Principal and Co-Founder
Chief Executive Officer
Brian Deely has been in the industry since 2006. He earned his B.A. in business administration marketing from Pacific Lutheran University. Brian Deely previously was an account executive at Zones, Inc. and a program director at the YMCA. Brian Deely joined the current group in 2007 assisting with both financial planning and marketing. He co-founded registered investment advisor Clear Creek Financial Management (CCFM) in 2014 to gain better control of the client experience maximizing opportunities for outreach. Brian Deely is married to Marta, and they have four children Anaya, Audrey, Stella and Halle.
Principal and Co-Founder
Chief Compliance Officer
Joe Gates has been in the industry since 2008. He received a B.S. in productions/operations management from University of Idaho and a masters in teaching at Heritage University. He previously was an operations manager for Jeld-Wen door company and educator both domestically and internationally. Joe Gates joined the current financial management team in 2009 at Thrivent Financial where he has served as a financial advisor. Joe Gates co-founded registered investment advisor Clear Creek Financial Management (CCFM) in 2014, better streamlining operations, and financial planning. Joe Gates is married to Misty, and they have two children Evelyn and Clara.
Principal and Co-Founder
Chief Investment Officer
Ben Warren has been in the industry since 2005. He began his career with Thrivent Financial in New Orleans, LA upon graduating with a degree in financial planning from Kansas State University. Ben Warren relocated his office to Silverdale, WA after hurricane Katrina to establish a client focused financial management team. He co-founded registered investment advisor Clear Creek Financial Management (CCFM) in 2014 to better serve his current clients. Ben Warren meets with high-net-worth individuals and families to oversee and coordinate their assets. Ben Warren is married to Elaine, and they have two children Claire and Rex.
Lead Operations Manager
Jason Nicholas Kelley has been in the finance industry for over 10 years. He earned his dual B.A. in Business and in Economics from Pacific Lutheran University. He previously worked for large organizations in the PNW helping them create and execute financial strategies supporting $400M+ in annual revenues. Jason then went on to serve non-profits overseas for a year, working with over 10 organizations across 11 countries and 3 continents. After he returned he helped start a church while building a technology startup. Jason is now serving as Lead Operations Manager for Clear Creek Financial Management. Jason is married to Brittany, and they have twin girls Eliana and Ariah.
Executive Assistant
Annie LaValle has been assisting business professionals for over 26 years. She earned her BFA in Graphic Design from Ohio University and found a niche in corporate publications. Annie has previously managed the creative and administrative departments for marketing teams. Originally from ‘back east’, she’s made the Pacific Northwest her home since 1987 including 10 years in Alaska. Annie is married to Bill, and together they’re proud of their 2 grown sons Ryan and Matthew and share their home with 2 retrievers and a cat.