About Us
Our experienced and sophisticated team of advisors provides financial planning expertise and professional portfolio management. Currently, three Certified Financial Planners® work with clients in Oregon, Washington and California. We have been in business at the same downtown Portland location over 20 years and plan to be here for many more.
- Jessica M. Howe, CFP® - Financial Planner, Partner
- Benjamin E. Gilbert, CFP® - Financial Planner, Partner
- Brent C. Hunsberger, CFP® - Financial Planner
- Joanne Boorman - Operations Specialist
- Linda Scarlett - Receptionist