As the co-founder of NorthWest Investment and Retirement Group 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 Advisory Services through KMS Financial Services, Inc. 2001 Sixth Ave., Suite 2801 Seattle, WA 98121,
Local Office: 15875 Boones Ferry Road, Suite 1442, Lake Oswego, OR 97035, (503) 445-2626
Portland Office: 5901 SW Macadam Ave., Suite 135, Portland, OR 97239, (503) 445-2626
CAREER EXPERIENCE & TRAINING
Michael Smolak has past working experience as a pension consultant. He is a fully licensed General Securities Registered Representative of KMS Financial Services, Inc., a FINRA Broker/Dealer. He is a Registered Financial Consultant (RFC®). Mr. Smolak is also a licensed insurance producer (agent). (Oregon: 105026, and Washington: 37108.)
He holds an Oregon insurance consultant’s license.
Michael Smolak graduated from the University of Notre Dame, earning a Bachelor of Science degree in Mechanical Engineering. He also received a Master of Business Administration degree (Marketing & Finance) from Portland State University.
Mike is married and has one adult daughter.
Mike enjoys outdoor adventures backpacking and cross country skiing. He is an amateur winemaker with a number of awards to show for his wines.