Broker Check

Office One

5200 Southwest Meadows Road Suite 200

Lake Oswego, OR 97035


How We Work

Our firm specializes in helping individuals and families develop sound financial plan strategies to accommodate all of the transitions in life's journey.

Whether you are:

  • Buying or selling a home
  • Starting a family
  • Starting a business
  • Making a career transition
  • Newly single
  • Caring for aging parent or family member
  • Experiencing a significant loss
  • Transitioning to the Recreational/Retirement phase 
  • Social Security strategies

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We know one of the biggest concerns for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Equities/Common Stock


Index Funds (ETF's)

Mutual Funds

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities


Alternative Investments


Money Markets

Financial Planning

Recreational (Retirement) Plans

Social Security Strategy Plans

College Plans

Legacy Plans

Large Purchase Plans

Life-Milestone Plans


Disability Income Insurance

Life Insurance

Long-Term Care Insurance


Investment Vehicles

Brokerage Accounts 

Traditional IRA 

Roth IRA 


Simple IRA 


Cash Management Accounts

College Plans (529)

Profit Sharing Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (971) 204-8889