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:
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