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 Address
2504 Sykes RdSt Helens, OR 97051 opens in a new window
Phone Number
Topher Mood at (503) 397-1125Branch Team
Office Hours
Weekday | Availability |
---|---|
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 |
Connect on Social
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