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
Client Relationship Specialist
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Kilee van Driel
Client Relationship Specialist
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Lauri Manning
Client Service Associate
Enjoy some of our latest resources
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January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
Read the article -
January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
Read the article -
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
Read the article