Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
Sydney received her degree in Nutrition and Minor in Chemistry from Oregon State University.
She enjoys working out and baking all kinds of sourdough things.
She also loves country music, sushi and spending time with family and friends.
Amanda received her degree. in Education from Oregon State University.
Amanda enjoys being in the great outdoors whether it’s hiking in the Gorge, relaxing at the beach, or playing at the park with her Golden Retriever, Cece
Nicole joined the team in December of 2021.
When the weather is nice, Nicole likes to spend time outdoors. She enjoys floating on the river with friends, hanging out at the beach and going on long walks.
She is an avid foodie and loves trying new foods and restaurants.
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