We have built a highly skilled financial team to serve our discerning client base. Our top priority is to assist each client in pursuing 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 Paul helped his first client in 1986 and will continue to be our pledge for all the years to come.
Paul R. Ried, MBA, CFP® |
Timothy R. Kimmel, CFP® |
Adam Jordan, CIMA®, AAMS®, IACCP® |
Kelly Kolstad, JD, CFP® |
Tige Oleksy |
Emily Wang |
Georgian Maloy |
Ken Powell, CFP® |
Jason Miller |
Stanley Woodrome |
(425) 451-2453
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.