Columbia Advisory Partners, LLC

Brian Schafer is a financial advisor at Columbia Advisory Partners, LLC with 11 years of industry experience, including eight years at Edward Jones. He holds a Series 66 designation and is based in Spokane, WA. Columbia Advisory Partners provides financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm utilizes diversified, model-driven portfolios emphasizing ETFs, mutual funds, equities, and fixed income, and engages directly with affiliated private funds, including a Private Credit Fund with a direct-lending program.

Matthew Foust is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial before joining Columbia Advisory Partners in 2018. Outside of his advisory role, Foust is involved in insurance sales and management, including ownership interests in insurance firms and a role as a Relationship Manager with Core Group USA. Columbia Advisory Partners provides financial planning, investment management, and consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios grounded in Modern Portfolio Theory and fundamental analysis, and maintains involvement with affiliated pooled investment vehicles and private funds.

Thomas Binge is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. He serves on the Advisory Board for the Tempe Chamber of Commerce Ambassador Committee. Columbia Advisory Partners provides comprehensive financial planning and investment management to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated pooled investment vehicles and private funds.

Alex Foust is a financial advisor at Columbia Advisory Partners, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in roles outside the financial sector, including at Poole's Pub House and Eastern Washington University. Additionally, he has experience as a life and health insurance producer. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, retirement plans, and private fund investors. The firm employs model-driven, diversified portfolios and offers both discretionary management and access to third-party actively managed models, while maintaining direct involvement with affiliated private funds.

Keith Browning is a financial advisor at Columbia Advisory Partners, LLC with five years of industry experience. He holds the Series 65 designation and joined Columbia Advisory Partners in 2021 after seven years with the Nine Mile Falls School District in Spokane, WA. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using ETFs, mutual funds, individual equities, and fixed income, incorporating Modern Portfolio Theory and fundamental analysis as core methods.

Joseph Thomas is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co. Thomas is also active as an insurance agent, selling fixed insurance products. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, offering both discretionary management and access to third-party actively managed models.

David Browning is a financial advisor at Columbia Advisory Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Columbia Advisory Partners, he worked for 13 years at the Mead School District. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, and it manages both discretionary portfolios and collaborative active management solutions.

Steven Larsen is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Columbia Advisory Partners since 2005 and also serves as CEO of AET Investment Services, LLC, where he is responsible for operations and sales. Additionally, Steven is a partner and manager at Steward Alts, LLC, managing real estate and private credit deals. Columbia Advisory Partners provides comprehensive financial planning and investment management services to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios and is notable for its involvement with affiliated private funds and its integrated approach combining investment advisory with accounting and broker-dealer services.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, Bennett is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners offers comprehensive financial planning and investment management services to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis and is notable for its direct involvement with affiliated pooled investment vehicles and private funds.

Soracha Haley is a financial advisor at Columbia Advisory Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to her financial advisory career, she worked at Encoder Products Company and spent several years as a homemaker. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, with a focus on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds including a Private Credit Fund.

John Bevan is a financial advisor at Columbia Advisory Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Columbia Advisory Partners since 2016. Prior to that, he was with Northwest Investment Advisors, Inc. Outside of his advisory role, Bevan is a figure skating coach at Eagles Ice Arena. Columbia Advisory Partners provides comprehensive financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios focused on ETFs, mutual funds, equities, and fixed income, applying Modern Portfolio Theory and fundamental analysis.

Kimberly Smith is a Series 65-licensed financial advisor with six years of industry experience, currently with Columbia Advisory Partners, LLC in Spokane, WA. She has previously worked at Columbia Private Markets LLC and AET Investment Services. Outside of her advisory role, she is the owner and CFO of Steward Alts, LLC, a private placement manager for private funds. Columbia Advisory Partners serves individuals, corporations, 401(k) plans, and private fund investors with comprehensive financial planning, investment management, and consulting services. The firm employs a model-driven investment approach incorporating ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated and sponsored private funds.

Susan Marshall is a financial advisor at Columbia Advisory Partners, LLC with 18 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Columbia Advisory Partners in 2024, she worked for Griffiths, Dreher & Evans, Ps, CPAs for 29 years. Outside of advising, she is president of a CPA practice and vice president of a residential plumbing business. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and also serves as adviser or manager to multiple related private funds.

Tyson Para is a financial advisor at Columbia Advisory Partners, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Energy Northwest for 12 years. Columbia Advisory Partners provides financial planning, investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and offers access to third-party actively managed models alongside discretionary portfolio management and financial planning.

Tyson Blake is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior roles include positions at CAP Northwest, Pruco Securities, The Prudential Insurance Company of America, and several other firms. He is also an independent insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios with a focus on ETFs, mutual funds, equities, and fixed income, alongside involvement with affiliated private funds and pooled investment vehicles.