

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Scuba Diving
- Baking
- Backpacking
- Traveling
- Reading
Team Members
Sheri Wise-ShortRegistered Branch Associate
Samantha ThurmanSr. Branch Office AdministratorFPQP®
Ashlee LanganSr. Branch Office Administrator
Hannah GwaltneyBranch Office Administrator
Jessa SchultzBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | Closed for Holiday |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(541) 484-7004Fax
(888) 808-0052Office Address
1190 Olive StEugene, OR 97401opens in a new window
Mailing address
P O Box 10906Eugene, OR 97440
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