Kristy’s early childhood memories include riding around corporate office parks with her dad, looking for companies that ended in “Inc.” When she spotted one, he added it to his prospect list. Later, they’d go to the library and look up all the “Inc.”s they’d found in the Who’s Who directory.
So it’s fair to say Kristy grew up in the industry. She earned her B.A. in business and marketing at Loyola Marymount University, and, young prospecting years aside, has worked professionally in financial services since 1993. Her focus is on the client’s big picture, spotting potential holes in the planning, and offering useful strategies through investment portfolio design.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2003 from the College of Financial Planning in Denver, CO. She’s a registered principal and branch manager with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She is an investment advisor representative with Golden State Wealth Management, LLC. in California, Texas and Oregon. Kristy also has her Oregon state life, health and disability insurance license and variable annuity license. Her past professional affiliations include the Financial Planning Association.
She lives in Beaverton, OR, with her husband, Mark, and their dogs, Diva and Rusty. In her free time, she likes to go shopping at Nordstrom with her daughter, Katy, read fun novels, spend time on the water, and workout on her Peloton.
Kari came from a family of government workers, and decided at an early age that her destiny would be to create opportunities for herself and others. She put herself through the University of Portland and graduated magna cum laude in 2002 with a degree in finance. While pursuing her business degree, she wrote a paper outlining her near and long term plans. In it, she mapped out her detailed vision of becoming a financial planner.
Today, Kari is pursuing her life plan. She oversees the detailed analysis work needed for comprehensive financial plans and the associated investment guidance.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2006 from Kaplan University. She is a registered representative with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She currently holds the investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
She lives in Beaverton, OR, with her husband, Jesse, their kids, Trevin and Tenley, and adorable rescue dog, Pippin. She enjoys the outdoors and can often be found paddle boarding with family and friends.
Tami joined the CFM family in 2006 to support the needs of the firm with her extensive background in technology. She attended Portland State University and is a native Oregonian. In her experience with CFM, she has become an incredibly valuable member of our team. If you need help with anything related to your account or online access, statements, etc., Tami knows how to get the answer.
She lives in Aloha, Oregon with her husband, David and their dog, Paisley. When not in the office, Tami can be found volunteering at a local elementary school with the SMART program, gardening and spending time with her adult children; Emily, Aaron and Matthew.
Chris was drawn to the financial services industry after his grandparents went broke. He watched his mom and uncle struggle to help support them, and realized how important it is to have a financial plan and investment management knowledge. Plus, he loves numbers. He sees portfolio management as a treasure hunt where the clues are in the research. He was destined to be in the financial services industry.
Chris has spent the bulk of his investment career with ties to LPL Financial. He began his career at LPL's home office in 2006 as a Senior Operations Solution Analyst, and worked his way up to the fixed income sales and trading desk. He left the LPL in 2012 to take a position as a portfolio manager for another LPL Financial advisor's office. In this new position he was responsible for managing the team's investment portfolios and overseeing research.
Chris has also served as a Chief Petty Officer in the US Navy. He was deployed to Afghanistan in 2010 where he oversaw a team that was responsible for maintaining and safeguarding classified information and millions of dollars worth of equipment.
He earned the professional designation of Chartered Financial Analyst (CFA) in 2012. He’s currently a registered representative with LPL Financial, Consolidated Financial Management’s registered broker/dealer. He also holds his investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
He lives in Hillsboro, OR, and enjoys running, reading financial books and watching the Cubs.
Andrew joined the CFM team in 2019, after graduating cum laude from Gonzaga University with a Bachelors of Business Administration with concentrations in Finance and Operations and Supply Chain Management.
Andrew was drawn to the financial planning/ analysts industry in his freshman year at Gonzaga, after learning about the connections planners make with their clients. He looks forward to building long-lasting relationships with our clients, while continuing to be a student of the business.
Andrew currently holds the SIE, Series 7, and Series 66 designations, along with his life insurance certificate for the state of Oregon. He is a registered sales assistant with LPL Financial, Consolidated Financial Management’s registered broker/dealer. Andrew is currently studying for his CERTIFIED FINANCIAL PLANNER™ designation. He currently holds the investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
When Andrew isn’t in the office, or reading up on the markets, Andrew can be found playing soccer, kayaking, exploring downtown Portland, or working on his cooking skills.