Oregon Pacific Wealth Management

Audrey Creak is a financial advisor at Oregon Pacific Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oregon Pacific Wealth Management since 2016. Her prior experience includes roles at Oregon Pacific Banking Company and LPL Financial LLC. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $175 million in assets and constructs globally diversified, risk-based portfolios, primarily using ETFs and mutual funds, with a variety of analytical approaches and options for active management during volatile markets.

Geoffrey Boldt is a financial advisor at Oregon Pacific Wealth Management with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Futurity First Insurance Group and U.S. Bank. Boldt serves on the board of directors and as treasurer for Community Works, a nonprofit supporting survivors of sexual assault and domestic violence. Oregon Pacific Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing roughly $175 million in assets. The firm uses globally diversified, risk-based portfolios primarily composed of ETFs and mutual funds, employing multiple analysis methods and offering both discretionary and non-discretionary portfolio management.

Cole Willyard is a financial advisor at Oregon Pacific Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and US Bank. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management along with financial planning, focusing on globally diversified, risk-based portfolios tailored to clients’ long-term objectives.

Andrew Corradetti is a financial advisor at Oregon Pacific Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oregon Pacific Wealth Management since 2016. Oregon Pacific Wealth Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, business entities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management and financial planning, creating globally diversified, risk-based portfolios tailored to client objectives using various analytical methods and primarily employing ETFs and mutual funds.

Kevin Groves is a CFP®-certified financial advisor with 10 years of experience, currently practicing at Oregon Pacific Wealth Management in Medford, OR. He has been with the firm since 2016. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, business entities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, written financial planning, and access to sub-advisors, constructing globally diversified, risk-based portfolios tailored to clients’ long-term objectives.