Portland - SW 5th Ave | Suite 1200
Proudly Serving
Portland - SW 5th Ave | Suite 1200
1211 SW 5th Ave
Suite 1200
Portland, OR 97204
Your Portland Team
Kathleen Kee
CFP®
Senior Wealth Advisor
Carmen Wong
JD, CFP®
Wealth Advisor
Josh Cepeda
CFP®
Wealth Advisor
Ryan Berning
CFP®
Wealth Advisor
Lex Grecu
CFA®, CFP®
Wealth Advisor
Travis Harper
CFP®, CRPC®
Wealth Advisor
AJ Cheang
CFP®
Associate Wealth Advisor
Alex Chan
CFP®
Associate Wealth Advisor
Tori Trosset
Associate Wealth Advisor
Mark Vermillion
CFP®
Associate Wealth Advisor
Brent McKee
CPA
Associate Wealth Advisor
Ryan Roberts
Client Relationship Specialist
Jennifer Saunders
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
Read the article
June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the article
June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article