Bill Newkirk, Richard Reith, and Laura Nelson, Financial Advisors
 
Cecile Baggenstos, Senior Registered Associate

Silas Newkirk and Amber Buck, Client Associates

Team Photo

Your Goals and Dreams, Our Guidance

At Columbia Crest Financial Advisors, we appreciate that our clients have given us the privilege of sharing their lifetime dreams and goals. We value the opportunity to assist them in the realization of those dreams and goals as well as creating a legacy for them. In our office we use a team approach that enables us to strategize together to meet the needs and expectations of each of our clients. Whether your goal is educated investing, minimizing taxes, retirement planning, wealth preservation, leaving a legacy, or a combination of these opportunities, we work together for you.  

Our Qualifications

Our team has over 80 years combined experience in the financial industry. We will use our experience to create a financial strategy that is specific to your needs. Whether your goal is educated investing, minimizing taxes, retirement planning, wealth preservation, leaving a legacy, or a combination of these opportunities, we will create a plan that helps you achieve those goals.