Our Team

Rita is a passionate advocate and supporter of promoting financial knowledge and has made this is an integral part of how she works with clients. She believes that everyone, once empowered with basic financial knowledge, can apply the fundamental principles of financial management in a disciplined manner and succeed at reaching their financial goals.

With over 30 years in the investment industry, Rita has a deep range of experience from which to draw on. She began her career in at US Bancorp Investments Inc. In Portland, Oregon where she spent 17 years working with institutional clients manage their investments portfolios. She specialized in the capital markets and fixed income, more commonly known as the “bond market”.

Marriage brought Rita to a small town outside of Heppner Oregon in 2004. She then went to work for Baker Boyer Bank as a Financial Advisor in their Kennewick, Washington Business Banking and Trust office. Here she transitioned to primarily working with individuals.

In August of 2009 Rita opened her independent practice, Blue Mountain Investment Management LLC. She serves clients throughout Oregon, and the United States.

Rita and her husband Daniel live in Oregon in the foothills of the Blue Mountains where they enjoy country living and small town life. She is as active volunteer in her Church, community and professional organizations. When she is not working she loves spending time with family and friends, riding horses, hiking, cooking, gardening, and playing with their border collies.

Monika Elguezabal is a Client Service Associate at Blue Mountain Investment Management. She completed her MBA from Nicolaus Copernicus University in Torun, Poland in 2019. Before moving to Oregon, Monika worked as a Human Resources Assistant at Hendrickson for two years. Monika enjoys spending time with her family, hiking, reading books, and volunteering in her free time.

Meet Kason Cimmiyotti, a motivated college sophomore pursuing a bachelor’s in finance with a minor in Marketing at Oregon State University. 

He is an intern at Blue Mountain Investment Management, LLC as a content contributor for the “Personal Finance for Beginners” financial literacy project.

Kason aims to use credible information to help students like himself learn about personal finance. He uses his own personal finance knowledge needs as well as those of his peers to determine topics that would be of interest to share through social media. He is a contributing writer for the Personal Finance for Beginners blog.

Outside the classroom and internship, Kason enjoys spending time with his wife and exploring the wilderness on long hikes. He also enjoys hanging out with friends and cooking new food.

This is a paid internship opportunity to enable students to embark on the world of finance under Rita Van Schoiack’s guidance, owner of Blue Mountain Investment Management LLC