Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Swing Into Action

May 19, 2018 4:30p - 6:00p Pacific Standard Time

Fairbanks Ranch Country Club

Spring is here and it's time to get into the swing of things. Join us for a golf lesson where you'll learn from the pros.


Retirement- Exploring Social Security

May 24, 2018 5:00p - 6:30p Pacific Standard Time

Multnomah Athletic Club

Retirement Matters! Join us to discuss important topics about your retirement plan.


How to Achieve the Five F's

August 2, 2018 5:30p - 7:00p Hawaiian Standard Time

Wealth Strategy Partners

Learn, first hand from an accomplished entrepreneur, how you can achieve professional and personal success as you meet the Managing Partner of one of the fastest growing financial offices in the area.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.