Columbia Crest Financial Advisors has joined Stifel Financial Corp.’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors LLC.
Columbia Crest Financial Advisors is led by Richard Reith and Laura Nelson and includes financial advisers Silas Newkirk and Trina Whitten. The team is based in Chehalis, Wash., with Whitten working from a satellite office in Roseberg, Ore. They were previously affiliated with Wells Fargo Advisors Financial Network, where they were responsible for $335 million in client assets.
“The team at Columbia Crest Financial Advisors is incredibly excited to work with Stifel Independent Advisors,” said Reith and Nelson in a statement. “Stifel’s approach to client service and their focus on collaboration creates a high-level experience for everyone. This makes them the perfect fit for our business, our team, and most importantly, our clients.”
“Richard and Laura have built an outstanding team at Columbia Crest Financial Advisors, and we’re excited to welcome them to Stifel Independent Advisors,” said Tim Boostrom, head of business development for Stifel Independent Advisors. “They believe in our core mission of profoundly impacting lives, and have shown it by relentlessly caring about their clients and communities in the Pacific Northwest for many years.”
Columbia Crest Financial Advisors is the second practice to join Stifel Independent Advisors thus far in 2024, following Stofan Agazzi Investments in Joliet, Ill., which joined the firm in January.