Portland
Proudly Serving
Portland
1211 Southwest 5th Avenue
Suite 1200
Portland, OR 97204
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Your Portland Team
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Carmen Wong
JD, CFP®
Wealth Advisor
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Josh Cepeda
CFP®
Wealth Advisor
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Ryan Berning
CFP®
Wealth Advisor
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Lex Grecu
CFA®, CFP®
Wealth Advisor
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Travis Harper
CFP®, CRPC®
Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Tori Trosset
Associate Wealth Advisor
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Mark Vermillion
CFP®
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Client Relationship Specialist
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Kilee Van Driel
Client Relationship Specialist
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Lauri Manning
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
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article -
January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article