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Our Philosophy

We are a diverse, professional team that is passionate about inspiring you to reach toward abundance in all aspects of your life. No matter where you are in your financial journey, we can provide the education, empowerment and guidance you need to pursue your financial goals for a successful, rewarding future.  

What You Can Expect as a Client

  • Personalized attention and intelligent recommendations tailored to your unique situation
  • A research-based wealth management plan that integrates investment services, tax reduction planning, retirement income and distribution strategies, and family wealth planning.
  • Relevant, timely data and information to help you make informed decisions.
  • Frequent communication throughout the year with regular account reviews, quarterly newsletters, educational events and more!

Our Commitment: To Care Deeply About You and Your Financial Life

Our staff consists of experienced professionals who are knowledgeable and truly care about creating a plan for your dreams. We do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach.

Giving Back to our Communities

We are proud to support organizations who are committed to doing good work in our communities. Nonprofit organizations provide vital services and assistance to those in need by helping individuals and families learn to improve their situations through health and financial education.

Some of the charitable organizations we have recently supported include:
  • Samaritan House
  • Pacific Communities Health District Foundation
  • Newport Fisherman's Wives
  • Lincoln County Food Share
  • CASA of Lincoln and Tillamook Counties
  • Family Building Blocks 
  • Liberty House
  • Community Outreach Inc.
  • Food for Lane County
  • Share Vancouver
  • Haley's Heroes
  • Oregon Coast Council for the Arts