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Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

Meet The Team


At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that working together as a team can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Setting you and yours on the path toward a sound financial future is our ultimate goal. By using a team-based approach, we’re able to put our combined decades of experience into planning and protecting for your unique financial circumstances.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team