Consolidated Financial Management Corp.

Kaitlyn Massey is a CFP® professional with six years of industry experience currently with Consolidated Financial Management Corp. She has previously worked at LPL Financial and Charles Schwab in various capacities. Massey is also a commissioned notary in the state of Washington. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, high-net-worth clients, and business entities. The firm delivers planning on a fixed-fee or hourly basis without managing client assets, focusing on customized strategies that incorporate tax, estate, risk management, and college funding considerations.

Kristy Motta is a CFP® with 30 years of experience in the financial services industry. She has worked at LPL Financial since 1998 and is also affiliated with Consolidated Financial Management Corp., where she has been involved in creating customized financial plans. Motta previously worked at Golden State Wealth Management from 2021 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Andrew Smith is a financial advisor with Consolidated Financial Management Corp. in Beaverton, OR. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Golden State Wealth Management, LLC and LPL Financial, LLC. He has a background that includes involvement with Gonzaga University and Skyhawks Sports Academy. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, trusts, estates, and business entities, focusing on written plans, implementation support, and ongoing consulting without managing client assets. The firm’s approach includes fundamental and technical analysis, recommending asset allocation and a buy-and-hold strategy with periodic reallocation as needed.

Kari Raglione Tissot is a Certified Financial Planner® with 22 years of experience, currently serving at Consolidated Financial Management Corp. She has worked at Golden State Wealth Management, LLC, and has been affiliated with LPL Financial since 2003. Outside of her advisory role, she has ownership experience in a construction business. Consolidated Financial Management Corp. provides comprehensive financial planning and consulting to individuals, high-net-worth clients, and business entities, focusing on fixed-fee or hourly arrangements rather than asset management. The firm’s planning process involves assessing clients’ financial situations and developing strategies that incorporate tax, estate, risk management, and college funding considerations, typically recommending a buy-and-hold approach with periodic reallocation.