Former Moss Adams Wealth Advisors COO/CIO Mark Jaeger Joins

Appropriate Balance

Bellevue, WA, March 17, 2011 --(PR.com)-- Appropriate Balance Financial Services, Inc. (ABFS) is
pleased to announce that Mark Jaeger, CFP®, ChFC®, AIF® has joined the firm as its Chief Operating
Officer and Chief Compliance Officer. In this role, Mr. Jaeger will be responsible for practice
management, technology, finance and compliance. As a former Chief Investment Officer, he also adds
significant depth and experience to the ABFS Investment Committee.

According to Bruce Yates, ABFS President, the firm is expanding its current client base, and Mr. Jaeger
strengthens the management team leading the firm forward. As Mr. Yates put it, “We are very excited and
honored to have someone of Mark's caliber and experience join us. He brings a broad range of skills that
help increase the depth of ABFS's leadership.” In the months ahead, Mr. Jaeger will oversee ABFS
operations, as well as assisting in the introduction and implementation of enhanced client service
programs and refining its investment alternatives.

Mr. Jaeger has over 30 years experience in the financial services and insurance industries. Recently, that
included the role of Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth
Advisors LLC. In that position, he was responsible for portfolio management, investment operations,
compliance, technology and financial management for the firm. He was the chair of the Wealth Advisors
Investment Committee and was the Investment Management & Consulting Technical Discipline Leader
which set investment standards and policies for the firm.

Mr. Jaeger began his financial services career in Seattle after graduating from the University of
Washington with a Bachelor of Arts Degree majoring in Economics. He spent 15 years in the San
Francisco Bay Area with a national insurance carrier before returning home to work for Moss Adams.

Mr. Jaeger is a Certified Financial Planner Practitioner (CFP®) and holds Chartered Financial Consultant
(ChFC®) and Accredited Investment Fiduciary (AIF®) professional designations. Mark also holds
FINRA Series 7, 24, 63 and NASAA Series 65 securities licenses.

About Appropriate Balance Financial Services:

Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange
Commission (SEC) Registered Investment Advisor and wealth management firm located in Bellevue,
Washington.

For over 26 years, ABFS has been assisting individuals and companies with their long-range financial
goals and objectives. ABFS provides expert investment management and advice. With more than $350
million under management for clients in 26 states, ABFS is large enough to achieve “institutional”
economies of scale, yet small enough to maintain an independent approach to investing. The firm is best
known for its focus on protecting investor wealth in bear markets.

For more information visit www.appropriatebalance.com or call 888-451-0499 (toll free).

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Contact Information:
Appropriate Balance Financial Services, Inc.
Mary Ann Ferreira
888-451-0499
maryann@abfsnw.com
www.abfsnw.com

Online Version of Press Release:

You can read the online version of this press release at: http://www.pr.com/press-release/306477

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