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 401(k) 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 |

Mark Birge Phone 503.716.9271 Fax 503.624.0817 Location Principal - Lake Oswego Practice Areas Tax Compliance and Planning - Business & Individual Estate Planning Business Succession Planning Personal Financial Planning Certifications Certified Public Accountant Juris Doctorate Memberships/Boards American Institute of Certified Public Accountants (AICPA) Portland Estate Planning Council Willamette Valley Estate Planning Council Valley Estate Planning Council (Phoenix, Arizona) OSCPA Estate Planning Committee AICPA Personal Financial Planning Section Rotary Club of Lake Oswego Portland Estate Planning Council, Board Member Portland Tax Forum, Board Member Oregon Society of Certified Public Accountants (OSCPA), Board Member Northwest Medical Teams, Planned Giving Committee Doernbecher Foundation, Co-Chair Planned Giving Committee Oregon Graduate Institute, Planned Giving Committee Lake Oswego Soccer Club, Coach/Past Board Member Oregon Health Sciences University Foundation, Planned Giving Committee Lakewood Center for the Arts (Lake Oswego), Board Member Lake Oswego School Foundation, Treasurer/Board Member Education Bachelor of Science - Accounting - Washington State University Juris Doctorate - Willamette University Law School