Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Oregon Ridge Financial Solutions
Team photo for Oregon Ridge Financial Solutions

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Our advisors

Advisor photo for Mark McGrath

Mark McGrath

CRPC, AIF®

Financial Advisor

Vice President
Learn more about Mark McGrath Visit Mark McGrath's website
Advisor photo for Derek Fish

Derek Fish

APMA®, CRPC, CMFA®

Private Wealth Advisor

Managing Director
Learn more about Derek Fish Visit Derek Fish's website
Advisor photo for Michelle Harf-Grim

Michelle Harf-Grim

CRPC, RICP®, APMA®

Financial Advisor

Vice President
Learn more about Michelle Harf-Grim Visit Michelle Harf-Grim's website


Our team

Patrick Carr

Patrick Carr

Registered Client Service Associate

Cindy Rose

Cindy Rose

Client Service Associate,

Operations Specialist