Portland
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
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
Kilee Van Driel
Client Relationship Specialist
Lauri Manning
Client Relationship Specialist
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Enjoy some of our latest resources
April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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April 10, 2025
Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies
The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.
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April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
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