Columbia River Financial Group

Katherine Hardin is a Certified Financial Planner® with 15 years of industry experience. She has worked with Columbia River Financial Group since 2016 and previously spent seven years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a mix of quantitative and qualitative analysis tailored to client objectives.

Chad Peterson is a CFP® professional with 32 years of industry experience, currently serving at Columbia River Financial Group since 2016. Prior to this, he spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a range of instruments supported by quantitative and qualitative analysis.

Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.

Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.