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.

Matt Keefe

Co-Managing Partner, Chief Investment Officer
Office: (253) 589-1401
Email:

What I do here:

As a Senior Financial Advisor and member of the investment committee, my role involves managing client relationships, helping to lead the firm’s business…Read More

Ben Addink

Co-Managing Partner, Chief Financial Officer
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®

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

Tonja Lombroia

Client Services
Office: 253-589-1401
Email

What I do here:
As part of the Client Services team, I am responsible for client requests, processing…Read More

Julie Morrison

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

What I do here: As the head of the Client Services team, I oversee aspects of the client experience. I am involved in client meetings, company…Read More

Jessica Borishkevich

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. My role
…Read More