Wealth Advisors NW

Geoffrey Dougall is a PFS™ credentialed advisor with 13 years of industry experience, currently serving at Wealth Advisors NW since 2016. Prior to this, he worked at ROI Financial from 2012 to 2016 and has been a partner in a CPA practice, Dougall Conradie LLC, since 2006. He spends the majority of his time managing this CPA firm, which may refer clients for advisory services without receiving referral fees. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering customized portfolio management and financial planning. The firm is affiliated with Dougall Conradie LLC and offers specialized services including real-estate investment analysis and 1031 Exchange consulting.

Toby Wolfe is a Series 65 licensed advisor at Wealth Advisors NW with three years of industry experience. He has been with Wealth Advisors Northwest LLC since 2021 and has managed an online garden center business since 2007. Outside of his financial advisory role, he also works as a hockey referee. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, real-estate investment analysis, and 1031 Exchange consulting. The firm customizes advice based on client objectives and risk tolerance and is notable for its multiple offices, affiliation with a certified public accounting firm, and specialized educational seminars and real-estate analysis tools.

Carrie Jorgensen is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at PACE Financial Advisors, Inc. and Arkos Global Advisors, LLC. Outside of finance, she has experience with Athey Creek Christian Fellowship. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering customized portfolio management, financial planning, pension consulting, and specialized services such as 1031 Exchange consulting. The firm operates multiple offices and is affiliated with a certified public accounting firm, providing a range of educational and analytical tools for clients.

Dirk Conradie is a financial advisor with Wealth Advisors NW in Portland, OR, holding the PFS™ designation and Series 65 license. He has 13 years of industry experience, including prior roles at ROI Financial Advisors, LLC. Outside of advisory work, he is a principal in Dougall Conradie LLC, a CPA practice, where he spends the majority of his time. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering customized portfolio management, financial planning, and specialized services such as real estate investment analysis and 1031 Exchange consulting. The firm operates through multiple offices and is affiliated with the CPA firm Dougall Conradie LLC.

Pieter Conradie is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Cetera Investment Services LLC. Wealth Advisors NW offers investment advisory and planning services to individuals, corporate entities, and retirement plans, providing customized portfolio management, written financial planning, and specialized consulting such as pension and 1031 Exchange services. The firm operates multiple offices and collaborates with a certified public accounting firm, offering educational seminars and proprietary real-estate analysis tools.

Tyler Johnson is a financial advisor with Wealth Advisors NW in Portland, OR, holding a Series 65 credential and bringing 11 years of industry experience. Before joining Wealth Advisors NW in 2016, he worked at ROI Financial and ROI Financial Advisors, LLC. Outside of finance, he officiates high school athletic contests locally and owns a travel agency that sells cruises primarily to friends and family. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans. The firm offers customized portfolio management, financial planning, pension consulting, and specialized services such as real-estate investment analysis and 1031 Exchange consulting.