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Matthew H
Series 66
White Salmon, WA
Geneos Wealth Management, Inc.
Matthew Hanson is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Proactive Financial Management since 2007. Hanson also serves as vice president and treasurer of Columbia Gorge Wealth Advisors LLC and treasurer of the White Salmon Sterling Estates HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and model portfolios.
William W
CFP®, Series 63, Series 65
White Salmon, WA
Geneos Wealth Management, Inc.
William Whidden is a CFP® professional with 33 years of industry experience. He has worked at Geneos Wealth Management, Inc. since 2004 and has been involved with Pro Active Financial Management since 1995. Outside of advising, he serves as president of Columbia Gorge Wealth Advisors LLC and as secretary of the San Juan Fairway HOA. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, employing a range of investment strategies from long-term buy-and-hold to tactical approaches, combined with continuous account monitoring and discretionary trading authority.
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