Who We Serve
Every situation is different. We tailor strategies to where you are today and where you want to go.
Succession, exit and retirement strategies for owners.
Goal-based planning for every stage of life.
Turn your savings into dependable retirement income.
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Who We Are
Independent advisors serving the Oregon Coast and Willamette Valley, backed by the resources of LPL Financial.
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Get to know the people behind your plan.
Offices in Newport and Salem.
The philosophy and values that guide our advice.
How our partnership with LPL Financial supports you.
Let's Talk
Call or text 458.777.4458, or schedule a time that works for you. We serve clients nationwide.
Why Choose Us
A disciplined, transparent process designed to help you make confident financial decisions.
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Our approach from first meeting to ongoing reviews.
Investment, retirement, tax-aware and estate planning.
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Webinar replay · 42 min
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Retirement Planning
Specialized planning for Oregon public employees, healthcare professionals and first responders.
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Make the most of your PERS benefits and choices.
Planning around healthcare careers and benefits.
Retirement strategies for those who protect our communities.
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Resources
Articles, webinar replays and tools from our team.
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Guides, calculators and planning tools.
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Latest Webinar
April 1, 2026 · 52 min
Latest Article
Life is full of decisions. Whether it is picking an outfit, buying a house, or choosing a career path, these