Meet the Team
Steven has been a financial advisor since he graduated from the University of Oregon in 2009. He has a degree in business administration with a specialty in finance.
Whitney graduated from Portland State University in 2008 with a degree in Business Finance and has worked in the practice since 2010.
Megan is the first friendly face you see coming into the office! She meets and greets our valuable clients both in person and over the phone. Megan is also responsible for many important tasks behind the scenes.
Ameritas Partner
Linda has been a Financial Advisor since 1996. She graduated with a Bachelors of Science from University of California, Davis.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Our Location
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Our Services
Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play.
How Do You Get It All Under Control?
Whether you have one simple need or would like an overall evaluation, we can help. Call me today to discuss the products and services that may be suitable for you, and we can start down the path to your financial future.
Some of the things we help our clients with include:
- Investments
- Financial Planning Services
- Fee Based Asset Allocation Programs
- Insurance
- Individual and Business Retirement Plans
- Mutual Funds
- 529 College Savings Plans
- Coverdell Educations Savings Accounts
- Variable Annuities
- Financial Profile
- Financial Independence
- Survivor Income Needs
- Education Funding
- Estate Review
- Asset Allocation
- Investment Tax Strategies
- Goal Funding
- Disability Income
- Long-Term Care
- Investment Planning Services
- Estate Planning Stategies
- Business Planning Strategies
- Managed Allocation Portfolios
- Annuities – Immediate & Fixed
- Life Insurance
- Long-term Care and Medicare Supplement
- Disability, Health and Dental Plans
- Individual, Business and Group Products
- Traditional and Roth IRA
- IRA Rollover
- 401(k) Plans
- 457 Plans
- 403(b)/TSA Plans
- Exclusive K Plans
- Keogh Plans
- Money Purchase Plans
- Profit Sharing Plans
- Payroll Deduction IRA Plans
- Simple IRA
- SEP (Simplified Employee Pension Plans)
- Defined Benefit Plans
- Governmental Employee Plans
Please call us if you have any questions about our firm or the range of financial products and services we provide.