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Team

Paul is the Founder and President / CEO 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...

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Tim is a Principal of Paul R. Ried Financial Group, LLC. In his role as Chief Financial Advisor, Tim advises clients in all phases of the pre- and post-retirement process. This begins with gaining a clear understanding of a client’s...

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

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Kelly is a Personal Financial Advisor at Paul R. Ried Financial Group, LLC, and a CERTIFIED FINANCIAL PLANNER™ professional. In this capacity, he provides advice and counsel to clients in the planning process as well as conducts client...

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Tige Oleksy

Compliance and Operations Manager

(425) 646-6777 ext. 1618

(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...

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Georgian Maloy

Associate Financial Advisor

(425) 646-6777 ext. 1622

(425) 451-2453

Georgian Maloy serves as an Associate Financial Advisor. In her role, she provides holistic, proactive financial planning enabling clients to pursue their goals with peace of mind.

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Ken Powell, CFP®

Associate Financial Advisor

(425) 646-6777 ext. 1623

(425) 451-2453

Ken Powell serves as an Associate Financial Advisor. In his role, he provides holistic, proactive financial planning enabling clients to pursue their goals with peace of mind.

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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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Stanley Woodrome

Account Specialist & Research Assistant

(425) 646-6777 ext. 1619

(425) 451-2453

Stanley serves as the Account Specialist & Research Assistant in Advisory and Investment Management. In this role, he assists with the preparation, review, and processing of new account paperwork to ensure documentation is fully...

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Rochelle is the Front Desk Receptionist at Paul R. Ried Financial Group, LLC. She is the face of the office and the first point of contact for any visitors. She is extremely kind, respectful, and professional. She has a very calm and...

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Oliver Valente

Client Service Associate

(425) 646-6777 ext. 1620

(425) 451-2453

Oliver joined Paul R. Ried Financial Group, LLC in 2023 as part of a select apprenticeship program and works as a Client Service Associate. He is also studying to become a CERTIFIED...

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Mylissa Schaefer

Client Service Coordinator

(425) 646-6777 ext. 1616

(425) 451-2453

Mylissa Schaefer is a New Client Coordinator at Paul Ried Financial Group, providing operational and client service support for both new and existing clients. Mylissa plays a key role in ensuring processes and procedures are executed...

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