Broker Check

Portland Office

5331 South Macadam Avenue, Suite 207

Portland, OR 97239

Arizona Office

7337 E. Doubletree Ranch Rd.

Scottsdale, AZ 85258


How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • Brokerage Accounts
  • Retirement Plans
  • Managed Accounts
  • Traditional IRA
  • Income Distribution
  • College Plans
  • Roth IRA
  • Managed Accounts
  • Educational IRA
  • Fixed Annuities
  • Estate Plans
  • 529 Plans
  • Variable Annuities
  • Life Insurance
  • Long Term Care

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (503) 517-9363