Portland, OR Office

Jadyn Kerns Funk is a financial advisor at Blue Water Wealth with six years of industry experience and holds a Series 65 designation. Prior to joining Blue Water Wealth in 2020, she worked at Fisher Investments and spent time at the University of Puget Sound in various roles. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm integrates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental and technical analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Kristen Rajotte is a financial advisor at Blue Water Wealth with four years of industry experience. She holds a Series 65 designation and has worked at Blue Water Wealth since 2019. Prior to joining the firm, she held positions at Nike and Fred Meyer. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria with fundamental and technical analysis to tailor portfolios aligned with clients' goals and risk profiles.

Kristine Stawinski is a financial advisor at Blue Water Wealth with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera, Columbia Bank, Fidelity Investments, and Umpqua Bank. Outside of advisory work, she is involved as a beauty consultant with Beautycounter.com. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional analysis to tailor portfolios and manages approximately $473 million in discretionary assets.

Merlin Arbor is a financial advisor with Blue Water Wealth in Portland, OR, holding a Series 65 credential and nine years of industry experience. He has been with Blue Water Wealth since 2015, including a period from 2017 to 2019 when he was associated with Cambridge Investment Research. Blue Water Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to tailor portfolios, managing approximately $473 million in discretionary assets.

Jada Fouch is a financial advisor at Blue Water Wealth in Portland, OR, holding a Series 65 designation. She joined the firm in 2021 and has prior experience working in educational and gymnastics settings. Blue Water Wealth serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on integrating Sustainable, Responsible & Impact (SRI/ESG) criteria alongside traditional investment analysis. The firm manages approximately $473 million in assets through a team of 11 advisors.

David Ream is a financial advisor at Blue Water Wealth in Portland, OR, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Water Wealth since 2022, after previous roles at Kathleen Kendziorski, CFP, and Cetera Advisor Networks LLC. Blue Water Wealth serves individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management via its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental, technical, and asset-allocation analysis to tailor portfolios aligned with clients’ goals and risk profiles.