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 |

Toby Daniels Phone 503.716.9380 Fax 503.624.0817 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