Broker Check

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

Principal

(503) 238-5561

(503) 224-8832

msweeney@kmsfinancial.com

Mike Sweeney is a principal of NorthWest Investment and Retirement Group. Since 1983 Mike has helped his clients pursue their financial goals. A native "Portlander" he graduated from Grant High School and Portland State University...

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Paula Marlin

Executive Assistant

(503) 238-5561

(503) 224-8832

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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Laura Gehrke

Office Administration

(503) 224-2034

(503) 224-8832

Laura@NWRetire.com

Laura Gehrke is the office administrator for NorthWest Investment and Retirement Group. She has experience in accounting and administration working with securities training.
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