"our team is here to serve you" -Jason Lambert, President & CEO
President, CEO & Portfolio Manager
Jason is President, CEO and Portfolio Manager of Northwest Financial & Tax Solutions. Over his career, he has worked for some of the largest financial firms in the world, including as an Assistant Vice President with Merrill Lynch. As the firm's portfolio manager, Jason plays an integral part in the success of Northwest Financial & Tax Solutions. He is a strong believer in the importance of independence in financial planning — when a firm is truly free to help the client in the best way possible. Jason is also the co-host of the Retirement Trailhead Radio Show and the Peaks and Valleys Podcast.
Jason graduated with a degree in finance from Auburn University. In his spare time, he enjoys watching college football and is a huge Auburn fan. He also enjoys working around the house, playing board games with friends and spending time with his wife, Celicia, daughter, Ella Joy and son, Nolan.
Senior Vice President & Financial Advisor
David is an Independent Financial Advisor and the Senior Vice President of Northwest Financial & Tax Solutions. In addition to co-hosting the weekly radio show “The Retirement Trailhead” and the weekly podcast “Peaks and Valleys”, he also meets with clients to develop custom and comprehensive retirement income plans.
David brings over 20 years of experience in the financial industry to the position and is known for turning complex strategies and investments into easy to understand language. He is passionate about helping individuals gain peace of mind about their financial situations. He graduated from Northwest University Sacramento. In his spare time, he enjoys running, obstacle racing and volunteering in the community (sorting food pantries, bell ringing for the Salvation Army etc.). He has been married to his wife Kimberly for 34 years. Together they raised 3 children and have 2 new grand kids.
Financial Advisor & COO
Dustin is a Financial Advisor and Chief Operations Officer at Northwest Financial & Tax Solutions. He is a transplant from Houston, Texas, where he spent eight years at an independent wealth management firm. He is passionate about the education process that he provides for his clients. Dustin believes that a properly informed client is capable of becoming a savvy investor. He enjoys helping his clients navigate the decision-making process while raising their level of financial sophistication. Dustin earned a Bachelor's degree from Indiana University, and is currently working toward his M.A. at Biola University. He is married to the love of his life, Ali. They have three children Blaise, River and Guy.
KATIE JO SWASEY
Katie Jo is a Financial Advisor for Northwest Financial & Tax Solutions. She works with clients and prospective clients to develop custom and comprehensive retirement income plans. Katie Jo joined the Northwest Financial & Tax Solutions team in 2010. She came to the company with 15 years of financial experience under her belt.
Katie Jo was born and raised in Portland, Oregon. She and her husband, Kirk, have two children, Kaydence and Konner. Together they enjoy riding bikes, playing soccer and cheering on the Portland Winterhawks. In the community, Katie Jo is a committee member for the Colon Cancer Alliance and an organizer for the Portland Undy Run.
Bruce is a Financial Advisor with Northwest Financial & Tax Solutions. He brings 16 years of experience in investing and financial planning to the team. Bruce enjoys helping our clients protect and enjoy the fruits of their labor.
Bruce earned his B.A. in International Relations from Claremont McKenna College. After working in trade finance with Freightliner LLC, he obtained his securities licensing and worked for Morgan Stanley Smith Barney for 6 years. In 2011, Bruce became a Financial Advisor with TwinStar Credit Union, before joining Northwest Financial & Tax Solutions. Bruce and his wife, Melissa, have four cats and two kids, Austin and Maddie. They enjoy reading, watching the Food Network and HGTV, and going to the movies together.
Deane has a passion for tax planning, and has many years of experience working with a wide variety of clients with a broad range of taxation issues for individuals and businesses, including rental properties, complex K-1s from pass-through entities, and complicated brokerage statements. From simple tax returns to complex tax planning needs, Deane is your "go to" guy.
Deane is a regular contributor to The Retirement Trailhead Radio Show.
Ashley is the General Manager at Northwest Financial & Tax Solutions. She manages the team and makes sure everything runs smoothly day in and day out.
Ashley has grown within the company from processor, to lead processor to management. In the past, she served as a bank assistant manager where she oversaw daily operations including client and employee relations.
Ashley was born and raised in Woodland, Washington, where most of her family still lives. Ashley enjoys being with her family, camping, going to the beach and watching movies. Even though she says orange is not her color, you can count on her to be cheering for her favorite college football team, the Oregon State Beavers.
Tim is the Marketing Director for Northwest Financial & Tax Solutions. He handles things like event production, digital marketing, and scheduling. He also produces The Retirement Trailhead Radio Show and the Peaks and Valleys Podcast.
Before joining Northwest Financial, Tim worked at a Portland, Oregon based direct marketing agency as a digital marketing strategist and account manager. Tim enjoys hiking, kayaking, exploring local eateries, reading, and spending time with friends.
Director of First Impressions
Crystal is the Director of First Impressions at our Vancouver, Washington, office. She is responsible for showing our clients and prospective clients warm hospitality. Prior to coming to Northwest Financial & Tax Solutions, she worked at a hotel for nine years in their event planning and guest relations department. Crystal enjoys building relationships and speaking with clients over the phone and in person. She has written and published four fiction books and is currently working on her fifth. She is married and has one daughter, Kaylee.
Clarissa manages the Private Client team that directly supports client accounts and the operational processes of the firm. Prior to joining Northwest Financial and Tax Solutions, she spent over 14 years in the financial industry working her way up from a Teller to Management.
Clarissa was born and raised on Guam and enjoys spending her spare time at the beach with her husband, Charlie and their 3 children.
ADRIANA C. WALKER
Private Client Associate
Adriana is a Private Client Associate. She works closely with clients to provide them with exceptional service. She processes new business paperwork, handles requests for funds, answers administrative questions and much more. Before coming to Northwest Financial & Tax Solutions, she worked for the Social Security Administration. In her spare time she enjoys wine tasting and spending time with her husband.
Private Client Associate
Stefen is a Private Client Associate with Northwest Financial & Tax Solutions. She moved to area from Hawaii where she spent 4 years working as an Office Administrator. Over her career she has held many positions in various industries and brings that diverse experience to the position.
Stefen has two grown sons and loves spending time with her granddaughter, her boyfriend, and her dog Oswald.
Private Client Associate
Amanda is a Private Client Associate with Northwest Financial and Tax solutions. She comes from a professional background made up of 17 years of banking experience working in credit union branches. Her experience has translated very well over to Northwest Financial where she is able to use Her past financial and customer service experience in daily interactions with our wonderful clients.
Amanda enjoys spending time with her husband, young son, and daughter. Their hobbies are playing at gaming arcades and having Nerf dart battles.
Private Client Associate
Aura is a Private Client Associate with Northwest Financial & Tax Solutions, where she provides personalized service and support for our clients. Aura came from a diverse professional background with experience in a variety of industries including financial services, digital marketing, and education.
Aura graduated from UC Santa Barbara with a degree in media studies. Outside of work, Aura is an artist and has sold her original paintings and prints around the world. She enjoys reading, watching movies, and cooking. She has two young children, a girl and a boy. And she also enjoys hiking and fishing with her husband since the time they met 20 years ago.
Listen to the podcast
The Retirement Trailhead radio show airs weekly on major talk stations throughout the Portland Metro area but you can listen anytime from the comfort and convenience of your home or office.