Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their financial future.  Along the way, we like to have some fun, too. Click on an event below for more details. 


Tax Reform Seminar (Corvallis)

February 21, 2018 6:00p - 8:00p Pacific Standard Time

Courtyard Marriott

Join us for an informative presentation on the Stock Market and Tax Reform legislation!


Tax Reform Seminar (Newport)

February 22, 2018 6:00p - 8:00p Pacific Standard Time

Performing Arts Center

Join us to learn about what is happening with the stock market, how the new Tax Reform legislation may affect you, and charitable strategies.


Fit Money Webinar

March 8, 2018 12:00p - 1:00p Pacific Standard Time

Join Julia as she discusses the steps in her book to a healthy money lifestyle!


Women, Wealth, and Wisdom

March 10, 2018 9:00a - 3:00p Pacific Standard Time

Hi-Lo Hotel

Learn from a powerful trio of ladies as they present intelligent and insightful tips to bringing the most out of life.


Women's Health & Wealth Seminar

March 22, 2018 6:30p - 8:30p Pacific Standard Time

FIRST Corvallis

Join us in learning how to create a healthy money mindset and make healthy lifestyle choices!

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