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
Doug MacLardy, CPFA, CLU®
President and Founder, CAWMG Financial Advisor
Mary Alice Musante
Client Services Manager, Office Manager
Washington Associates
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...
Brian J. Campagna
Wealth Advisor
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...
Cheryl Heltness
Administrative Assistant
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...
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 Services Manager
elizabeth@columbiaassociates.com
Mary Alice Musante
Client Services Manager, Office Manager
maryalice@columbiaassociates.com
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...
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.