Paul R. Ried Financial Group, LLC

Kenneth Powell is a CFP® professional with three years of experience in financial advisory. He currently works at Paul R. Ried Financial Group, LLC and previously held roles at Ronald Blue Trust and Alaska USA Federal Credit Union. Before entering financial services, he spent 12 years at The Boeing Company. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm utilizes a dynamic asset allocation process focused on fundamental valuation and diversified manager selection, supplemented by third-party research and client education.

Paul Ried is a Certified Financial Planner® with 40 years of industry experience. He is the principal of Paul R. Ried Financial Group, LLC, where he has worked since 2018. Prior to that, he held various roles at Cetera-affiliated firms from 1995 through 2024. Outside of advising, Ried serves on the boards of a networking group focused on leadership principles and a ministry organization. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, using a dynamic asset allocation process emphasizing long-term valuation, manager specialization, and diversified selection.

Adam Jordan is a financial advisor with Paul R. Ried Financial Group, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cetera and Cetera Advisor Networks LLC during his career while maintaining a long tenure at Paul R. Ried Financial Group since 2002. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm uses a dynamic asset allocation process emphasizing long-term valuation and manager specialization, supported by third-party research and client education.

Daniel Shen is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at U.S. Bank National Association and A-1 Piano Sales and Rentals. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, using a dynamic asset allocation approach combined with behavioral finance concepts. The firm emphasizes client education and manages most accounts on a discretionary basis.

Kelly Kolstad is a CFP®-certified advisor with 14 years of industry experience. She has worked at Cetera and D.A. Davidson & Co. before joining Paul R. Ried Financial Group, LLC, where she has been based since 2015. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $1.27 billion in client assets through a team of nine advisors, employing a dynamic asset allocation process that emphasizes long-term fundamental valuation, diversified manager selection, and ongoing client education.

Stanley Woodrome is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, holding a Series 65 designation with five years of industry experience. He has been with Paul R. Ried Financial Group since 2015. Paul R. Ried Financial Group offers investment advisory and standalone financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach centers on a dynamic asset allocation process informed by long-term fundamental valuation and behavioral finance, with an emphasis on client education and personalized reviews.

Jason Miller is a financial advisor at Paul R. Ried Financial Group, LLC in Bellevue, WA, with 16 years of industry experience. He holds a Series 66 designation and has been with Paul R. Ried Financial Group since 2005, also having worked at Cetera and Cetera Advisor Networks. Outside of his advisory role, Miller serves as vice president of the Cascade Brewers Guild, a home brewers group in Woodinville, WA. Paul R. Ried Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets. The firm’s investment approach emphasizes long-term fundamental valuation, manager specialization, and diversified selection, supported by third-party research and ongoing client education.

Timothy Kimmel is a CFP® with 34 years of industry experience, currently serving at Paul R. Ried Financial Group, LLC in Bellevue, WA. His career includes roles at Cetera Advisor Networks and Cetera from 2013 through 2024. He is a board member of Monster and Sea, a charitable organization based in Redmond, WA. Paul R. Ried Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, managing approximately $1.27 billion in client assets with a team of nine advisors. The firm employs a dynamic asset allocation process focused on long-term fundamental valuation and diversified manager selection, supplemented by third-party research and ongoing client education.

Georgia Maloy is a financial advisor at Paul R. Ried Financial Group, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cetera Advisor Networks, Coldstream Wealth Management, and Laird Norton Wealth Management. Outside of her advisory work, she owns and manages a commercial fishing business in Alaska. Paul R. Ried Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing investment advisory and standalone financial planning services. The firm uses a dynamic asset allocation process based on fundamental valuation and behavioral finance concepts, offering discretionary management and emphasizing client education and periodic reviews.