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.

Andrew Corradetti is a financial advisor at Oregon Pacific Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oregon Pacific Wealth Management since 2016, following two years at Oregon Pacific Bank. 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 through globally diversified, risk-based portfolios that primarily use ETFs and mutual funds, employing a variety of analysis methods with the option for more active management during volatile markets.

Kevin Groves is a CFP® professional with nine years of industry experience, currently serving as an advisor at Oregon Pacific Wealth Management since 2016. Prior to this, he worked at Oregon Pacific Bank from 2013 to 2016. 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 through a team of four advisors, employing globally diversified, risk-based portfolios that utilize ETFs, mutual funds, and a combination of analytical techniques, with the ability to apply more active management during volatile markets.