Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Portfolio Reviews
  • Business Retirement Plans

Personal Interests

  • Camping
  • Canoeing
  • Community Outreach
  • Football
  • Cooking

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday 08:00AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(866) 558-7510

Branch Team

  • Susannah Morgan
    Branch Office Administrator
  • Laurie Schuler
    Branch Office Administrator

Office Address

1200 High St Suite 180
Eugene, OR 97401
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