Patrick James Mason

Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

NewFocus Financial Group LLC (NewFocus) is a SEC-registered independent investment adviser headquartered in Vancouver, Washington. The firm was founded by Chad Burton in 2004 and they are a subsidiary of EP Wealth Advisors LLC, which is owned by EPWA, Inc. NewFocus provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans.