- 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.

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.

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

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.

-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]

Personal financial advice without product sales.

Performed all tasks involved in running a small Financial Planning business including: marketing, payroll, administrative, client relations, and investment analysis. Researched and made investment recommendations to the Account Manager for further analysis based on market data and trends. Managed the new marketing process and advertising avenues in order to seek out new clients and help grow the small business. Designed and implemented new tools for tracking and managing the company’s marketing efforts. Assisted in the diversification of client portfolios based on risk tolerance, income level, and net worth.

At Bond Financial we are passionate about helping people. As a 40 year old family business, we use our expertise and experience to assist our clients in developing clarity about their unique life and wealth goals. Our mission is to help our clients align their wealth with their values. We do this by asking good questions, listening deeply, evaluating what we learn with our team, and presenting options that help our clients move towards their goals as effectively as possible. We strive to have a meaningful positive impact on the lives of our clients, their families and their communities. Jesse Bond is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Jesse Bond is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Jesse Bond is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Jesse Bond is not licensed in all jurisdictions. California Insurance license #0E50411. Neither Bond Financial PLLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its affiliates. 155 NE 100th St., Ste 301 Seattle, WA 98125. (206) 832-0400. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Smart Portfolios LLC originally created custom trading algorithms and performance measurement software solutions. The firm specializes in Extreme Value Theory (EVT), which is an advanced asset allocation methodology and the foundation of their proprietary Dynamic Portfolio Optimization (DPO) asset allocation system. This approach seeks to improve the risk-adjusted return for investors.