Clear Creek Financial Management, LLC

Jeremy Guay is a financial advisor with Clear Creek Financial Management, LLC in Meridian, Idaho, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC, WELLS FARGO Advisors, LLC, and Key Investment Services. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities, offering asset management, financial planning, pension consulting, and algorithm-driven research through its Helios Quantitative Research service. The firm emphasizes individualized portfolio construction using a mix of fundamental, technical, and cyclical analysis, and supports other advisers through consulting and referrals to external managers.

Cameron Swindler is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes multiple periods of work with Alliance Defending Freedom. Outside of his advisory role, he plays the bagpipes professionally and serves in a non-voting advisory capacity on the investment and finance committee of The Schreckengost Future of Care Foundation. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

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 previously worked at Treasure Valley Financial Planning, Spire Outsourcing, and Evo Automation. Prior to his advisory career, he spent two years as a missionary. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Harris serves as the treasurer and board member of the Idaho Women's Financial Conference Inc., which focuses on educating women in financial matters. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction with a blend of fundamental, technical, and cyclical analysis.

Jason Childers is a financial advisor at Clear Creek Financial Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2017. Outside of advising, he serves as chairman of Ducks Unlimited and is involved in executive search and placement, where he has been active for over two decades. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a range of investment strategies.

Brian Deely is a financial advisor at Clear Creek Financial Management, LLC in Boise, ID, with 19 years of industry experience. He holds the Series 66 designation and has been with Clear Creek since 2014. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithm-driven research through its Helios Quantitative Research service.

Joseph Gates is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2014. Outside of his advisory role, he owns and operates Stack Rock Coffee, LLC, a coffee resale business. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities by offering asset management, financial planning, pension consulting, and algorithm-driven research. The firm emphasizes individualized portfolio construction using fundamental, technical, and cyclical analysis, and supports other advisers through its Helios Quantitative Research service and referrals to third-party managers.

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 licenses and has worked previously at PCG Wealth Advisors, LLC and Waddell & Reed, Inc. Since 2016, he has served as chairman of the board for Redeeming Soles, a nonprofit organization. Additionally, he provides consulting services to financial advisors and advises a small business focused on wineries. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction with a mix of fundamental, technical, and cyclical analysis.

Glen Thiessen is a CFP® and ChFC® with 41 years of industry experience. He is currently with Clear Creek Financial Management, LLC and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. In addition to his advisory role, he holds a licensed insurance agent position, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, and consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside algorithm-driven research to support individualized portfolio construction and advisory services.

Elizabeth Williams is a financial advisor at Clear Creek Financial Management, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at USA Financial Securities, Financial Ark Builders, and The Investment Center. Outside of finance, she owns Admiral Coffee House, a local coffee business, and is a certified Becoming You Coach, integrating life coaching tools into her financial planning process. Clear Creek Financial Management serves individuals, trusts, pension plans, other advisers, and business entities, offering asset management, financial planning, and consulting services. The firm emphasizes individualized portfolio construction using a combination of fundamental, technical, and cyclical analysis, and provides algorithm-driven research through its Helios Quantitative Research service.

Christopher Shuba is a financial advisor with Clear Creek Financial Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Clear Creek since 2017 and previously spent two years at Westlake, Grahl and Glover. Shuba is also CEO of Helios Quantitative Research, an algorithm-based consulting firm. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities, offering asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary asset management and commercializes its algorithmic research through its Helios service.

Matthew Jones is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Adams Wealth Advisors and Spring Source Wealth Advisors. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithm-driven research, with an emphasis on individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Kendell Frye is a CFP® professional with four years of experience in financial advising. He is currently with Clear Creek Financial Management, LLC and previously worked at Falcon Wealth Planning, Inc., Falcon Wealth Planning, Pacific Advisors, Honda Motor Company, Spaghetti Factory, and Chipotle Mexican Grille. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithm-driven research through its Helios Quantitative Research service.

Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Clear Creek in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. from 2017 to 2025, and has experience at Evocalize, Inc and Annik, Inc. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a blend of fundamental, technical, and cyclical analysis.

Jason Skifstad is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies from 2012 to 2020. Outside of advising, he has been involved in managing rental properties since 2000. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing continuous, individualized portfolio construction and employing a mix of fundamental, technical, and cyclical analysis.