Abrahamson Wealth Advisors

Columbia Associates Financial Group was founded by Doug MacLardy in Vancouver, Washington, in 2005 when he was affiliated with LPL Financial. His tenure in the financial industry dates back to 1985 and includes firms such as Raymond James Financial Services, LPL Financial, and ING Financial. The company expanded in 2019 and Columbia Associates Wealth Management Group was formed by founding members Doug MacLardy, Tim Smith, and Robert Musante. Drawn by its client-first culture, Columbia Associates Wealth Management Group joined Concurrent Advisors in 2023. Visit our affiliate office at 16508 SE 24th Street, Suite 201, Vancouver, WA 98683.

About Firm Scott Chambers and Brian Lawrence founded Headwater Investment Consulting in 2004. Prior to forming the company, both Scott and Brian operated as independent investment advisors. In 1988, Scott earned a Ph.D. from UC Davis. He originally began managing client money in 1998. Scott is also a professor of finance at Linfield College, where he pursues an active research program in issues confronting endowments and foundations. Previously, Scott served as Linfield College's Vice-President for Finance and Administration, overseeing the College's financial systems, business operations, facilities, risk management, human resources, and investment management functions. He spent 1997-98 in England at the Nottingham Business School as a Visiting Fellow of Finance. Scott has taught investments over the satellite educational broadcasting network, Ed-Net, and frequently speaks at national conferences on investments and asset management. At Headwater Investments, Scott primarily oversees portfolio strategy, client service, and client development. Brian earned his B.S. in finance and economics from Linfield College in 1999. A member of the CFA Society of Portland, Brian earned his charter in 2002. Since 1999, Brian has worked as a Registered Investment Advisor, assisting individuals and institutions. As an analyst and portfolio manager, he directly managed asset allocated portfolios and initiated research into individual securities and pooled investments. Most recently, Brian owned and operated Lawrence Investment Management, an independent investment management company. At Headwater Investments, Brian assumes most of the day-to-day responsibility: monitoring portfolios, trading, responding to client inquires, and research. In 2007, Amy earned her BA in finance and religious studies from Linfield College. She then joined Holiday Retirement, an independent senior living management company, located in Salem, Oregon. As a financial analyst, she reviewed monthly and quarterly financials, created annual budgets, monitored monthly expenses and revenue and provided support to the executive team. Currently, Amy is in the MBA program at Willamette University and is looking forward to graduation in 2011. Amy joined Headwater Investments as an associate portfolio manager in February 2010.

Northwest Securities in Portland offers a range of financial services, including family office management, wealth transfer strategies, and comprehensive financial planning. Their team of experts specializes in creating personalized financial roadmaps for clients, covering areas such as retirement planning, investments, and wealth management. With a focus on providing tailored solutions, Northwest Securities serves as a trusted wealth advisor, offering valuable insights and guidance to help clients achieve their financial goals. Whether seeking wealth advise or long-term financial planning, Northwest Securities is dedicated to helping individuals and families secure their financial future. Generated from their website's infomation