I empower and guide hardworking professionals to proactively take charge of their financial situation. Dedicated and exceptionally loyal, I am passionate in educating people about the importance of being financially secure.
In my free time, I sit on the Community Grants Committee with the local chapter of Rotary in the Portland area that specifically focuses on improving the quality of life of disadvantaged youth.
I am also passionate about ecology, sustainability and conservation of our natural resources. I grew up on a farm, love gardening and even recently built an aquaponics system to illustrate how to efficiently cultivate food while using less resources like synthetic fertilizer and water.
I am happy to live in Hood River with my beautiful wife, Rose, and my Poodle/Blue Heeler puppy, Koda. Together we spend our time hiking, sailing, renovating our house and camping.
Although a lot has changed due to Covid, the importance of authentic, human centered, financial strategies has not. Give me a call today to learn how a financial strategy can help you reach your goals.
- Socially Conscious Investing
- Intergenerational Planning
- Business Retirement Plans
- Insurance & Annuities
- LGBT Finances
- Employee Stock Options
My Personal Interests
- Real Estate
- Community Outreach
Phone NumberLee McPherson at (541) 386-0826
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