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Christopher H
Series 63, Series 65
Boise, ID
Tumwater Wealth Management, LLC
Christopher Hersh is a financial advisor at Tumwater Wealth Management, LLC with Series 63 and Series 65 licenses. He has been with Tumwater Wealth Management since 2026 and has previous experience with UCLA Athletics and Golf Galaxy. Tumwater Wealth Management provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm combines long-term, buy-and-hold investment strategies with pension consulting and manages approximately $407 million across about 284 client accounts.
Owen Q
Series 65
Boise, ID
Tumwater Wealth Management, LLC
Owen Quast is a financial advisor at Tumwater Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Edward Jones, Ernst & Young, and Keenan and Associates. Tumwater Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using methods such as modern portfolio theory, fundamental and cyclical analysis, and quantitative models.
Benjamin W
CFA®, Series 63, Series 66
Boise, ID
Tumwater Wealth Management, LLC
Benjamin Warren is a CFA® charterholder with 18 years of industry experience. He is the sole advisor at Tumwater Wealth Management, LLC, where he has worked since 2019. Prior to that, he was with Rathbone Warwick Investment Management LLC from 2014 to 2018. He serves as a board member for Northwest Christian Credit Union. Tumwater Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using modern portfolio theory, fundamental and cyclical analysis, and quantitative models.
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