Jason began his career as a financial advisor in 2008. A graduate of Hollywood High and Cal State University (BA, History), Jason also holds a Master of Divinity degree from Princeton Theological Seminary and a Doctor of Law degree from Pepperdine. Jason’s qualifications as a Financial Advisor include Series 7 and Series 66 licenses and professional investment experience since 2008 (7 - 2/11/2008; 66 - 1/2/2009). Jason founded Green Jay Financial Advisors to enrich current stewardship relationships and to make new ones as we provide generational wealth management for long-term investors.
Email Jason@GreenJayFA.com

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 his 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. He now advises the team at Green Jay.

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.

Joe Gates has been in the industry since 2008. He received a B.S. in productions/operations management from the University of Idaho and a Master’s in teaching at Heritage University. He previously was an operations manager for Jeld-Wen Door company and an 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.

Jaeger earned his Associate degree in Business at Olympic College and studied business at the University of Washington, Seattle. He offers a competitive mindset with his unique background as a Seattle Sounders Academy alum and Kitsap Sun Athlete of the Year. After work experience as a Bookkeeper, Human Resources Officer, and Payroll Specialist, Jaeger holds the Series 65 license to provide investment advice. He joins his father at Green Jay Financial Advisors to build strong relationships with clients and to support them in achieving their financial goals. 
Email Jaeger@GreenJayFA.com

Jason Kelley has been in the finance industry for over 10 years. He earned his dual B.A. in Business and in Economics from Pacific Lutheran University. He previously worked for large organizations in the PNW, helping them create and execute financial strategies supporting $400M+ in annual revenues. Jason then went on to serve non-profits overseas for a year, working with over 10 organizations across 11 countries and 3 continents. After he returned, he helped start a church while building a technology startup. Jason is now serving as a Financial Advisor and Lead Operations Manager for Clear Creek Financial Management.

Maddie Largey earned her Bachelor’s degree in Product Design Engineering at Stanford University, a program under their Mechanical Engineering core. She currently leads her own startup as co-founder & CEO, where Jason and Jaeger were early supporters and advisors to the team. She now advises the Green Jay team on all things design and marketing-related. She strongly agrees with the Green Jay mentality of knowing your client as a core principle for both sound financial advising and human-centered experience design.

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.