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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August 01, 2022
Invest Like A Girl
Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.
Read the article -
July 26, 2022
Economic Brief: All Eyes On Inflation For The Remainder Of 2022
While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.
Read the article -
July 18, 2022
The “4 Rs” of Behavioral Finance
Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.
Read the article