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.
Focus areas
- Socially Conscious Investing
- Intergenerational Planning
- Business Retirement Plans
- Insurance & Annuities
- LGBT Finances
- Employee Stock Options
Focus Areas
- Socially Conscious Investing
- Intergenerational Planning
- Business Retirement Plans
- Insurance & Annuities
- LGBT Finances
- Employee Stock Options
My Personal Interests
- Camping
- Gardening
- Real Estate
- Snowboarding
- Community Outreach
Personal Interests
- Camping
- Gardening
- Real Estate
- Snowboarding
- Community Outreach
Office Information
Phone Number
Lee McPherson at (541) 386-0826Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More