Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Personal Fitness
- Traveling
- Wine Collecting/Enthusiast
- Walking
- Hiking
Request a Consultation
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All Fields RequiredOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Fax
(866) 558-7510Branch Team
- Susannah Morgan
- Branch Office Administrator
- Laurie Schuler
- Branch Office Administrator
Branch Team
Office Address
1200 High St Suite 180Eugene, OR 97401opens in a new window
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