Phone: (503) 296-8700

Nancy Congdon, CFP®, MBA
President
Nancy has over twenty-two years of experience as a financial advisor. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. Her undergraduate degree is a Bachelor of Science with a dual major in Accounting and Finance. She started her professional career in public accounting with Ernst & Young. Basically, she’s a numbers gal who loves to help people. It is this calling to help people that led to the founding of Blue Water Wealth. It is her vision, and principled leadership, that guides our work with all clients. Nancy’s interests include: Anything to do with being in, or on, water.

nancy.congdon@bluewaterwealth.com  |  PH (503) 296-8707

Linda Rutledge, CFP®, CRPC®
Financial Advisor and Lead Insurance Analyst
Linda has over nine years of experience as a financial advisor. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Bachelor of Arts in Education. At the heart, she sees herself as an educator who loves to engage with clients so that they make smart choices with their money. With over twenty-five years of experience in the financial services field, Linda has the resources to support her clients' planning needs and help them to reach their financial goals. She's very happy to be at Blue Water Wealth to support the client experience for which we are so well known. In her personal life, Linda is an avid golfer and bowler, is a long time board member of a non profit choir, and one heck of a Grammy to four wonderful grandkids, the best Mom in the world to her two adult sons, and loving Wife to husband Ron for over 35 years.

linda.rutledge@bluewaterwealth.com  |  PH (503) 296-8703

Gabriella Richard
Director of Investment Operations
Gabby leads our investment operations. Gabby is one of the most organized, detailed individuals you will ever meet. This makes her skillset perfect for coordinating your investments. She is excellent at inter-facing with our various third-party money managers to insure that your holdings are properly invested in strategies that align with your unique situation, objectives and risk profile. She combines thoroughness with a warm and engaging personality. Gabby has over eight years of experience as a financial advisor. Gabby’s interests include camping, kayaking, reading, travel and spending time with friends and family.

gabriella.richard@bluewaterwealth.com  |  PH (503) 296-8714

Ryan Congdon
Operations Manager
Ryan is Nancy’s nephew. He and his wife, Erika – a stylist at Magnum Opus, moved here in January 2012 from Mansfiield, Texas – a suburb of Dallas. Ryan serves a vital role in that he oversees our practice operations. He is also an integral member of our team with regards to all elements of our financial planning work. You will come to know him as a kind person who simply wants to help people. He helps the members or our team, making their work lives easier, and he helps our clients with gaining a working knowledge of the variables and levers in their financial plans.

ryan.congdon@bluewaterwealth.com  |  PH (503) 296-8708