Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our agents has extensive personal and professional experience.

Please see individual pages for more information on our advisors. 

 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Another benefit, we are extremely familiar with the Oregon PERS reirement system.  If you are a PERS eligible employee, we may be able to help you decipher all the options you have in retirement.

We’re looking forward to using our expertise to help you pursue your financial goals.