Our Team

Our Team

Photo of team member

Ben Warren, CFP®

Principal and Co-Founder

Poulsbo, WA

 

Ben Warren has been in the industry since 2005. He began his career with Thrivent Financial in New Orleans, LA upon graduating with a degree in financial planning from Kansas State University. Ben Warren relocated his office to Silverdale, WA after hurricane Katrina to establish a client focused financial management team. He co-founded registered investment advisor Clear Creek Financial Management in 2014 to better serve his current clients. Ben Warren meets with high-net-worth individuals and families to oversee and coordinate their assets. Ben Warren is married to Elaine, and they have two children Claire and Rex.

Photo of team member

Brian Deely

Principal and Co-Founder

Port Orchard, WA

 

Brian Deely has been in the industry since 2006. He earned his B.A. in business administration marketing from Pacific Lutheran University. Brian Deely previously was an account executive at Zones, Inc. and a program director at the YMCA. Brian Deely joined the current group in 2007 assisting with both financial planning and marketing. He co-founded registered investment advisor Clear Creek Financial Management in 2014 to gain better control of the client experience maximizing opportunities for outreach. Brian Deely is married to Marta, and they have three children Anaya, Audrey, and Stella.

Photo of team member

Joe Gates

Principal and Co-Founder

Port Orchard, WA

 

Joe Gates has been in the industry since 2008. He received a B.S. in productions/operations management from University of Idaho and a masters in teaching at Heritage University. He previously was an operations manager for Jeld-Wen door company and educator both domestically and internationally. Joe Gates joined the current financial management team in 2009 at Thrivent Financial where he has served as a financial advisor. Joe Gates co-founded registered investment advisor Clear Creek Financial Management in 2014, better streamlining operations, and financial planning. Joe Gates is married to Misty, and they have two children Evelyn and Clara.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Clear Creek Financial Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Clear Creek Financial Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved