Meet the Team
The People Behind Your Plan
At Cairn, you work directly with the people managing your money, not a rotating cast of assistants. Every member of our team brings real depth of experience to the table, and we think you should know exactly who's doing the work.
Tim Mosier
PRESIDENT
Tim Mosier co-founded Cairn with a simple conviction: that clients deserve to truly understand their investments — not just receive them. Before entering financial services, he built a career in the technology industry, managing global supply chains for some of Oregon’s leading manufacturers. That background sharpened the analytical precision he brings to every client relationship today. As President, Lead Advisor, and Chief Compliance Officer, Tim oversees the firm’s direction and ensures Cairn operates with the integrity and transparency its clients expect. Outside the office, he’s usually mid-project on something at home or planning his next trip to Mexico.
Patrick Mason, CFP®
CHIEF INVESTMENT OFFICER
Patrick Mason leads portfolio management and investment research at Cairn and has been doing serious investment work since 2002. He holds a degree in economics, earned his CFP® designation, and is an active member of the CFA Society of Portland — a depth of preparation that shows up in how Cairn thinks about markets. Before joining the firm, Patrick held portfolio management and planning roles at Charles Schwab, TIAA-CREF, and a local independent advisor. Clients who work with Patrick tend to leave conversations feeling like they actually understand what’s happening with their money. When he’s not at the office, he’s likely outdoors with his kids or caught up in whatever sport is in season.
Mark Farrelly, CFP®, ChFC®, CDFA®
SENIOR ADVISOR & DIRECTOR
OF FINANCIAL PLANNING
Mark Farrelly has spent more than two decades helping people build financial plans that actually reflect their lives — not just their numbers. As Director of Financial Planning and Senior Advisor, he works across all facets of a client’s financial picture, from investment decisions to major life transitions. Before joining Cairn, he served as Managing Director and Senior Wealth Advisor at a local advisory firm and held senior roles at Fidelity Investments, including Vice President of their high-net-worth client division. His three planning designations — CFP®, ChFC®, and CDFA® — signal a breadth of expertise that’s particularly valuable when a client’s situation is anything but simple. He runs, travels, and catches live music when he’s not in the office.
Cherie King, IACCP®
DIRECTOR OF OPERATIONS AND COMPLIANCE
Cherie King brings more than two decades of wealth management experience to her role overseeing Cairn’s operations and compliance. She has built compliance frameworks from the ground up, led complex technology integrations, and managed back-office operations at every level for successful Investment Advisors — the kind of institutional knowledge that keeps a firm running well and running clean. Earlier in her career, she worked at Merrill Lynch and Loring Ward, where she developed deep expertise in fund administration and high-net-worth client services. Her IACCP® designation reflects a genuine commitment to ethical practice, not just a line on a résumé. Outside work, she stays active — aerial yoga, kayaking, and biking are current favorites.
Stefanie Schneider
CLIENT RELATIONSHIP MANAGER
Stefanie Schneider is often the first voice clients hear and the consistent presence that keeps things moving. She came to Cairn with over five years of client service experience in the insurance industry, where she built relationships across clients, carriers, and vendors with equal care. In her role as Client Relationship Manager, she serves as the primary liaison between clients, staff, and custodians — making sure nothing falls through the cracks and that clients always feel attended to. Outside work, she’s exploring a new restaurant, planning a trip, or spending time with family and her dog Peanut.
Emile Mathez
ASSOCIATE ADVISOR
Emile is an Associate Advisor at Cairn Wealth Management, bringing a strong foundation in banking and a passion for wealth management. Prior to joining Cairn, he spent three years at J.P. Morgan Chase working with affluent clients, where he developed experience advising households across a wide range of financial needs.
Originally from New York, Emile has lived in Vermont and now calls Portland, Oregon, home. Outside of work, he enjoys golf, tennis, and pickleball, exploring new restaurants with friends and family, and spending time in southern France when possible.