Our Philosophy

Being from the Pacific Northwest, some believe it’s always raining and it usually is, but did you know Oregon actually has over 188 days of sun. On the bright side, this wet climate brings some of the most serene green mountains, rivers and majestic places on Earth. Time spent outdoors is time well spent. The gift of time and the legacy we leave is important which is why we take the time to listen, learn and create financial strategies to help you live confidently today while building your legacy. 

With our experience, we offer wise and strategic financial counsel. A privilege we do not take lightly.

We focus on developing an individualized plan that considers your personal goals and dreams like when you want to retire, perhaps the succession of your business or how you’ll take care of your parents and children and ultimately what legacy you’re striving toward. 

We also help employers who are looking for a retirement plan to maximize the protection of their company while creating retirement ready employees. And with reinsurance, we educate our clients on the entire program, streamlining the experience and helping to reduce their administrative burden.

We don’t overcomplicate things. 

We stick to designing a forward-thinking wealth management and retirement plan that considers your needs today and tomorrow. We believe your continuity of lifestyle is important. You may work your whole life to reach your financial goals and we find it our mission to work to help you continue that same standard of living. We stay the course, offering our experience with what we believe to be the best financial advice you’ll find anywhere in the industry. 

It’s our passion to serve each one of our clients so they can make their hopes and dreams a reality. 

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Our Envision Process helps us create an individualized wealth plan to help you meet your financial goals.

Why I love this job


Children go to college, people retire gracefully, couples move into their first homes, businesses start, charities are supported...all of this, in part, because of the work that I do...

Our Goal

To be a steadfast trusted partner who offers wise strategic investment counsel and helps steward your wealth, enabling you to live your best life.

Standard of Care


Specialization:
So, you don’t have to be the expert in something you don’t love

Service:
It’s all about you. Always available, through life’s peaks and valleys, we are here for you when you need us, we love to serve you. We are human and as such, from time to time, we miss the mark. If and when this should happen, our commitment to you is to make it right.

Integrity:
Never second guessing whether our advice is driven by our own personal benefit

Continuity:
Assurance, we’re there for you. No matter what you’re facing. The foundation we build will continue to live on seamlessly.

Our Commitment to You


We will honor and revere our relationship with you.
When you work with our team, you have someone who takes the time to listen and understand your needs and helps you clarify your goals.


We will be fully invested in your success.
Our team will help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments and regular feedback on your progress.


We will be with you every step of the way.
Your needs and goals will change over time. That’s why our team will be there to provide ongoing advice –along with the exceptional service you deserve.


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