Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Suzette Rothberg is a CFP® with 36 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2017. She previously worked at Prestige Wealth Management and Securities America Inc. Rothberg also owns Suzette Rothberg Consulting LLC, where she provides practice management consulting and professional speaking engagements focused on communication skills for financial advisors. Additionally, she volunteers with the Foundation for Financial Planning, offering pro-bono financial planning services to cancer patients. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including investment management, retirement planning, and ERISA consulting.

Arthur Nunes is a financial advisor at Northwest Asset Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northwest Asset Management since 2010. In addition to his advisory role, Mr. Nunes is a licensed real estate broker working with his spouse under the name Nunes Group Real Estate. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a customized, fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Geoffrey Burke is a financial advisor at Northwest Asset Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is an owner of Mosier LLC, a farm and winery in Hood River, Oregon. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers comprehensive financial and retirement planning services with a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Robert Toomey is a financial advisor at Northwest Asset Management with 23 years of industry experience. He holds the CFP® and CFA® designations and previously worked for S. R. Schill & Associates for 13 years before joining his current firm. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary investment approach based on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including retirement and financial planning, ERISA/401(k) consulting, and sub-advisory arrangements.

Maretta Menz is a CFA® charterholder and financial advisor at Robert W. Baird & Co. with four years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a power of attorney for her mother. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using both in-house and third-party managers across traditional and complex investment strategies.

Michael Van Sant is a CFP® with 23 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2022. He previously worked at Merriman Wealth Management from 2014 to 2022. Van Sant is also the Executive Director of Act of Giving, a nonprofit giving circle based in Seattle. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA consulting, employing a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation.

Jo Aldridge is a financial advisor at Northwest Asset Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services Inc. since 2010. Aldridge is also licensed to sell life, accident, health, and HMO insurance in Texas. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios.

Matthew Stelmas is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2017. He previously worked at Wells Fargo Advisors Financial Network from 2013 to 2017. Northwest Asset Management is a multi-team registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach with strategic asset allocation and utilizes both fundamental and technical analysis to construct diversified portfolios.

Julie Johnson McVeigh is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Northwest Asset Management and previously worked at Nia Impact Capital and Reynders, McVeigh Capital Management. She serves as a compensated trustee for multiple family and charitable trusts. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment management and consulting services.

Mahum Prasad is a financial advisor at Northwest Asset Management with nine years of industry experience. He holds a Series 65 designation and has been with Northwest Asset Management since 2015. Outside of his advisory role, he does freelance marketing for non-financial firms, assisting with website creation and marketing materials for small businesses and individuals. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Sheila Noble is a financial advisor at Northwest Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Clearwater Wealth Management, Inc. and Meritage Asset Management Group prior to joining Northwest in 2017. Outside of her advisory role, she is involved as an online sales representative for ZYIA Active Wear. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement and financial planning, ERISA consulting, and tax preparation.

Joie Hurtado Wyatt is a financial advisor with Northwest Asset Management in Oakley, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Northwest Asset Management, Wyatt worked in various roles including Absolute Independent Living Service and Uber. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach with customized portfolio construction based on Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

William Ziehl Jr. is a financial advisor with Northwest Asset Management in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Northwest Asset Management since 2009. Outside of his advisory role, he is the proprietor of a personal real estate investment through ZVENTURES LLC. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm employs a fiduciary, customized investment approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis to build diversified portfolios.

John Lee is a CFP® with 13 years of experience in financial advisory roles. He is currently with Northwest Asset Management and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm offers a range of services such as investment management, retirement and financial planning, and ERISA/401(k) consulting, using a fiduciary approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.