William B Newkirk FA, Richard H Reith FA, Laura A Nelson FA, Cecile Baggenstos SRA,

At  Columbia Crest Financial Advisors we are fortunate that our clients have entrusted us with the privilege and opportunity to not only share in their lifetime dreams and goals, but the ability to assist them in the realization of those dreams and goals as well as creating a legacy for them.

We work with a successful group of businesses, individuals, and families with long term goals of helping your family thrive and prosper from one generation to the next.  Our objective in working with you is that you will understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial objectives.  

Our team has a combined 55 years of multigenerational experience in the financial industry.  In our office we use a team approach that enables us to strategize together to meet our clients expectations and needs. Whether it is investing, minimizing taxes, retirement planning, wealth preservation, or leaving a legacy we work together for you.  

Everything we do, we do with you in mind, giving you fast easy access to your accounts, market performance and data, financial calculators, financial education, and a great deal more.  Bookmark us to your ‘favorites’ as we frequently update our information and wouldn’t want you to miss any developments that you may find valuable.