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.
Whitney graduated from Portland State University in 2008 with a degree in Business Finance and has worked in the practice since 2010.
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.