Clear Creek Financial Management, LLC

Jeremy Guay is a financial advisor at Clear Creek Financial Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, using a variety of investment strategies and regular portfolio reviews.

Cameron Swindler is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and two years of industry experience. Before joining Clear Creek in 2023, he worked at Alliance Defending Freedom across multiple periods between 2018 and 2023. Outside of his advisory role, he plays the bagpipes for tips and serves in a non-voting advisory capacity on the investment and finance committee for The Schreckengost Future of Care Foundation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a range of investment strategies with ongoing, individualized supervision and offers educational resources as well as referral services.

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles spanning financial planning and automation since 2020. Prior to his advisory career, he served as a missionary for two years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and provides algorithmic consulting through its Helios Quantitative Research division.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Kms Financial Services, Inc. and Arbor Point Advisors. Harris serves as treasurer on the board of the Idaho Women's Financial Conference Inc., an organization focused on educating women about financial matters. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its quantitative research arm, Helios Quantitative Research.

Jason Childers is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Clear Creek since 2017. Outside of his advisory role, he serves as chairman of Ducks Unlimited and is involved in executive search and placement as well as real estate sales. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, applying a range of strategies from fundamental and technical analysis to option writing and short sales.

Brian Deely is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Clear Creek Financial Management since 2014. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of strategies across various asset classes and emphasizes continuous, individualized account supervision and regular portfolio reviews.

Joseph Gates is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID. He holds a Series 66 designation and has 18 years of industry experience, including 12 years at Clear Creek. Outside of advising, he owns Stack Rock Coffee, LLC, a business involved in reselling coffee. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division, employing a range of investment strategies and conducting regular portfolio reviews.

Boris Desancic is a financial advisor at Clear Creek Financial Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Clear Creek since 2019, following prior roles at PCG Wealth Advisors and Waddell & Reed. He is chairman of the board for Redeeming Soles, a nonprofit organization. Clear Creek Financial Management serves a range of clients including individuals, employer retirement plans, and trusts, providing asset management, financial planning, and consulting. The firm utilizes fundamental, technical, and cyclical analysis across diverse investment strategies and offers algorithmic research through its Helios Quantitative Research division.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

Elizabeth Drennan is a financial advisor at Clear Creek Financial Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at USA Financial Securities, Financial Ark Builders, and The Investment Center. Outside of finance, she owns and operates Admiral Coffee House and is a certified Becoming You life coach integrating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis with active portfolio management and quantitative research services.

Christopher Shuba is a financial advisor at Clear Creek Financial Management, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Clear Creek since 2017. Additionally, he serves as CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis with a broad range of investment strategies and provides algorithmic modeling and consulting through Helios Quantitative Research.

Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Clear Creek Financial Management in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its quantitative research division, Helios Quantitative Research, while employing a broad range of investment strategies and quarterly portfolio reviews.

Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Steven Silver is a CFP® with 39 years of industry experience, currently serving as an advisor at Clear Creek Financial Management, LLC since 2020. His prior roles include positions at Centaurus Financial, Inc., Willamette Financial Advisors, LLC, and Lifetime Wealth Strategies. He also has longstanding involvement with various insurance carriers through W&R Insurance Agencies. Clear Creek Financial Management serves individuals—including high-net-worth clients—employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a diverse investment approach involving fundamental, technical, and cyclical analysis with regular portfolio reviews and offers proprietary algorithm-based modeling integrated into client solutions or licensed to other advisers.