Meet the Centralia Staff

Barbara Greatwood

Financial Consultant, CFP®

Barbara is a CERTIFIED FINANCIAL PLANNER™; Professional. She did her coursework with the College of Financial Planning located in Denver, Colorado. She is also a licensed Life and Health Insurance Agent, a Registered Representative with First Allied Securities Inc, and an Investment Advisory Representative with First Allied Securities, Inc. She received her Bachelor of Arts degree from University of Washington Tacoma.

Barbara came to the Centralia branch in 1997 and worked with her father for four years before he retired. She is proud to have had such a knowledgeable mentor and shares his passion for helping others make better financial decisions. Since joining the Centralia branch, Barbara has gotten involved with the Centralia community as a Rotarian in the Centralia Club and as a Business Week volunteer.

Don Hansen

Financial Consultant

Don Hansen has been a licensed and registered Financial Consultant since 1994. He began his “second career” with the goal of utilizing his business degree from the University of Washington, 26 years experience working in finance and the lessons learned managing his own investments “to be the Broker/Financial Consultant I could never find.”

As Don’s client, your interests will always come first. From a new investor starting an IRA or college savings plan to retirement rollovers and inherited estates, recommendations are tailored to your financial goals, investment experience, risk tolerance and individual circumstances.

Don holds the following professional licenses: FINRA Series 7 General Securities License and State Series 63 License with designations for Washington, Oregon, California, Arizona and Texas. Annuity, Life and Disability insurance licenses.

Ric Cavness

Financial Consultant

Ric enjoys helping his clients plan and move forward to meet their investment goals. His focus is on providing service and guidance to his clients on a regular and ongoing basis. Ric is active in the Boy Scouts of America, is a past president of the Centralia Kiwanis Club and a member of the Chamber of Commerce and St. John’s Lutheran Church. He is a graduate of Centralia College (AA), Western Washington University (BA) and Heritage College (MA ’ Education).

Ric also holds the following professional security designations: Series 7 General Securities License, Series 66 Registered Agent and Investment Advisor, Insurance Life & Disability.

Tom Duffy

Financial Consultant

For retirees to pre-retirees and new investors, Tom’s business background and extensive experience are vital assets in making appropriate recommendations. Investment options are only one of a number of variables in making financial decisions. Helping clients evaluate options and to find a course of action appropriate to their goals is the strength of Tom’s practice.
Tom is a graduate of Eastern Washington University with a BA in Business. His varied experience includes a 22 year career with PayLess Drug Stores in Store Management and the founding and operating of a successful sign business. Tom became an independent representative with this office in 2001.
Tom holds the following professional security designations: Series 7 General Securities License, Series 66 Registered Agent and Investment Advisor, Annuity, Life & Disability Insurance licenses.

Joel Hansen

Financial Consultant

Joel comes to the Centralia office with his Series 7 and Series 66 licenses as a broker assistant for Don, Tom and Brian. He was formerly a Financial Consultant for this office and we are pleased to have him back with us. You will find although Joel may seem like a new face to the office, he is knowledgable and has a solid foundation of experience in the field.

John Lawrence

Financial Consultant

John, the newest financial consultant in our branch, has come over from A. G. Edwards/Wachovia. He claims he was so satisfied with A. G. Edwards that he would not have been interested in changing firms had Wachovia not taken them over. He feels he has found an office and firm that more closely reflects the way that he wants to take care of his clients.

John is able to provide stocks, bonds, mutual funds, CDs, annuities, life insurance, alternative investments and long term care insurance. He is able to provide services on a transaction basis or through managed accounts and works with each of his clients to try and find what investments are the best fit for them, keeping in mind their long-term plans, goals, estate planning, and any other special needs they may have. He still operates his business by the “Golden Rule” of “Doing for others what you would want them to do for you.”