Our Qualifications

Carol Weems, CFP©CPFA

Financial Planner

Carol has been working with individuals and businesses for more than 19 years. She holds various licenses and professional designations including her Certified Financial Planner© and the Certified Plan Fiduciary Advisor certifications. She is a qualified representative and licensed to sell a variety of investment and insurance products.

She is dedicated to developing lasting relationships with all of our clients. Carol believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with her is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that Carol can provide is a roadmap to working toward a more secure financial future.

She completed her undergraduate education in accounting and finance at Gonzaga University. She is looking forward to using her experience and knowledge to help you pursue your financial goals. 

 

 

 

 

Becca Hamstra

Administrative Assistant

Becca has over 30 years of experience helping people with their tax and financial items. Her responsibilities include communicating with clients, monitoring investment accounts, researching and analyzing investments, and assisting with portfolio construction.

Becca completed her education at the University of Denver where she graduated with a bachelor's degree in Business Administration. She went on to pursue her law degree at the University Of Denver College Of Law and obtained her Juris Doctor degree in 1988.

Her professional journey began in 1989 when she was admitted to the Colorado Bar Association, then started serving as an Assistant Judge Advocate General in the US Air Force for 4 year. In 1994 Becca was admitted to the Washington Bar Association. She practiced estate planning and tax law in Spokane between 1996 and 2000.

Her desire to help women master their financial wellness and independence prompted her to change career paths in 2000. Becca joined the financial service industry where she received training from a major securities firm for 4 years before going independent with KMS Financial Services in 2004. She continued her practice with KMS until 2020 when they sold to Securities America. In 2021 Becca and her clients joined CJK Investment Consultants.

 

 

Saumen Chattopadhyay, CFA, CPA

Chief Investment Officer

Saumen has over 26 years of experience in asset management industry holding C-suite leadership positions with institutions, investment firms and wealth management platforms. He came from Carson Group he was the Chief Investment Officer (CIO) leading their $18 billion investment platform. Prior to Carson, Saumen was the CIO of Convex Capital management and Head of Investment Management at Jackson National Asset Management, Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds.

Saumen is a veteran in asset allocation, portfolio and risk management. Among his many accomplishments, Saumen introduced robust investment offering and alternative investments to Carson partners, and at Convex Capital, he developed unique wealth management solution.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

 

 

Phil Troyer

Chief Compliance Officer

Phil is responsible for the firm’s overall compliance with federal and state investment laws. He has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry.

In addition, Phil is able to draw upon his past experience in insurance, litigation, contract interpretation, and corporate law to assist the firm and its practice leaders with managing the risks associated with their businesses.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck