Columbia Advisory Partners, LLC

Brian Schafer is a financial advisor at Columbia Advisory Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Columbia Advisory Partners provides comprehensive financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm combines accounting and business consulting expertise with a diversified investment approach based on Modern Portfolio Theory, offering clients access to both discretionary and non-discretionary management, including affiliated private funds and third-party actively managed models.

Matthew Foust is a financial advisor at Columbia Advisory Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Strategic Wealth Advisors Group, LLC and LPL Financial. Outside of advisory services, he is involved in insurance through ownership interests in The PAC Network and Columbia Insurance Partners, LLC, and serves as a Relationship Manager with Core Group USA advising insurance agents. Columbia Advisory Partners provides financial planning and portfolio management services to individuals, corporations, and private funds, integrating diverse planning areas such as cash flow, tax, and digital assets. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations, fundamental analysis, and access to third-party managed models.

Paul Felsch is a financial advisor at Columbia Advisory Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Edward D. Jones & Co., LP. Outside of his advisory role, Paul serves as a board member for the Missouri Arts Council and is an adjunct professor at St. Louis University School of Law. Columbia Advisory Partners provides comprehensive financial planning and portfolio management services to individuals, corporations, and private funds. The firm integrates various planning topics including tax and estate planning, and employs a diversified investment approach based on Modern Portfolio Theory supplemented by fundamental analysis.

Alex Foust is a financial advisor at Columbia Advisory Partners, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked in roles outside of finance, including at Poole's Pub House and Eastern Washington University. Additionally, he serves as an insurance producer for Columbia Insurance Partners, providing life and health insurance quotes. Columbia Advisory Partners offers comprehensive financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm integrates various planning topics into its advice and employs a diversified investment approach based on Modern Portfolio Theory, supplemented by fundamental analysis, while maintaining ties to accounting and business consulting.

Keith Browning is a financial advisor at Columbia Advisory Partners, LLC with a Series 65 credential and four years of industry experience. Prior to joining Columbia Advisory Partners in 2021, he worked for the Nine Mile Falls School District for seven years. Columbia Advisory Partners offers comprehensive financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm integrates various planning topics such as cash flow, tax, retirement, estate planning, risk management, and digital asset advice into its financial plans, using a Modern Portfolio Theory-based investment approach with diversified ETF and mutual fund allocations.

Douglas Youngberg is a financial advisor with Columbia Advisory Partners, LLC, holding CFP® and ChFC® designations and bringing 24 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co., and Charles Schwab. Outside of his advisory work, he volunteers as a precinct captain with the Republican GOP, educating voters on candidates and initiatives. Columbia Advisory Partners provides comprehensive financial planning and portfolio management to individuals, corporations, 401(k) plans, and private funds. The firm integrates accounting, tax, retirement, estate planning, and risk management into its services, employing a Modern Portfolio Theory-based investment approach that includes diversified ETFs, mutual funds, and access to third-party actively managed models.

Joseph Thomas is a financial advisor at Columbia Advisory Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance. In addition to his advisory role, he is an insurance agent specializing in the sales of fixed insurance products. Columbia Advisory Partners provides comprehensive financial planning and portfolio management services to individuals, corporations, and private funds. The firm integrates multiple planning disciplines, employs a diversified investment approach based on Modern Portfolio Theory, and manages both individual and pooled investment strategies.

Steven Larsen is a CFP® with 20 years of industry experience, currently serving as President of Columbia Advisory Partners, LLC in Spokane, WA. He has held roles at Columbia Advisory Partners since 2005 and is also CEO of AET Investment Services, LLC. Larsen is a partner and manager at Steward Alts, LLC, where he actively manages real estate and private credit deals. Columbia Advisory Partners provides financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm integrates tax, retirement, estate, and risk planning with portfolio strategies based on Modern Portfolio Theory and manages both individual accounts and pooled investment vehicles.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with six years of industry experience. He previously worked at Ashton Thomas Private Wealth, LLC and AssetMark Financial, Inc. Outside of his advisory role, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners provides comprehensive financial planning and portfolio management services to individuals, corporations, and private funds. The firm integrates accounting and business consulting with an investment approach based on Modern Portfolio Theory, diversified ETF and mutual fund allocations, and fundamental analysis.

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 entering the financial industry, she worked at Encoder Products Company and was a homemaker for several years. Columbia Advisory Partners provides comprehensive financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm integrates various planning topics such as cash flow, tax, retirement, estate planning, risk management, and digital asset advice, employing a diversified investment approach based on Modern Portfolio Theory and fundamental analysis.

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 and previously at Northwest Investment Advisors. Outside of finance, he is a figure skating coach affiliated with Eagles Ice Arena. Columbia Advisory Partners provides financial planning, portfolio management, and business consulting services to individuals, corporations, 401(k) plans, and private funds. The firm employs a diversified investment approach using Modern Portfolio Theory, fundamental analysis, and offers access to third-party managed models, while maintaining affiliations with accounting and business consulting services and managing various pooled investment vehicles.

Kimberly Smith is a financial advisor with Columbia Advisory Partners, LLC, holding a Series 65 designation and six years of industry experience. She has worked at Columbia Advisory Partners since 2019 and previously owned and operated Sharp Shooting Indoor Range and Gun Shop Inc. Additionally, she is the owner and CFO of Steward Alts, LLC, a private placement manager for private funds. Columbia Advisory Partners provides financial planning and portfolio management services to individuals, corporations, and private funds, integrating planning areas such as tax, retirement, and digital assets. The firm employs a Modern Portfolio Theory investment approach with diversified ETF and mutual fund allocations, supplemented by fundamental analysis, and manages both individual and pooled investment vehicles.

Susan Marshall is a financial advisor at Columbia Advisory Partners, LLC with 18 years of industry experience. She holds the PFS™ and Series 65 credentials and previously worked nearly three decades at Griffiths, Dreher & Evans, PS, CPAs. Outside of her advisory role, she serves as president of a CPA practice and as vice president of a residential plumbing company. Columbia Advisory Partners provides financial planning and portfolio management services to individuals, corporations, and private funds, integrating accounting and business consulting with investment strategies based on Modern Portfolio Theory and diversified ETF and mutual fund allocations.

Kenneth Thiefault III is a financial advisor at Columbia Advisory Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he owns and operates Thiefault Hockey Coaching, where he gives lessons and runs practices. Columbia Advisory Partners offers comprehensive financial planning and portfolio management services to individuals, corporations, 401(k) plans, and private funds. The firm integrates accounting and business consulting with investment management based on Modern Portfolio Theory and utilizes diversified ETF and mutual fund allocations alongside fundamental analysis.

Tyson Blake is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. In addition to his advisory role, Blake operates as an independent insurance agent focusing on life insurance, fixed annuities, and long-term care insurance. Columbia Advisory Partners offers comprehensive financial planning and portfolio management services to individuals, corporations, and private funds, integrating accounting, tax, retirement, and risk management advice with a diversified, theory-based investment approach.