Our Team
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Our Team

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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.
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Brian Deely

Principal and Co-Founder

Boise, ID

 
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 four children Anaya, Audrey, Stella and Halle.
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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.

Jason Kelley

Operations Lead
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Annie LaValle

Executive Assistant

360.308.8239

Annie LaValle has been assisting business professionals for over 26 years. She earned her BFA in Graphic Design from Ohio University and found a niche in corporate publications. Annie has previously managed the creative and administrative departments for marketing teams. Originally from 'back east', she's made the Pacific Northwest her home since 1987 including 10 years in Alaska. Annie is married to Bill, and together they're proud of their 2 grown sons Ryan and Matthew and share their home with 2 retrievers and a cat.

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