Who We Are

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, knowledge, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Meet the Teams: Commonwealth Research Team | Commonwealth Advanced Planning Team | Commonwealth Retirement Consulting Services Team

Pete Kotkas

Partner

[email protected]

288 E Jewett St., Suite 700, White Salmon, WA 98672

(971) 409-5101

Pete Kotkas’s focus is on bringing innovative ideas to help achieve financial success to the private wealth and retirement plan marketplace.

Pete consults on qualified/nonqualified retirement plans and wealth management strategies. His years of experience with retirement plan sponsors and high-net-worth clients has taught Pete the importance of delivering caring service to his clients and building high-quality relationships. Leveraging his experience as an educator, Pete is able to describe retirement and investment concepts in straightforward, familiar terms.

Before establishing his practice, Pete followed his father’s footsteps to a career in finance, where he formed a successful team with Trevor Becker, whom he now partners with.

  • Value-Added Business Services
  • 401(k) Plan Needs Analysis
  • Employee Education Advice and Guidance
  • Investment Lineup Evaluation and Design
  • Wealth Management Services

Professional Development

  • BA, University of Montana
  • ESL Teaching Certificate, University of Montana
  • FINRA Series 7 and 66 securities registrations
  • Bilingual English/Spanish

A Maine native, Pete moved west to attend college at the University of Montana. As an educator, he taught English as a second language in Montana, Costa Rica, and Oregon. He has been an active volunteer with the Freshwater Trust’s Salmon Watch Program and continues to support wildlife conservation. An avid outdoorsman, Pete loves spending time outdoors with his wife, Cassandra, and their son, Levi. Together, they enjoy surfing, gardening, travel, music, cooking, and great food (especially Mexican). When time allows, you may find him fishing, hunting, or even playing golf.

Trevor Becker, AIF®

Partner

[email protected]

602 SW Arboretum Circle, Portland, OR 97221

(503) 805-8467

Trevor Becker and Pete Kotkas founded their practice, DBA Noble Investments on January 1, 2016. Trevor presently leads the Wealth Management division and operations. He works with high-net-worth individuals as well as institutional investors through defined contribution plans and nonqualified deferred compensation. Trevor is responsible for the group’s investment portfolios and trading, as well as ongoing due diligence and research among the various investment portfolios we offer.

Prior to starting Noble Investments, Trevor partnered with Pete Kotkas in an effort to create a winning defined contribution benefits group. Together, they accomplished the goal and decided to increase capacity by creating Noble Investments.

Wealth Management Services

  • Portfolio creation and implementation
  • Extensive investment research and analysis
  • Investment committee meetings
  • Ongoing client communication

Education and Professional Training

  • BS, Green Mountain College (Poultney, Vermont)
  • FINRA Series 7 and 66 securities registrations

Trevor and his wife, Emily, were married in Sayulita, Mexico in 2006. Trevor is from Vermont and Emily is a Portland native, and that is where they currently live with their two children, Renate and Jack. They also have a black Lab named Sam. Trevor, a former Eagle Scout, enjoys skiing, running, golf, and reading, as well as traveling with his family.