About Us
We have the knowledge, training, and backing to help our clients succeed financially. Our goal is to provide superior client service. A long-term relationship is built on the trust earned through integrity, hard work and service.
Jason Finnigan
- Partner
Jason Finnigan
- Partner
Baseball legend and Hall of Famer Ted Williams was once quoted as saying, “I’ve found that you don’t have to wear a necktie if you can hit.” For a kid who once dreamed of playing in the Major Leagues, it is hard for me to admit that I now wear a necktie almost every day!
Born and raised in Tacoma, Washington, my wife Aimee and I settled in her hometown of North Bend, Oregon in 1994. The quality of life that our community offers makes it a wonderful place to raise our two daughters, Hailey and Maddie.
My favorite activity is spending time with my family. In spare time I also enjoy Crossfit, distance running, and I've spent many years coaching my daughters’ various sports teams. And although I never made it to the Major Leagues, I hope to apply my skills as a wealth advisor towards helping others reach their (financial) dreams.
Professional Details
• 2014- Present: HighRoad Wealth Advisors
Founding Partner
Coos Bay, OR
• 1996 - 2014: Morgan Stanley
Vice President
Financial Planning Specialist
Coos Bay, OR
• 1994 - 1996: American General Corp
Financial Representative
Coos Bay, OR
• Bachelor of Arts - Economics, 1992
University of Puget Sound
Tacoma, WA
• Series 7 - NYSE/NASD Securities Registration, 1997
• Series 63 - State Securities Registration, 1998
• Life Insurance & Annuity License, 2000
Born and raised in Tacoma, Washington, my wife Aimee and I settled in her hometown of North Bend, Oregon in 1994. The quality of life that our community offers makes it a wonderful place to raise our two daughters, Hailey and Maddie.
My favorite activity is spending time with my family. In spare time I also enjoy Crossfit, distance running, and I've spent many years coaching my daughters’ various sports teams. And although I never made it to the Major Leagues, I hope to apply my skills as a wealth advisor towards helping others reach their (financial) dreams.
Professional Details
• 2014- Present: HighRoad Wealth Advisors
Founding Partner
Coos Bay, OR
• 1996 - 2014: Morgan Stanley
Vice President
Financial Planning Specialist
Coos Bay, OR
• 1994 - 1996: American General Corp
Financial Representative
Coos Bay, OR
• Bachelor of Arts - Economics, 1992
University of Puget Sound
Tacoma, WA
• Series 7 - NYSE/NASD Securities Registration, 1997
• Series 63 - State Securities Registration, 1998
• Life Insurance & Annuity License, 2000
Contact
Josh Snoddy
- CPA
- Partner
Josh Snoddy
- CPA
- Partner
I am happily married to my wife Shannon and have three sons; Braydon, Trenton and Gavin. My family is extremely important to me and I make spending time with them a top priority.
I am also very active within my church and within the community. I try to match my interests with my philanthropic activities (my faith, education and sports).
I am a licensed CPA (non-practicing) and spent approximately 5 years in public accounting as a tax specialist. This experience not only provides an excellent foundation for wealth planning, it provides our group with in-house expertise that enables us to provide investment strategies designed to help grow our client's wealth in the most tax-efficient manner possible.
Professional Details
• 2014- Present: HighRoad Wealth Advisors
Founding Partner
Coos Bay, OR
• 2007 - 2014: Morgan Stanley
Financial Planning Specialist
Financial Advisor
Coos Bay, OR
• 2004 - 2007: Hough, MacAdam & Wartnik, LLC
CPA & Tax Specialist
North Bend, OR
• 2003 - 2004: Wall & Wall, PC CPAs
Accountant
Coos Bay, OR
• Bachelor of Science - Business Administration / CPA Track, 2004
Eastern Oregon University
La Grande, OR
• Certified Public Accountant (CPA), 2005
Oregon
• Series 7 - General Securities Representative, 2008
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2008
• Kingsview Christian School
Board of Directors
North Bend, OR
• American Institute of CPAs
• K.E. McKay's Market, Inc.
Board of Directors
Coos Bay, OR
I am also very active within my church and within the community. I try to match my interests with my philanthropic activities (my faith, education and sports).
I am a licensed CPA (non-practicing) and spent approximately 5 years in public accounting as a tax specialist. This experience not only provides an excellent foundation for wealth planning, it provides our group with in-house expertise that enables us to provide investment strategies designed to help grow our client's wealth in the most tax-efficient manner possible.
Professional Details
• 2014- Present: HighRoad Wealth Advisors
Founding Partner
Coos Bay, OR
• 2007 - 2014: Morgan Stanley
Financial Planning Specialist
Financial Advisor
Coos Bay, OR
• 2004 - 2007: Hough, MacAdam & Wartnik, LLC
CPA & Tax Specialist
North Bend, OR
• 2003 - 2004: Wall & Wall, PC CPAs
Accountant
Coos Bay, OR
• Bachelor of Science - Business Administration / CPA Track, 2004
Eastern Oregon University
La Grande, OR
• Certified Public Accountant (CPA), 2005
Oregon
• Series 7 - General Securities Representative, 2008
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2008
• Kingsview Christian School
Board of Directors
North Bend, OR
• American Institute of CPAs
• K.E. McKay's Market, Inc.
Board of Directors
Coos Bay, OR
Contact
Paula Worthen
- Administrative Manager
Paula Worthen
- Administrative Manager
Paula Worthen serves as our Administrative Manager. Prior to her role at HighRoad Paula worked for us in a similar capacity at Morgan Stanley for 15 years.
Paula holds the Series 7 General Securities Registration and brings with her a wealth of knowledge and experience related to the administrative side of our businesss. She also exemplifies the type of character and values that are important to us here at HighRoad.
Paula graduated from North Bend High School and has lived her entire adult life on the South Coast. Once a long-time season ticket holder, Paula is an avid fan of the Oregon Ducks football team.
Paula holds the Series 7 General Securities Registration and brings with her a wealth of knowledge and experience related to the administrative side of our businesss. She also exemplifies the type of character and values that are important to us here at HighRoad.
Paula graduated from North Bend High School and has lived her entire adult life on the South Coast. Once a long-time season ticket holder, Paula is an avid fan of the Oregon Ducks football team.
Contact
Nathan Kahler
- Registered Associate
Nathan Kahler
- Registered Associate
Born and raised in North Bend, Oregon, Nathan graduated from North Bend High School in 2011. He earned a Bachelor of Science degree in Finance at Portland State University in 2015, graduating Summa Cum Laude. After starting his career in Portland, he jumped on the opportunity to return to North Bend and join HighRoad while re-establishing his roots in the Bay Area.
Nathan's spare time is often spent with family, friends, and his wife, Hannah. He enjoys singing, he's a lifelong tennis player, and he always loves to travel and experience the outdoors. You can frequently find him singing on stage at the Liberty Theater in North Bend or hiking along the beach.
Professional Details
• 2016 – Present: HighRoad Wealth Advisors
Registered Associate
Coos Bay, OR
• 2016: LPL Financial
Financial Advisor
Portland, OR
• 2014 – 2015: LPL Financial
Assistant to Financial Advisor
Portland, OR
• Bachelor of Science – Business Administration / Finance, 2015
Portland State University
Portland, OR
• Series 7 – General Securities Representative, 2016
• Series 66 – Combined Investment Advisory Agent & Uniform State Exam, 2016
• Life & Health Insurance Licenses, 2015
Nathan's spare time is often spent with family, friends, and his wife, Hannah. He enjoys singing, he's a lifelong tennis player, and he always loves to travel and experience the outdoors. You can frequently find him singing on stage at the Liberty Theater in North Bend or hiking along the beach.
Professional Details
• 2016 – Present: HighRoad Wealth Advisors
Registered Associate
Coos Bay, OR
• 2016: LPL Financial
Financial Advisor
Portland, OR
• 2014 – 2015: LPL Financial
Assistant to Financial Advisor
Portland, OR
• Bachelor of Science – Business Administration / Finance, 2015
Portland State University
Portland, OR
• Series 7 – General Securities Representative, 2016
• Series 66 – Combined Investment Advisory Agent & Uniform State Exam, 2016
• Life & Health Insurance Licenses, 2015
Contact
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