Christopher R. Cadieux, CFA®, CFP®, AIF®, PPC
Chartered Financial Analyst
Chris R. Cadieux has more than 28 years of experience in the investment and retirement planning industry. Since 1989, he has worked with individuals and businesses to design and implement investment portfolios to create strategies for wealth accumulation, retirement, and college funding.
Gonzaga University, 1989
Bachelor's in business administration
Double major in finance & economics
College of Financial Planning, 1994
CERTIFIED FINANCIAL PLANNERTM certification
Description: The CFP® certification requires passing six tests, in addition to a cumulative final. The topics covered include investment planning, retirement planning, estate planning, insurance, and comprehensive financial plan construction.
Association of Investment Management & Research, 2003
Chartered Financial Analyst® designation
Description: The CFA® designation requires passing three, six-hour tests in succession over a minimum period of three years. The course includes graduate-level material in quantitative investment management, portfolio design and implementation, statistical analysis, currency valuation, financial statement analysis, and macro- and microeconomics.
Sherrie Brunell, MS
Sherrie received her bachelor’s degree in psychology from the University of Alaska, Anchorage in 1997, and her Master of Science degree in psychology, with an emphasis on research methodology and statistical analyses, from the University of Oregon in 1999.
She has extensive experience as an assistant. While in Oregon, she was the executive assistant to a world-renowned cataract surgeon for six years, and she has over 15 years of experience as an assistant in the Alaska legal community.
In her free time, she enjoys singing, hiking, yoga, dancing, studying Biblical Hebrew, and spending time with family and friends.
Administrator and Special Projects Coordinator
After 27 years working in the legal field, Natalie has joined the firm as an administrator and special projects coordinator. She earned a bachelor’s degree in business administration and an associate degree in paralegal studies.
In her free time, she enjoys climbing mountains, running, biking, swimming, kayaking, paddleboarding, traveling with her husband in their RV, and generally spending time in the great outdoors with their two Labrador retrievers, Rocky and Zoey.