Focused on Our Family of Executive Clients Since 1982
Founded in 1982, Consolidated Financial Management is based in Beaverton, OR, with clients across the country. We’re headed by highly motivated, “Type A” partners who believe in putting clients’ happiness first and foremost. All our partners have earned the rigorous CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
From the second-generation team that runs our practice, to the way we treat our clients, a warm family spirit permeates our practice. If you’re looking for a level of service that’s more personal, while maintaining the guidance of skilled advisors, Consolidated Financial Management offers you a level of support that’s second to none.
The CFM Family
Kristy A. Motta, CFP®
President & Co-owner
Kristy’s early childhood memories include riding around corporate office parks with her dad, looking for companies that ended in “Inc.” When she spotted one, he added it to his prospect list. Later, they’d go to the library and look up all the “Inc.”s they’d found in the Who’s Who directory.
So it’s fair to say Kristy grew up in the industry. She earned her B.A. in business and marketing at Loyola Marymount University, and, young prospecting years aside, has worked professionally in financial services since 1993. Her focus is on the client’s big picture, spotting potential holes in the planning, and offering useful strategies through investment portfolio design.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2003 from the College of Financial Planning in Denver, CO. She’s a registered principal and branch manager with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She is an investment advisor representative in California, Texas and Oregon. Kristy also has her Oregon state life, health and disability insurance license and variable annuity license. Her past professional affiliations include the Financial Planning Association.
She lives in Beaverton, OR, with her husband, Mark, their daughter, Katy, and their dogs, Buddy, Diva and Rusty.
Kari Raglione-Tissot, CFP®
Chief Financial Planning Officer
Kari came from a family of government workers, and decided at an early age that her destiny would be to create opportunities for herself and others. She put herself through the University of Portland and graduated magna cum laude in 2002 with a degree in finance. While pursuing her business degree, she wrote a paper outlining her near and long term plans. In it, she mapped out her detailed vision of becoming a financial planner.
Today, Kari is pursuing her life plan. She assists our advisors in the detailed analysis work needed for comprehensive financial plans and the associated investment guidance.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2006 from Kaplan University. She is an LPL registered administrative assistant and a branch marketing associate with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She currently holds the investment advisor representative license with Consolidated Financial Management in California, Texas and Oregon.
She lives in Beaverton, OR, with her husband, Jesse; their son, Trevin, and daughter, Tenley.
Tami K. Powers
Director of Operations
Tami joined the CFM family in 2006 to support the needs of the firm with her extensive background in technology. She attended Portland State University and is a native Oregonian.
She lives in Aloha, OR. with her husband, David: their three kids, Emily, Aaron and Matthew; and their dogs, Rosie and Paisley. When not in the office, Tami can be found at her kids’ softball, baseball and football games.
