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Matthew A

Series 63, Series 65

Bellingham, WA

Clearbrook Investment Management, LLC

Matthew Atkins is a financial advisor at Clearbrook Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2015. Outside of his advisory role, Atkins serves as an associate pastor at Mosaic Church in Bellingham, where he has been active since 2006, and he is involved in teaching and speaking engagements with various educational and religious organizations. Clearbrook Investment Management is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis alongside quantitatively driven investment models across various risk profiles and asset types.

Factor investing / smart beta Active portfolio management
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Shara P

Series 66

Bellingham, WA

Clearbrook Investment Management, LLC

Shara Pagels is a financial advisor with Clearbrook Investment Management, LLC, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Avlon Financial since 2017 and has been with Clearbrook Investment Management and Full Point Designed Services since 2016. Outside of her advisory role, she owns Full Point Designed Services, LLC, which provides accounting and tax preparation services. Clearbrook Investment Management is a state-registered firm offering discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitatively driven investment systems across various model portfolios.

Factor investing / smart beta Active portfolio management
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Benjamin S

Series 63, Series 65

Bellingham, WA

Clearbrook Investment Management, LLC

Benjamin Scellick is a financial advisor at Clearbrook Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2014. Outside of his advisory role, he is involved in business consulting through Finance & Resource Management Consultants, Inc., and serves as treasurer for Hillcrest Chapel. Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis with quantitatively driven investment systems across diverse model portfolios.

Factor investing / smart beta Active portfolio management
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