Broker Check
(503) 744-0627

A values-based approach

Our greatest joy is building lasting relationships with our clients. We see our clients as an extension of our family, and we believe success demands a deep understanding of your cherished dreams and unique needs. 

Learn more about us

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More
The financial future you want

The financial future you want

The products and services to help you get there. LPL Financial offers investments, access to insurance and comprehensive financial planning.

We work with you

We work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
View All Resources

Whatever matters to you, matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

Thank you!
Oops!