Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies

Community participation

Our team has proudly volunteered at different organizations through the Portland Metro Area including The Oregon Food Bank and Family Relief Nursery, helping those who are in most need in our community.

We have also teamed up with both Doernbecher's Children Cancer Research Program as well as Rose Haven Day Center for Women and Children yearly to sponsor and support two amazing organizations which both have significant meaning to us.

If you know of a volunteer opportunity that could use some extra help, please email or call, as our office is always looking for additional ways to give back to our community.