Clearbrook Investment Management, LLC

Matthew Atkins is a financial advisor at Clearbrook Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2015. Outside of his advisory role, Atkins serves as an associate pastor at Mosaic Church in Bellingham, where he has been active since 2006, and he is involved in teaching and speaking engagements with various educational and religious organizations. Clearbrook Investment Management is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis alongside quantitatively driven investment models across various risk profiles and asset types.

Shara Pagels is a financial advisor at Clearbrook Investment Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Avlon Financial, Clearbrook Investment Management, and Private Client Services LLC, among others. Pagels also owns Full Point Designed Services, LLC, providing accounting and tax preparation services. Clearbrook Investment Management is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis alongside quantitatively driven investment systems across various model portfolios.

Benjamin Scellick is a financial advisor at Clearbrook Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearbrook since 2014. Outside of his advisory role, he is involved in business consulting through Finance & Resource Management Consultants, Inc., and serves as treasurer for Hillcrest Chapel. Clearbrook Investment Management is a state-registered advisory firm that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis with quantitatively driven investment systems across diverse model portfolios.