NEWS & RESOURCES

Kris Loomis designated as Champion Partner of CNC Financial

For immediate release: October 7, 2020

For more information, please contact: Adelae Winters, (509) 663-1661

Cordell, Neher & Co. designates Champion Partner

Wenatchee, WA – Kris Loomis, Managing Partner of Cordell, Neher & Co, PLLC, has recently been designated as Champion Partner for CNC Financial Group.

The Champion Partner develops and guides the vision of the Financial Services Firm and leads the team toward growth. Loomis will work with the Firm’s CPA team to develop and manage holistic financial plans to support clients’ financial success.

The role of Champion Partner was most recently held by Jeff Neher, who is retiring this month after more than 40 years.

With a wide range of practical application experiences to draw from, Loomis offers ‘turn-key’ solutions in multiple business arenas. She began her professional career managing an EPA certified drinking water quality laboratory in Boise, Idaho and relocated to Wenatchee in 1994 to become Operations Manager for an internet service provider. The company rapidly expanded and went public in 1996. In 1997 Loomis formed a management consulting practice working primarily with high growth and start-up companies on their planning and finance aspects.

She joined Cordell, Neher & Company, PLLC in the Leavenworth office to assist in the expansion of their consulting practice and transferred to the Wenatchee office in May 2003. She continues to build on her consulting background and work in the litigation services division, and currently serves as Cordell, Neher & Company, PLLC’s Managing Principal.

The CNC Financial Group is housed in the offices of Cordell, Neher & Company, PLLC, one of North Central Washington’s largest and most respected accounting firms. This blending of trusted tax professionals and financial advisers allows the team to develop a comprehensive wealth care plan that’s best for clients. CNC Financial Group, LLC is organized to meet the specific investment needs of families, businesses, and institutions in the community we serve as trusted accounting advisers.

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Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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