AJ Thibeault, CFP®

AJ Thibeault, CFP®

Financial Advisor – Managing Partner

I began my career with Morgan Stanley Smith Barney in 1995 as a financial advisor in Tacoma, Washington.

In 2002, I was promoted to branch manager of the Gig Harbor, Washington, office; I functioned as a financial advisor and branch manager. In 2002, I achieved the CERTIFIED FINANCIAL PLANNERTM professional certification. In 2005, I was promoted to the Silverdale office as a full-time branch manager.

In 2010, I decided to focus completely on clients as a financial advisor and co-founded Conestoga Wealth Partners in 2011.

I have lived in Olalla since 1993 with my wife of 37 years, Denise. We have three children: a son, Andrew, and two daughters, Brooke and Brittany, and three granddaughters: Rae, Belle, and Jayden. I am a past volunteer wish grantor and bureau speaker with the Make-A-Wish Foundation. My education includes a BS in business administration from the University of Phoenix (1996); an AS from Riverside Community College (1993); and CFP® from City University in Seattle (2001). I have also taken advanced coursework within the firm, focusing on areas of financial, estate, insurance, and retirement planning.

Prior to my career in financial services, I owned my own business as a real estate appraiser; prior to that, I held positions in law enforcement and fire service.

I am a licensed private pilot and enjoy photography, hiking, horses, ranching, landscaping, golfing, and travel. I have a golden retriever named Scout.

Fees: Generally speaking, for investments managed, my fee is 1%–1.5% a year.* For hourly planning, my fee is $350/hour.