The services that we provide include various specializations and require a diverse knowledge base.  As a result we have combined our expetise to create Service Teams that include our Investment Committee, the 401k Team, and the Financial Planning Team.  Please click on the highlighted text or on the side menu to see the members of each team.

 

| Investment Committee| Personal Financial Planning| 401(K) Team |

Julie Robinson Phone 503.716.9287 Location Analyst - Lake Oswego Practice Areas AKT Wealth Advisors LP, Investment Committee Memberships/Boards American Cancer Society Relay for Life of Lake Oswego Planning Committee Education 2001 Masters of Science in Management, University of Florida Warrington College of Business