Meridian, ID S Rackham Way Office

Elizabeth Williams is a Series 65-licensed financial advisor with five years of industry experience. She joined Clear Creek Financial Management, LLC in 2026 after working at USA Financial Securities and Financial Ark Builders. Outside of finance, she is the owner of Admiral Coffee House, a coffee training and brewing business, and a certified Becoming You life coach incorporating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic research. The firm emphasizes individualized account supervision and a diverse investment approach, including fundamental, technical, and cyclical analysis, supplemented by algorithmic modeling through its Helios Quantitative Research division.

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.

Anthony Higgins is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at RW Investment Management, LLC and ExxonMobil Corporation, where he spent over two decades. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, estates, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with an emphasis on individualized account supervision and a quantitative consulting arm that provides algorithmic research and implementation support.

Dustin Michaelson is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Wells Fargo Advisors. Outside of his advisory role, he owns Michaelson Group, a financial consulting business serving clients independently. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities by offering asset management, financial planning, and pension consulting. The firm utilizes a multi-strategy investment approach, combining fundamental, technical, and cyclical analysis with algorithmic consulting through its Helios Quantitative Research division.

Kent Owings is a financial advisor at Clear Creek Financial Management, LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Tree City Advisors, LLC and Thrivent Financial. Outside of his advisory work, he owns a hobby business making and selling stone jewelry. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and other entities, offering asset management and financial planning with an investment process that incorporates fundamental, technical, and cyclical analysis alongside algorithmic consulting through its Helios Quantitative Research arm.