Acted as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M. ● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision. ● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.

- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.

Financial Planner providing wealth management services.

Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.

Life today presents plenty of challenges; you don't have to be expert in finance, investments, taxes, legal documents, and healthcare. You can say, "I have people"​ -- and even better, work with us and you can say, "I have a team."​ So instead of your going to 5 meetings, we'll assemble all your advisors at 1 meeting where you'll see a seismic shift in how much gets done. And how well. Private. No one else has your needs and your priorities. Or precisely your investment portfolio. Advisory. Bring your CPA, attorney, any specialist you want. We have terrific professionals with thoughtful, sensible, for-your-ears-only advice. Group. Fewer and shorter meetings. Fewer loose ends. A whole lot more peace of mind.

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished. We believe everyone needs a financial plan to guide them and keep them on track toward their goals. Through our financial planning services, we help clients establish their goals in life and develop a roadmap they can use as a guide. With your goals and your roadmap in hand, we will help you every step of the way by managing the day-to-day operations of your portfolio to achieve your goals. Our services include: • Investment management • Retirement strategies • Alternative Investments • Tax Strategies • Estate conservation • Insurance and annuity products • College Savings Plans We are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none. __________________ Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.

Bob McMahon uses the trade name/DBA Premier Wealth Washington. All securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Archon Capital Management LLC ("Archon") was established in 2004 by Constantinos Christofilis as a privately held investment firm. Archon invests in small-to-mid capitalization securities primarily in the technology, consumer and healthcare sectors. Archon uses a disciplined, fundamental, bottom-up research approach to build a concentrated portfolio. Archon invests in companies it believes are undervalued relative to growth potential and possess catalysts to accelerate sales or earnings growth. The firm is in Seattle, WA.

Manages business operations, reporting, billing, accounting, and assists with regulatory compliance for Aspire Capital Advisors. Works closely with the Aspire team to help ensure that every client receives personalized service.

-Prepared for and administered over 40 clients which included weekly meetings, review reminders, compiling secure documents, updating accounts, end of year tax projection reports, and company greetings -Ran errands, tracked inventory, and scheduled maintenance for the office -Assisted and marketed company events which included birthdays, client appreciation, and a Holiday Brunch with over 100 guests

Chinook Capital Advisors, a local leading M&A advisory firm, was co-founded by John O’Dore and Ed Kirk to serve the needs of Pacific Northwest business owners. We focus on lower-middle market businesses generally with revenues of $10m to $100m. We have extensive experience across a broad range of industries including: - Manufacturing - Distribution - Business Services - Technology - Healthcare Products & Services - Consumer Products & Retail Our team consists of professionals who were born and raised in the Northwest with family roots throughout Washington, Oregon and Idaho. We understand the opportunities the region presents. We offer a combined 60 years of experience that includes backgrounds in business ownership, investment banking, corporate development, operations, tax, legal, engineering, and commercial real estate which allows us to serve the owners of family- and privately-held companies throughout the Northwest. Our clients depend on us to lead them through successful business transitions, primarily full company sale and recapitalization events. We also provide other trusted advisor roles, including advisory board leadership, valuation services, and transaction planning and preparation services for business owners – often years in advance of a transition. We welcome introductory meetings with business owners to discuss business valuation, transaction readiness issues, and to evaluate the merits of a broad range of business transition alternatives. We can be reached at: [email protected] [email protected] [email protected] [email protected] [email protected] [email protected]

• Used Ultra Tax to prepare 174 tax forms, including forms 1120S, 1120, 1065, and 1040• Used QuickBooks to correct clients’ accounting, create AJEs, and complete tax forms• Created tax projections in Planner and Excel for tax strategy recommendations for clients• Reconciled and entered 50 clients’ wealth data for reporting gains after net contributions• Completed over 20 work papers for property sales, including section 1031 exchanges• Created a 500-client data set with Power Query to merge client data across different systems• Researched specialized tax credits for client-specific needs• Researched issues related to 1031 exchanges for client compliance • Created work papers with Schedule M-1 adjustments for business clients• Prepared Schedule K-1s for owners of S-corporations and partnerships• Prepared Schedule Es and Schedule Cs for clients with disregarded entities