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Wednesday, November 22, 2017

We are pleased to announce that Doug Weber has joined our firm as a Financial Representative. Doug is coming to the firm from US Bank, where he worked as an anti-money-laundering investigator. He is a graduate of the MBA program at the...

 

Thursday, September 7, 2017

According to the Social Security Administration, three in 10 workers entering the work force today will become disabled before retiring1. If you’re like many individuals today, you probably already have a lot of protection in...

 

Friday, August 25, 2017

Wealth Management for Professional Athletes It is a well-known fact that many professional athletes rake in a significantly higher income compared to other careers. Knowing this, it is still alarming how many of these professional...

 

Monday, August 21, 2017

We are pleased to announce that Riley Rankin has joined our firm as a Financial Representative. Riley is coming to us from Waddell & Reed in Lake Oswego and is a graduate of Pacific University '16. He enjoys sports, especially golf and...

 

Monday, August 7, 2017

#Welcome2WestPac We are pleased to announce that Malissa Dreyer is our newest Financial Representative at WestPac.

 

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Monday, July 31, 2017

College costs continue to skyrocket – at a pace that far exceeds the rate of inflation. But there is a bright side to planning for college expenses, and it’s getting a little brighter all the time – thanks to federal...

 

Monday, July 24, 2017

When you’re in business for yourself, every penny counts. That’s why it’s important to take advantage of as many tax deductions as you can. But the time to start planning for these deductions is not tax time –...

 

Thursday, July 14, 2016

We are pleased to announce that Lillie Bennett has joined our firm as the Marketing Coordinator.