Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Oregon Advisors
Oregon Associates
Washington Advisors
Washington Associates
Adam MacDonald
Wealth Manager, Operations Manager
Alexander Reed, CFP® ChFC® RICP®
Wealth Advisor
Alex Reed is dedicated to his clients as their holistic Wealth Advisor. He often refers to his clients as “his family” due to the close relationships he develops. Honesty, diligence, and communication are the...
Alisa Howell
Administrative Assistant
Brian J. Campagna
Wealth Advisor
Brian earned his degree in Finance with a minor in Economics from the Lundquist College of Business at the University of Oregon. He enriched his academic experience by studying abroad in Australia and later traveled extensively through...
Cheryl Heltness
Client Service Associate
Cheryl is the steady hand that keeps the office running smoothly by answering calls, managing calendars, and greeting clients. She supports all the team members, in addition to front desk duties. She enjoys being the person that greets...
Dawn Federici
Registered Client Service Manager
Doug MacLardy, CPFA, CLU®
President and Founder, CAWMG Financial Advisor
For Doug, being a financial advisor is more than a career – it’s a chance to serve others and put his financial knowledge to good use. He has been doing just that for decades, helping clients pursue meaningful goals in life...
Elizabeth Lovell
Client Service Manager
elizabeth@columbiaassociates.com
Elizabeth is skilled at streamlining systems and navigating complex situations. A tenacious problem solver, she builds strong collaborative relationships with clients in her role as a client services manager. She processes client...
Jeff MacLardy, APMA®, CPFA
Financial Advisor
Robert Musante, ChFC®
Founding Partner, Wealth Advisor
Rob has dedicated the past 19 years to helping improve his clients’ lives through disciplined planning and investment...
Taylor Smith
Financial Advisor
Taylor has recently joined the team after 2 years in her previous role at PricewaterhouseCoopers as a public technology-focused external auditor in San Jose. She is excited to leverage her client-service experience and industry...
Tim Smith, AIF®
Founding Partner, Wealth Advisor
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.