The services that we provide include various specializations and require a diverse knowledge base. As a result we have combined our expertise to create Service Teams that include our:

 

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

Julie Robinson Phone 503.620.5329 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