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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Andy VanLaningham
Associate Wealth Advisor
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Jennifer Saunders
Associate Wealth Advisor
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AJ Cheang
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Kilee Van Driel
Client Relationship Specialist
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Lauri Manning
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Enjoy some of our latest resources
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November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
Read the article -
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
Read the article -
October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
Read the article