Our Team

Meet who you'll be working with

Trust and understanding are the foundations of our firm. With over 25 years of experience we currently have on $300m+ of assets placed under management , with 1/3 of our clients now in the distribution phase of retirement. While we welcome all types of client situations, we prioritize working with clients that value a true relationship in all areas of wealth management. Our top clients are those we communicate with on an ongoing basis, about all things in life, not just their investment portfolio. While our bottom line is driven by managing investments, the WHY behind our firm is seeing each and every individual that we work with successfully live out their goals in life. The 1st inning becomes the 9th inning quickly, let’s enjoy it to the fullest.

Loren Lo RICP®

Advisor / Managing Partner

Loren grew up in Bellevue and graduated from the University of Washington in 2011. After graduating, he interned with JPMorgan in Hong Kong. He returned to the States and joined Equitable in January of 2013. Loren maintains his Series 7, 24, 63, and 65 FINRA licenses as well as RICP® and Retirement Planning Specialist designation. He has been featured in Seattle Magazine as a Five-Star Wealth Manager and is currently the Senior Vice President of the Pacific Northwest Equitable branch and a founding partner of Retirement Path Advisors. Outside of helping his clients navigate retirement, he enjoys spending time with his 2-year-old daughter, wife, and their 2 dogs in the mountains.

John Thackray

Advisor / Partner

John is a dedicated financial advisor with a robust background in international business and a passion for guiding clients toward achieving their retirement goals. He pursued a dual degree in International Business and Spanish at Washington State University, graduating in 2020. He also grew up attending Spanish immersion school where he became fluent in Spanish. This academic foundation, combined with his commitment to personalized client service, has been instrumental in his career success.

Shortly after completing his studies, John joined Equitable, where he honed his skills in financial planning, particularly focusing on clients within 10 years of retirement. As a founding partner of Retirement Path Advisors, John continues to guide clients through the complexities of retirement planning, ensuring they have the strategies in place to enjoy a secure and fulfilling future. His approach is characterized by personalized service and a deep understanding of each client's individual needs and aspirations.

Outside the office, John spends his time exploring the natural beauty of Washington and traveling to countries all over the world. He is an avid skier, wake surfer, and hiker, finding balance and inspiration in the great outdoors.

John holds his Series 7, 63, 65 licenses.

Nick Rudholm

Advisor / Partner

Nick is a financial advisor dedicated to building meaningful client relationships grounded in trust, purpose, and a deep understanding of what matters most. His mission is to serve as a trusted partner through every stage of life—helping individuals and families pursue financial freedom with clarity and confidence.

Nick earned his Finance degree from Gonzaga University, where he first discovered his passion for retirement guidance. That same passion drives him today—taking the time to understand each client's unique goals and values, and translating them into a roadmap for long-term success.

A Pacific Northwest native, Nick was born and raised in Bellevue, WA. Outside the office, he's an avid outdoorsman—hiking, camping in Eastern Washington, and spending time on the golf course with friends, family, and clients. He has a genuine love for travel and discovering new restaurants and cultures. A semester abroad in Madrid during college deepened his appreciation for new experiences and left a lasting impression that continues to shape how he approaches both life and work.

Nick holds his Series 7, 63, and 66 licenses.

Susan Rudholm

Administrative Support

Affiliation / Custodian

Retirement Path Advisors combines the personalized attention of a retirement-focused boutique with the infrastructure of industry-leading firms including Equitable Advisors and LPL Financial.

Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors’ Financial Professionals.

This structure allows us to remain highly specialized and relationship-driven, while providing clients access to institutional-level investment resources, technology, custody, and operational support.

Our Planning Process

Incorporating all areas of your financial situation, including employee benefits, assistance understanding your federal benefits, potential inheritances through estate planning strategies, and other assets, debts and incomes that have a direct impact on the picture.
Cadence of reviews is determined by the client, 1-2 times per year for those with no immediate planning areas, 3-4 times per year for those on the doorstep of a life-changing event, and 5-6 times per year for those in the last 12 months of their career.
You will be working directly with Loren, John, and Nick, who will be a part of every review and line of communication. When necessary, we are happy to work with your professional team in Medicare, Estate, Tax, Real Estate, and Lending.
All service-related work is managed by our support staff in-house.
We strongly encourage meeting once every 5 years with your beneficiaries, so they are aware of the long-term plan.

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