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.
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
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
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
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