Broker Check

Our 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®

Paul R. Ried, MBA, CFP®

Founder and President

(425) 646-6777
paulr@paulried.com

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...

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Timothy R. Kimmel, CFP®

Timothy R. Kimmel, CFP®

Chief Financial Advisor

(425) 646-6777
Timk@paulried.com

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.

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Adam Jordan, CIMA®, AAMS®

Adam Jordan, CIMA®, AAMS®

Director of Investment Research & Management

(425) 646-6777
Adamj@paulried.com

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...

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Kelly Kolstad

Kelly Kolstad

Personal Financial Advisor

(425) 646-6777
kellyk@paulried.com

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...

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Jason Miller

Jason Miller

Associate Account Manager / Registered Representative

(425) 646-6777
Jasonm@paulried.com

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...

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Tige Oleksy

Tige Oleksy

Compliance and Operations Manager

(425) 646-6777
Tigeo@paulried.com

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....

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Kimberley Beauregard

Kimberley Beauregard

Front Desk Coordinator

425-646-6777
kimb@paulried.com

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...

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Stanley Woodrome

Stanley Woodrome

Records Management Specialist

425-646-6777
stanw@paulried.com

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...

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Glenda Gregory

Glenda Gregory

Administrative Support

(425) 646-6777
Glendag@paulried.com

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...

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Betty Soward

Betty Soward

Bookkeeper

425-646-6777
bettys@paulried.com

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...

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