Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances

Community participation

Both Office's (Portland & Klamath Falls) PROUDLY support and volunteer yearly for the following non-profit organizations...

The Oregon Food Bank (Portland)

The Klamath Lake County Food Bank