3rd Creek Investments

Christina Johnson is a financial advisor at 3rd Creek Investments with a Series 65 designation and one year of industry experience. She has prior experience in accounting, serving as a senior accountant and CPA at 3rd Creek Accounting. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors. The firm combines investment management with affiliated tax and bookkeeping services through its related accounting practice.

Gwen Straley is a financial advisor with 3rd Creek Investments, holding CFP® and Series 65 credentials and bringing 10 years of industry experience. She has been with 3rd Creek Investments since 2016. Outside of her advisory role, she serves as Board President and Executive Director of a private family foundation and assists with accounting and operations for angel investing and venture capital firms. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while also providing tax and bookkeeping services through an affiliated CPA practice.

Dave Straley is a financial advisor at 3rd Creek Investments with 21 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2002. Straley is also a CPA and operates an accounting sole proprietorship. He co-founded and serves as board treasurer of the 3rd Creek Foundation, a private family nonprofit. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations. The firm emphasizes diversification, disciplined asset allocation, and incorporates ESG analysis when requested, while offering values-aligned investing and advisory services on private placements and alternative investments for qualified investors.

Harris Kirschner is a financial advisor at 3rd Creek Investments with 13 years of industry experience. He holds a Series 65 designation and has been with 3rd Creek Investments since 2010. Outside of his advisory role, Kirschner serves as Chief Financial Officer of a medical device company and is involved in managing several angel investing and venture capital firms, as well as a private family foundation. 3rd Creek Investments provides discretionary portfolio management and financial planning primarily for individuals, families, and charitable organizations, with additional services for private companies and retirement plans. The firm’s investment approach emphasizes diversification, disciplined asset allocation, and a generally buy-and-hold strategy, incorporating ESG analysis and offering advisory services on private placements and alternative investments for qualified investors.