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 |

Toby Daniels Phone 503.620.5329 Fax 503.624.1349 Location Principal - Lake Oswego Practice Areas Investment Committee Retirement Plan Consulting Investment Advisory Consulting Asset Management Participant Administration Retirement Plan Design Trust Accounting Tax-qualified Plan Audits Certifications Registered Investment Advisor Licensed Investment Representative Series 7 Certified Series 65 Certified Series 63 Certified Memberships/Boards American Institute of Certified Public Accountants Oregon Society of Certified Public Accountants Education Bachelors in English and Communications - Lewis and Clark College Masters in Education - Lewis and Clark College