Columbia River Advisors

Adam Zimmerman is a financial advisor at Columbia River Advisors with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Columbia River Advisors in 2016, he worked at Blue Moon Wealth Advisory, LLC from 2014 to 2016. Columbia River Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households, as well as retirement plans, corporations, and pooled vehicles. The firm utilizes an internal investment committee to guide portfolio management across various asset classes and offers discretionary account management, with some clients having access to margin facilities and private placements.

Donald Foy is a financial advisor at Columbia River Advisors with 21 years of industry experience and holds the Series 66 designation. He has been with Columbia River Advisors since 2010. Outside of his advisory role, he owns Summit Tax Services and is the sole member of a personal limited liability company that holds interests in Columbia River and BBD Holdings LLC. Columbia River Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households, as well as retirement plans and corporations. The firm employs an internal investment committee to manage diversified model portfolios and serves as the general partner and investment adviser to affiliated private funds.

Benjamin Addink is a financial advisor at Columbia River Advisors with 20 years of industry experience. He has been with Columbia River Advisors since 2010 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as president of Whitestone Land Management, LLC, and is a member of Hornets Land, LLC. Columbia River Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households, as well as retirement plans and corporations. The firm offers portfolio management guided by an internal investment committee and acts as general partner and adviser to an affiliated private fund, with operational practices that include monthly NAV reporting and audited financial statements.

Cassidy Stevick is a financial advisor at Columbia River Advisors with nine years of industry experience and holds a Series 65 designation. He has been with Columbia River Advisors since 2015 and also works with Prentice Wealth Management LLC dba Prentice Financial Planning. In addition, he is affiliated with St. Martin's University. Columbia River Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households, as well as retirement plans, corporations, and pooled vehicles. The firm manages portfolios through an internal investment committee using model portfolios across various asset classes and offers discretionary management along with specialized services such as private fund management and affiliated tax services.