Invest & Insure Team

Meet with an Advisor

To discuss long-term financial goals, or even short-term savings objectives, contact an LPL Financial* Investment Advisor Representative located at Columbia Credit Union today to set up a no-cost, no-obligation consultation.

Headshot of Jeremy Hawkins

Jeremy Hawkins

  • AWMA®
  • AAMS®
  • CRPC®

    • Investment Advisor Representative

    LPL Financial

    At the end of the day, financial dreams have faces and names. My consultative process will take the time to get to know you and the specific investment needs of your family.

    Grand Central | Cascade Park

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    Headshot of Todd Juenger

    Todd Juenger

    Investment Advisor Representative

    LPL Financial


    Let’s make the complicated understandable. Does your investment portfolio have a plan? To begin a conversation about your dreams and goals, feel free to reach out.

    Riverstone | Washougal | Buckman

    Meet Todd Email Todd Call Todd
    Headshot of Dimitry Makhanov

    Dimitry Makhanov

    Investment Advisor Representative

    LPL Financial

    My focus is on building trust to deliver personalized, transparent, and values-driven financial guidance. I’m here to help you make informed decisions to support your long-term goals.

    Downtown | Salmon Creek

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    Headshot of Andy Murphy

    Andy Murphy

  • AWMA®
  • AAMS®
  • CRPC®

    • Investment Advisor Representative

    LPL Financial


    From the discovery phase through to designing a plan and putting it into motion, we’re here to help every step of the way. Reach out to get started.

    Scotton Landing | Battle Ground | Eastridge

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    Headshot of Tim Reichstein

    Tim Reichstein​

  • AWMA®
  • AAMS®
  • CRPC®

    • Investment Advisor Representative

    LPL Financial

    Not only does a smile and handshake set a positive tone, but meeting in person allows us the opportunity to know one another in a way that just can’t be replicated over the phone.

    Hazel Dell | Ridgefield

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    Headshot of Evan Timperley

    Evan Timperley​

    Investment Advisor Representative

    LPL Financial


    I’ll strive to simplify and customize the planning process to set you up for success. I welcome the opportunity to meet and learn about you and your goals.

    Fourth Plain | Orchards

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    Headshot of Jojo Delgado

    Jojo Delgado

  • CRPC®

    • Investment Advisor Associate

    LPL Financial

    Let’s set you up with an advisor to talk about securing your financial future. It all starts with having a plan. Bring me your questions and I’ll be happy to assist you any step of the way.

    Operations Center

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    Headshot of Wren Hanson-Reeb

    Wren Hanson-Reeb

  • AWMA®
  • FPQP®
  • CRPC®

    • Investment Advisor Associate

    LPL Financial

    Our process allows us to understand your objectives and concerns so that we can empower you to make better financial decisions. I can be your first step in the process.

    Operations Center

    Meet Wren Email Wren Call Wren
    Headshot of Maxwell Senf

    Maxwell Senf

  • FPQP®
  • CRPC®

    • Investment Advisor Associate

    LPL Financial

    Financial planning can be defined as the process of identifying, setting, and creating a plan to work toward reaching your goals. Whatever they may be, we’re here to help.

    Operations Center

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    Headshot of Russ Gochnear

    Russ Gochneaur

  • AWMA®
  • AAMS®
  • CRPC®
  • CRPS®

    • Program Manager

    VP Investments and Insurance

    LPL Financial

    Along with this outstanding team, I look forward to focusing my positive energy on achieving the financial goals of yourself and your family, whether they be big or small.

    Operations Center

    Meet Russ Email Russ Call Russ

    APPOINTMENT REQUEST

    Meet with an advisor.

    Request to have a no-obligation Discovery Meeting to start the planning experience for yourself or your business.

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    Professional Designations

    Issued by College for Financial Planning

    Individuals who hold the AWMA™ designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    Issued by College for Financial Planning

    Individuals who hold the AAMS™ designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    Issued by College for Financial Planning

    Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    Issued by College for Financial Planning

    Individuals who hold the CRPS™ designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    Issued by College for Financial Planning

    Individuals who hold the CRPC™ designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    Check information for this firm on FINRA's BrokerCheck

    BROKERCHECK

    *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Columbia Credit Union and Columbia Invest & Insure are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Columbia Invest & Insure, and may also be employees of Columbia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Columbia Credit Union or Columbia Invest & Insure. Securities and insurance offered through LPL or its affiliates are:

    Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    Columbia Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.  Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.

    LPL Financial Form CRS