Portland
Proudly Serving
Portland
1211 SW 5th Avenue
Suite 1200
Portland, OR 97204


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Your Portland Team
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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Lantz Stringham
CFA
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Associate Wealth Advisor
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Kilee van Driel
Client Relationship Specialist
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Lauri Manning
Client Relationship Specialist
Enjoy some of our latest resources
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article