Our Team

Chad Peterson

Chad Peterson, CFP®

Founder, Managing Member, and Senior Financial Advisor
Chad, a Certified Financial Planner, is founder, managing member, and senior financial advisor at Columbia River Financial Group. He brings with him more than two decades of experience as a financial advisor. Chad earned his Bachelor’s Degree in Business Administration from Kent State University in 1993. He enjoys volunteering in the local community, including his church. He also enjoys the Northwest outdoors, golf, and attending his children’s high school sporting events. Chad lives in Camas, Washington with his wife, Ashley, and two kids.
Mike Baltzell

Mike Baltzell, CFP®, RICP®

Chief Compliance Officer and Senior Financial Advisor
Mike is the firm’s chief compliance officer and a senior financial advisor. He is a Certified Financial Planner and has worked in the industry since 2004. He received his Bachelor’s Degree in Health and a Certificate in Gerontology from Oregon State University in 1989. Outside of work, he enjoys camping and attending Oregon State athletic events. He lives in Sherwood, Oregon with his wife, Amy, and their two sons.
Kate Hardin

Kate Hardin, CFP®

Senior Financial Advisor
Kate is a senior financial advisor with Columbia River Financial Group. She is a Certified Financial Planner and started in financial advising in 2010. She earned her Bachelor’s Degree in English Literature from Pacific Lutheran University in 2000. Kate supports various charitable organizations in Clark County and enjoys cooking and traveling in her free time. She lives in Vancouver, Washington.
Derek Kaufman

Derek Kaufman, APMA®

Portfolio and Client Services Advisor
Derek is the portfolio and client services advisor at Columbia River Financial Group. He received an Associate’s Degree in Television Broadcasting from Mohawk College, and spent 13 years in television post-production. He has worked in the financial industry since 2008 and is an Accredited Portfolio Management Advisor. During his free time, he supports local charities and enjoys curling and ice skating with his children. He lives in Milwaukie, Oregon with his wife, Kara, and their two daughters.

Contact us

  • Address
    Columbia River Financial Group
    16701 SE McGillivray Blvd
    Suite 250
    Vancouver, WA 98683
  • Phone
    (360) 335-3350
  • Fax
    (360) 258-0311
  • Email
    This email address is being protected from spambots. You need JavaScript enabled to view it.
Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.