We believe in building trusted relationships.

Our Values

Columbia River Advisors is committed to creating “purpose” for your wealth. We help you create, defend and preserve legacies with our deeply rooted principles: Family, integrity, discipline, patience, creativity and giving back.

Ben Addink

Managing Member & Head of Investment Committee
Office: (253) 589-1401
Email

What I do here:
I manage New Business Development initiatives for Columbia River Advisors and serve as the Chief Financial Officer…Read More

Adam Zimmerman, ChFC®

Chief Investment Officer & Financial Advisor
Office: (425) 401-7220
Email:

What I do here:
I help people make their money work for them. My expertise is tailoring an exact fit for each family’s strategy and portfolio implementation. Read More

Donald Foy

Financial Advisor
Office: (206) 409-0435
Email

What I Do Here:
As a Financial Advisor, I manage my client relationships…Read More

Julie Morrison

CCO, Operations Manager
Office: (253) 589-1401
Email

What I do here: As the Ops Manager, I oversee and coordinate key aspects of the client experience throughout the firm and am involved in various back-office operations.
…Read More

Jessica Trachuk

Client Services Manager
Office: (253) 589-1401
Email

What I do here: As part of the Client Services team, I am responsible for client requests, processing account paperwork, and providing support to the advisors.
…Read More

Nanea Kalama

Client Services
Office: (253) 589-1401
Email

What I do here: I work in client services for Columbia River Advisors and Summit Tax Services. I am the first face you will see at our Tacoma location.
…Read More