Our team's objective is simple: We focus on understanding our clients' unique personal values in order to create and deliver customized financial strategies. Our process includes identifying and tracking short-term and long-term goals, communicating regularly to deliver timely information and partnering with accountants and attorneys to provide comprehensive advice and guidance.

We work with clients across 15 states throughout the country including:

- Serious, long-term individual investors
- Families with estate and tax considerations
- Foundations and non-profit organizations
- Small to medium sized business owners

In January of 2021, I earned the AAMS® designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a professional education program, pass a final examination and commit to its code of ethics.

Our team includes two outstanding branch office administrators, Ashley Patterson and Rhonda Wittman. Ashley and Rhonda are dedicated to providing the highest level of professional and personalized service.

As a lifelong resident of Columbia County, empowering the community that raised me is my passion. I am involved in several local groups including the Chamber of Commerce, the Elks and Kiwanis. Additionally, I have spent the last seven years serving as an assistant baseball coach at St. Helens High School after my playing career concluded at Pacific University.

For a complimentary review of your financial strategy, please call our office at (503) 397-1125.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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