Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Kristen Salt

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kristen Salt Visit Kristen Salt's website

Kristi Van Vleck

MBA, BFA, CRPC, CDFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristi Van Vleck Visit Kristi Van Vleck's website

Chelsea McGraw

BFA

Financial Advisor

Behavioral Financial Advisor
Learn more about Chelsea McGraw Visit Chelsea McGraw's website


Our team

Benita Astorga

Benita Astorga

Client Service Coordinator

Kassia Lisac

Kassia Lisac

Client Service Manager

Flint Kirschenbaum

Flint Kirschenbaum

Client Service Coordinator

Peyton Van Vleck

Administrative Assistant

Roles & Responsibilities

  • High School student intern helping with behind the scenes administrative tasks in West Linn office.
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Ariel Ahlers

Financial Planning Assistant,

Client Concierge