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. 


Financial Education

November 8, 2018 6:30p - 8:30p Pacific Standard Time

Chemeketa Center for Business & Industry

Join us as we discuss the New Tax Law Impact, New Market Highs and Socially Responsible Portfolios.


Educational Encounter

November 13, 2018 6:30p - 8:30p Pacific Standard Time

Valley River Inn

Join us for an evening of insight! Topics of discussion will be: "The New Tax Law: What it Means & How it Will Impact You" "New Market Highs: Is your Portfolio Ready?" "Socially Responsible Portfolios: Investing with a Conscience"

Event Registration

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