Our team
Jason Finnigan
Partner
Josh Snoddy
Partner
Jayden Frank
Client Service AssociateIntegrity
Hard Work
Service
Personal
Baseball legend and Hall of Famer Ted Williams was once quoted as saying, “I’ve found that you don’t have to wear a necktie if you can hit.” For a kid who once dreamed of playing in the Major Leagues, it is hard for me to admit that I now wear a necktie almost every day!
Born and raised in Tacoma, Washington, my wife Aimee and I settled in her hometown of North Bend, Oregon in 1994. The quality of life that our community offers makes it a wonderful place to raise our two daughters, Hailey and Maddie.
My favorite activity is spending time with my family. In spare time I also enjoy Crossfit, distance running, and I've spent many years coaching my daughters’ various sports teams. And although I never made it to the Major Leagues, I hope to apply my skills as a wealth advisor towards helping others reach their (financial) dreams.
Professional
- 2014- Present: HighRoad Wealth Advisors Founding Partner Coos Bay, OR
- 1996 - 2014: Morgan Stanley Vice President Financial Planning Specialist Coos Bay, OR
- 1994 - 1996: American General Corp Financial Representative Coos Bay, OR
- Bachelor of Arts - Economics, 1992 University of Puget Sound Tacoma, WA
- Series 7 - NYSE/NASD Securities Registration, 1997
- Series 63 - State Securities Registration, 1998
- Life Insurance & Annuity License, 2000
Personal
I am happily married to my wife Shannon and have three sons; Braydon, Trenton and Gavin. My family is extremely important to me and I make spending time with them a top priority.
I am also very active within my church and within the community. I try to match my interests with my philanthropic activities (my faith, education and sports).
I am a licensed CPA (non-practicing) and spent approximately 5 years in public accounting as a tax specialist.
Professional
- 2014- Present: HighRoad Wealth Advisors Founding Partner Coos Bay, OR
- 2007 - 2014: Morgan Stanley Financial Planning Specialist Financial Advisor Coos Bay, OR
- 2004 - 2007: Hough, MacAdam & Wartnik, LLC CPA & Tax Specialist North Bend, OR
- 2003 - 2004: Wall & Wall, PC CPAs Accountant Coos Bay, OR
- Bachelor of Science - Business Administration / CPA Track, 2004 Eastern Oregon University La Grande, OR
- Certified Public Accountant (CPA), 2005 Oregon (non-practicing)
- Series 7 - General Securities Representative, 2008
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2008
- American Institute of CPAs
Personal
Born and raised in North Bend, Oregon, I’ve always cherished the close-knit community that defines my hometown. After earning my Bachelor of Science in Finance from Oregon State University, I pursued a career that allows me to combine my expertise in accounting with my passion for helping others achieve their financial goals.
When I’m not in the office, you can find me playing sports like golf, basketball, tennis, and pickleball, or spending quality time with friends and family. My passion for sports extends beyond the court and the field, as I also enjoy watching games and staying active in various athletic pursuits.
Professional
Although my journey in the financial industry is just beginning, I am committed to continuous learning and am currently pursuing my CFP designation.
