Growing up in a small town, it's safe to say being a financial advisor wasn't the typical career choice. I was surrounded by farmers, ranchers, loggers, mill workers, educators, and the like, who worked hard for every penny they earned. What isn't lacking in communities like these, is heart.

What I felt was lacking, is sufficient honest, relatable and straight-forward financial professionals for these hard working people to turn to. An office to walk into in person, a familiar face to entrust your family's most important goals with. No 1-800 numbers or companies in different time zones - genuine human interaction. Watching the people I care about most try to navigate the complexities that finances bring, led me to this career years ago.

We treat our clients like family, and specialize in helping those during significant transitions in their lives (retiring, changing jobs, divorce, relocating, losing a loved one, etc.). Finances can feel overwhelming. That's what I'm here for! After learning who and what is most important to you, your comfort level with the market, and your goals and dreams, I use an established process to build tailored strategies and partner with you throughout your life to help ensure we stay on track.

In this ever-changing environment, I place high value on staying educated. I obtained my Bachelor's in finance, summa cum laude, from Oregon State University and hold my Series 7 and 63 registrations along with insurance licensing. I also have the Chartered Retirement Planning Counselor professional designation.

Katie Ellis is the Branch Office Administrator of our team, and is dedicated to taking care of you and all of your administrative needs. She will greet you with a friendly face and make sure we're connecting at least annually.

In today's climate, we're happy to accommodate any meeting style that best fits your needs. Give us a call or send us an email; our team is excited to meet you!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Military Professionals & Veterans
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Volunteering
  • Traveling

Office Information

Office Address

1100 Southgate Suite 1 Pendleton, OR 97801

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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