For as long as I can remember, I have been dedicated to serving others. I started my career as a high school math teacher in Springfield, Oregon and after six wonderful years in the classroom, I decided to seek out a new path in which I could still follow my passion for education while making an impactful difference in people's lives.
As a new teacher, I had minimal guidance on how to prepare for retirement. I heard stories of numerous colleagues that were woefully unprepared for their lives after teaching and others that had sought out help to thoughtfully plan for their goals. I realized the difference that financial education could make in a person's life and that I wanted to be a part of it. Since becoming a financial advisor, I have dedicated myself to helping my clients reach their financial goals by understanding what is important to them and building a personalized strategy using my established processes.
While I work with a wide array of families, individuals and business owners, my passion lies in working with educators. I have made a point to have a deep understanding of the retirement plan features for local school districts and universities.
Please reach out to our office to learn more about how we can partner together to help you with your financial needs including retirement planning, investment management, tax strategy, legacy planning and more. I am committed to serving my clients and as such chose a firm with a legacy of putting clients first. I would love to serve as your trusted financial professional throughout your life.
Focus areas
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Savings Strategies
- Socially Conscious Investing
- Business Retirement Plans
- Retirement Income Strategies
My Personal Interests
- Traveling
- Hiking
- Music
- Camping
- Board Games
Office Information
Phone Number
Shiloh Powers at (541) 636-0546- Lucy Lyle
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Lucy Lyle
- Branch Office Administrator
Branch Team
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