Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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.

Washington Associates

Alexander Reed, CFP® ChFC® RICP®

Wealth Advisor

503.446.5003

alex@columbiaassociates.com

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...

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Brian J. Campagna

Wealth Advisor

503.446.5003

brian@columbiaassociates.com

Showing clients how they can pursue their dreams and meaningful goals in life is what Brian enjoys most about his work as a financial advisor. He specializes in providing guidance on retirement, business and estate planning for the...

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Cheryl Heltness

Administrative Assistant

503.446.5003

cheryl@columbiaassociates.com

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...

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Doug MacLardy, CPFA, CLU®

President and Founder, CAWMG Financial Advisor

360.896.5757

dougm@columbiaassociates.com

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...

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Elizabeth Lovell

Client Services Manager

360.896.5757

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...
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Robert Musante, ChFC®

Founding Partner, Wealth Advisor

503.446.5003

rob@columbiaassociates.com

Rob has dedicated the past 19 years to helping improve his clients’ lives through disciplined planning and investment...

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Taylor Smith

Associate

503-446-5003

taylor@columbiaassociates.com

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...
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Tim Smith, AIF®

Founding Partner, Wealth Advisor

503.446.5003

tim@columbiaassociates.com

With 19 years of experience in the industry, Tim has helped guide clients through many types of market environments. He creates comprehensive financial plans to help clients pursue meaningful goals in life, coordinating with a...
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Client Centered

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.