Broker Check

Team

We have built a highly skilled financial team to serve our discerning client base. Our top priority is to assist each client in reaching their goals through a collaborative approach applying our experience, knowledge and wisdom. We are committed to service throughout each client's lifetime with a focus on trust, integrity and excellence. This has been our pledge since we helped our first client in 1986.

 

Paul R. Ried, MBA, CFP®

Founder and President

(425) 646-6777

(425) 451-2453

Paul is Founder and President of Paul R. Ried Financial Group, LLC. In this role, he provides leadership to the firm as well as advises clients in the planning process. Paul is passionate about helping clients achieve and maintain an...

Read more

Timothy R. Kimmel, CFP®

Chief Financial Advisor

(425) 646-6777

(425) 451-2453

Timothy R. Kimmel joined Paul R. Ried Financial Group, LLC in 1993. He graduated from Westmont College with a BA degree in Business and Economics.

Read more

Adam Jordan, CIMA®, AAMS®

Director of Investment Research & Management

(425) 646-6777

(425) 451-2453

As Director of Investment Research and Management, Adam’s responsibilities include developing, implementing and monitoring our client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth...

Read more

Kelly is a Personal Financial Advisor at Paul R. Ried Financial Group. In this capacity, he provides advice and counsel to clients in the planning process as well as conducts client planning and review meetings. Kelly also serves as...

Read more

Jason Miller

Associate Account Manager / Registered Representative

(425) 646-6777

(425) 451-2453

Jason’s primary role is account implementation and process as well as serving as a focal point for client communication regarding their investment accounts and tax issues. This includes assisting in securities trading. His favorite...

Read more

Tige Oleksy

Compliance and Operations Manager

(425) 646-6777

(425) 451-2453

Tige serves as Compliance and Operations Manager. Tige wears many hats in his role. Managing the back office operations and full compliance process, he oversees the firm’s audit program which makes Tige’s role a vital part of the team....

Read more

As Front Office Administrator and Assistant to Paul Ried, Kim Beauregard is responsible for maintaining advisor schedules, managing incoming client communication as well as supporting special projects. In addition to being diligent and...

Read more

Lucy Beppu, CFP®

Personal Financial Advisor

425-646-6777

425-451-2453

Lucy Beppu is a Personal Financial Advisor at Paul Ried Financial Group. She has been a member of the team since 2005. Lucy began her career in the financial services industry as a securities broker prior to joining the Team at Paul R....

Read more

Stanley Woodrome

Records Management Specialist

425-646-6777

Stanley Woodrome serves as the Records Management Specialist in the Operations and Compliance Department. In this role he ensures the security, compliance and retention of records. He also prepares client specific reports for each...

Read more

Darren Dindinger

Client Services Associate

425-646-6777

425-451-2453

Darren is a Client Services Associate at Paul R. Ried Financial Group. After earning his Bachelor of Science in Economics from Western Oregon University he worked as a Registered Representative and Life Insurance Agent in the Portland,...

Read more

Glenda Gregory

Administrative Support

(425) 646-6777

(425) 451-2453

Glenda Gregory has been with the firm since June 2007. She is currently serving as Administrative Support and taking on new responsibilities preparing reports related to client meetings with the firm, with plans to add to her...

Read more

Betty Soward serves as Bookkeeper and company Notary. She tracks company revenue and expenses as well as prepares the internal company financial statements. In her role, she is responsible for all activity in the Accounting Department...

Read more