Greg Headrick, CFP, CIMA, AIFA
Managing Partner, Chief Compliance Officer

Greg has worked in the financial industry since 1992. He focuses on investment fiduciary practices, wealth management and investment consulting for private clients and institutions. Greg is a member of the Investment Management Consultants Association (IMCA), the Financial Planning Association (FPA) and the Retirement Income Industry Association (RIIA). He has received the Certified Financial Planner (CFP), Certified Investment Management (CIMA), Retirement Management Analyst (RMA) as well as the Accredited Investment Fiduciary Analyst (AIFA) certifications. He holds the Series 65 and Insurance licenses. Greg is a Trustee, member of the Executive Committee and Chair of the Finance Committee at University Child Development School, also serving as the Treasurer on the Advisory Board of Southwest Boys and Girls Club.

Phil Diamond, CFA
Chief Investment Officer

Phil has over 30 years of experience in the Investment Field. After earning a Bachelor of Science from Portland State University in economics, he began working for the First Interstate Bank of Oregon. He was promoted to Vice President and Manager of Trust Investments in Nevada. He obtained his CFA (Chartered Financial Analyst) designation in 1990. Later in his career, he became a Senior Portfolio Manager at Laughlin/Dwight Asset Management, followed by ten years as Senior Vice President. He was most recently Chief Investment Officer at Focus Point Solutions for the H Group.

Art Nunes, CMT
Senior Partner
CIO: Dynamic Investing Group

Art is Chief Investment Officer and Director for the Dynamic Investing Group. He manages the Dynamic Allocation Program for clients. He grew up in Massachusetts where aviation played a major role in his life as he learned to fly at age 16, holds a commercial pilot license and earned a Bachelor of Science degree in Aeronautical Engineering from The Ohio State University. Prior to joining Northwest Asset Management, he was a principal and portfolio manager with IMS Capital Management and a portfolio manager with RBC Dain Rauscher and Salomon Smith Barney. He is a Chartered Market Technician (CMT) and provides regular market commentary on CNBC and FOX Business News.

Marty Paul
Director: Private Wealth Group

Marty is the Director of the Private Wealth Group and has over 17 years experience in the financial industry. He specializes in servicing high net worth individuals and families. His comprehensive approach to wealth management includes asset allocation models, estate planning, non purpose lending and alternative investments. Marty is highly recognized in the financial industry and was named On Wall Street’s “Top Advisor’s Under 40”. Marty’s reputation for providing exceptional service and advice has allowed him to achieve an accomplished career growing his business strictly by referrals since 1998. He has served on the board of the South Puget Sound Boys and Girls Club and Gig Harbor Academy. Marty and his wife Stacy have 4 children and live in Gig Harbor, WA. Together they enjoy outdoor sports and spending time together as a family traveling.

Doug is the Chief Investment Officer for the Donnelly Portfolio Advisors. Doug started managing client assets in 1985 and spent over 25 of those years with the same firm. He has a BS degree in Business from Arizona State University and Masters in Industrial and Labor Relations from the University of Oregon. Author of the 1993 investment book "The Money Monarchs - The Secrets of 10 of America's Best Investment Managers".  Co-winner of the Stock Traders Almanac best investment book of the year and featured as a "top 10" read by Forbes magazine columnist Kenneth Fisher. He is also multi-year winner of "Washington’s Top 25 Wealth Advisors" by the Winner's Circle and the Puget Sound Business Journal. He was named one of "America's Top 100 New Style Brokers" in 1994 by Financial Planning magazine. Doug has been married for almost 33 years to his wife Jeri. They have three boys - Connor, Ross and Patrick. Doug and Jeri are very active in the community with various children's causes and activities.     

Alice Boytz, CAP
Senior Partner

Alice has worked in the financial industry since 1998. She focuses on investment management for private clients and non-profit organizations, retirement planning, and wealth management. Alice holds the Series 65 and Insurance licenses. She holds the Chartered Advisor in Philanthropy (CAP) designation. CAP designees have training in areas of charitable giving and charitable planning tools. She serves on the boards of Facing the Future and Friends of Music at Hamilton International. She graduated from Carleton College and recently completed Seattle's Leadership Tomorrow program. 

Rita Fernandez Aguilar
Senior Partner
Dynamic Investing Group

Rita is a Senior Partner of Northwest Asset Management and has over 26 years of experience as an investment professional. She is operations manager for the Dynamic Investing Group and is responsible for managing the Group’s client service and marketing communications effort. Although Rita was born and raised in Seattle she has many international life experiences that include serving as an Au Pair in France and teaching English in Japan. Prior to joining Northwest Asset Management, she was a principal at IMS Capital Management and an investment associate with RBC Dain Rauscher and Salomon Smith Barney. Rita earned her Bachelor of Arts degree in Political Science with a minor in Business Administration from Western Washington University.

Nelly O. Mubashi, MSF, CRPS
Partner
Director of Operations

Nelly has worked in the financial industry since 2002. She focuses on employer-sponsored retirement plans and wealth management for private clients. She holds the Chartered Retirement Plans Specialist (CRPS) designation, and a Master’s of Science Degree in Finance from Seattle University. She graduated with honors from Seattle University and is a member of Beta Gamma Sigma, a national business school honor society. Nelly is bilingual, speaking both Spanish and English.

Joe L. Stone, QPFC, CRPS
Partner
Senior Portfolio Manager

Joe specializes in Fiduciary Investment Management and advice for Qualified Retirement plans, Foundations, Endowments, Trusts and individuals alike. Joe started his investment management career in 1993 with Smith Barney where he spent 14 years and most recently was a Senior Vice President and Financial Consultant with D.A. Davidson in Seattle. Prior to his investment career Joe was a practicing CPA and specialized in audits of large Multi-employer pension plans. He has a Bachelor of Science degree in Accounting from Central Washington University. Joe is a member of The American Society of Pension Professionals and Actuaries and holds a Qualified Plan Financial Consultant (QPFC) designation from them as well as a Chartered Retirement Plan Specialist (CRPS) designation from the College of Financial planning. He also holds the Series 65 and insurance licenses. In his spare time, Joe volunteers as a manager and coach for his son’s Ice Hockey team as well as his daughter’s fast-pitch team. He also enjoys playing golf and ice hockey himself.

Chuck Jones, CFP
Investment Advisor Representative

Chuck is a Certified Financial Planner™ (CFP®) and President of Chuck Jones & Associates. Chuck has worked since 1980 to serve the financial planning, business planning and investment counseling needs of individuals, families, and small business. He specializes in retirement, estate, investment and special situation planning, as well as small business consulting.
An energetic and inspiring entrepreneur, Chuck has years of experience working with small business and finance, including 27 years as a CFP®. Originally from New Jersey, Chuck has made Portland his home since 1976. He is a graduate of Bucknell University with a degree in Commerce and Finance.

Mark Kramer, MBA
Alternative Strategies
Dynamic Investing Group

Mark develops “alternative investment strategies” for the Dynamic Investing Group. He has 25 years of experience in banking and finance, working for organizations such as First Chicago Capital Markets, Banc One Capital Markets and GE Capital. He developed an expertise in technical analysis for stocks and commodities during the mid-1990’s and has designed and traded multiple mechanical trading systems. Over the years he migrated into developing quantitative tools for overall portfolio management. Mark grew up in Wisconsin, received a bachelor’s degree in political philosophy from Oberlin College, and earned a Masters of Business Administration degree in Finance from the Wharton School at the University of Pennsylvania. He lives and works in Deer Mountain, Utah where he pursues his hobbies of downhill skiing and hiking.

Kim Taurman
Partner
Private Wealth Group

Kim is a Partner at Northwest Asset Management and has over 20 years experience in the financial industry. Her past experience includes working as an Investment Associate and serving as a Branch Service Manager for over 13 years. Kim heads client services for the Private Wealth Group. Her team focuses on creating a customized experience for high net worth individuals and family relationships by catering to their personal needs. Kim has served on the board of PenMet Foundation (now Greater Gig Harbor Foundation), Learners for Life Resource Center and has donated countless hours in her community through her church, her son's sporting activities and local causes such as Juvenile Diabetes Research Foundation. Kim and her son Levi live in Gig Harbor WA where they enjoy spending time skiing and snowboarding.

Jill D. Smart 
Investment Advisor Representative

Jill holds a Bachelors Degree in Economics & Management from Albion College. She is the newest advisor affiliate on the Chuck Jones & Associates team. She holds Health/Life Insurance licenses in Oregon and Washington. Jill is a member of the Oregon City Chamber of Commerce, the Women Entrepreneurs of Beaverton, the FPA, and the University Club of Portland. Jill is a past president of Kappa Alpha Theta - Portland Alumnae Chapter and volunteers for many local non profits.

William H. Ziehl Jr.
Partner
 

Bill earned a Bachelor of Arts degree in Finance from Washington State University, with an emphasis on Economics. This year marks his 27th year as a professional in the financial industry, serving the last fifteen years as an investment portfolio manager. Bill holds the series 65 license. He is active with The Boy Scouts of America as an Eagle Scout and a Scout Master in Medina, Washington. Bill lives in Bellevue with his wife, son and daughter where they are involved in the church and community.

Steven Hering
Partner

Prior to starting his first market job with Drexel Burnham Lambert in 1986, Steven worked primarily in the Soft Drink industry. Traveling up to fifty weeks a year in the US, Canada, and the Caribbean for ten years, brought a unique view of classic American industry, Steven left Drexel for A. G. Edwards & Sons in January of 1989 and continued with Edwards through their recent purchase first by Wachovia, and its subsequent purchase by Wells Fargo Bank.

Between 1990 and 2000 in addition to his broker duties, Steven taught a basic investing course (pro-bono), for North Seattle Community College. Since giving up teaching, he's been on the learning team by becoming an associate member of the Market Technicians Association. As of this writing, Steven has passed two of the three required exams to become a Chartered Market Technician. Steven says the market is surely one of mankind’s greatest inventions. "Every day the market teaches us something new, and sometimes the lesson can be as much about ourselves as it can be about the commerce of the world." Steven holds Series 65 license.

Nu Wang, CFP
Technical Research Analyst
Dynamic Investing Group

Nu is the Dynamic Investing Group’s lead Technical Research Analyst and heads up its securities trading desk. She also monitors and adjusts the group’s client portfolios to insure they are in alignment with each client’s target investment mix. Nu brings her unique background, experience and perspective to the firm. She was born and raised in northern China, earned her B.S. degree in Science from Peking University in Beijing and obtained a Masters Degree from the University of Pittsburgh. Prior to joining Northwest Asset Management, she worked with Art and Rita as a research analyst at IMS Capital Management, was a financial advisor with H&R Block Financial Advisors and a cancer research scientist for nearly 17 years. She holds the Certified Financial Planner (CFP) designation.

Kristi Panza
Manager of Client Services, Billing Specialist

Kristi is the firm's Client Services Manager and billing specialist. Some of her duties include client relationship management, account maintenance, quarterly billing and operations support. Prior to joining the firm in early 2010, Kristi was in banking for 5 years. Kristi was born and raised in Southern California, and has lived in Seattle for the past three years. She is currently pursuing her bachelor's degree in Finance at Seattle Central Community College.

Christina Peschek
Administrative Assistant
Private Wealth Group 

Christina holds a Bachelor of Science degree in Computer Information Systems with an emphasis in accounting from the University of Puget Sound. Prior to working at NW Asset Management she worked for 10 years for a local RIA, focusing in system development and customer relations. She is a long –time resident of Gig Harbor. Her hobbies include genealogy and photography.
 

Laure Drago
Administrative Assistant
Private Wealth Group
 

Laure is an Administrative Assistant at our Gig Harbor office. She has a Bachelor of Arts degree from Washington State University and has spent much of her time over the past 25 years traveling the world with her husband Jim, a career Army Officer. She has countless hours of volunteer work, most recently serving for three years on the board of the high school scholarship committee.
Laure and Jim have two children; they enjoy skiing, biking, running and playing golf.
 

Simon Mui 
Administrative Assistant II

Simon is one of our firm's Administrative Assistants. Some of his duties include back office operations for our Oregon branch, account maintenance, and custodian follow up. Prior to joining the firm in late 2011, Simon worked for Morgan Stanley and Merrill Lynch. Simon was born and raised in Southern California and is very excited to be living in the Pacific Northwest.