In our experience as financial advisors, there are rights and there are privileges. For instance, it’s our greatest privilege to work with clients who share their lifetimes dreams and goals with us. In return, our clients have the right to expect the very best service from our team, and we strive every day to meet that expectation.

We deeply value each opportunity we have to work with our clients and their families, especially when we can establish or build on a strong legacy. In our office, we use a team approach to collectively strategize and exceed the expectations of our clients.

Working With Us

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points.

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Our Investment Team

From the moment you sit down with us in our first meeting – whether your goal is educated investing, tax planning strategies, retirement planning, wealth preservation, leaving a legacy, or a combination of these objectives – you become a part of our team.

Let’s Get Started

Our single greatest accomplishment is helping you succeed financially, and we aim to do so through a comprehensive, diligent process that includes investment education and a discovery of your highest priorities. Contact us today to learn more or schedule a no obligation consultation.

Chehalis office

2540 NE Kresky Avenue
Suite A
Chehalis, WA 98532

360.740.6450

Roseburg office

1700 NW Garden Valley Blvd
Suite 105
Roseburg, OR 97471

541.671.2701
Columbia Crest Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, HI, IA, ID, MA, MN, MO, MS, MT, NC, NM, NV, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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