have, brings attention to the what-ifs in life and how to plan ahead, and makes recommendations for avoiding financial hardship.
