The Team

Precept Wealth Solutions
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Skye Thomas Dahl

Skye Thomas Dahl

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Science- Business Finance - Oregon State University - 1999/2003
CA Insurance #0G54407

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Kirk Tambara

Kirk Tambara

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

BA, University of Oregon

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Hans Boehm

Hans Boehm

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

BA with Business Acadamy of Germany 1977

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Our Staff

Brooke Becker

Brooke Becker

Client Service Associate