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Our Team

Michael A. Smolak, MBA, Registered Financial Consultant (RFC®)

Founder, NorthWest Investment and Retirement Group

(503) 445-2626

mike@nwretire.com

Michael Smolak works with clients and their CPA`s helping create and manage their retirement strategies. His training and experience in insurance and investment give him helpful insight into often complex client needs. Investments and...

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Leonard Nelson, CFP®

Founder, NorthWest Investment and Retirement Group, LLC

(503) 546-8092

leonard@nwretire.com

Leonard Nelson is the founder of NorthWest Investment and Retirement Group, LLC. Leonard graduated from the University of Idaho in 1982, cum laude, with a double degree in finance and business management. He earned the Certified...

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Mike Sweeney, MS, LUTCF

Associate

(503) 238-5561

msweeney@kmsfinancial.com

(503) 238-5561 msweeney@kmsfinancial.com Mike Sweeney, MS, LUTCF Associate Mike Sweeney is an associate of NorthWest Investment and Retirement Group. Since 1983 Mike has helped his clients pursue their financial goals. A native...

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Paula Marlin

Assistant

(503) 238-5561

paula.marlin@kmsfinancial.com

Paula Marlin is the first to cheerfully greet our customers. She is a portrait of thoroughness, efficiency, and customer service.

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