Vancouver, WA Main Street Office

Christine Cruz is a financial advisor at Sloy, Dahl & Holst, LLC with eight years of industry experience. She holds the Series 65 designation and is based in Vancouver, WA. Christine has been with Sloy, Dahl & Holst, LLC since 2018 and also has experience at Hallett Investments, LLC. Sloy, Dahl & Holst, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm manages approximately $1.8 billion in assets using model portfolios that incorporate mutual funds, ETFs, collective investment trusts, and alternative strategies, tailoring solutions to client objectives and risk tolerances.

James Holst is a financial advisor at Sloy, Dahl & Holst, LLC with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Holst is the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, WA. Sloy, Dahl & Holst, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm uses model portfolios spanning conservative to aggressive strategies, employing mutual funds, ETFs, collective investment trusts, and alternative strategies, and manages approximately $1.8 billion in assets across multiple offices.

Paul Wedin is a financial advisor at Sloy, Dahl & Holst, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Smart Investor from 2017 to 2022, in addition to his ongoing role at Sloy, Dahl & Holst since 2013. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients, offering discretionary portfolio management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles, managing roughly $1.68 billion in discretionary assets.

Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.