Portland - SW 5th Ave | Suite 1200
Proudly Serving
Portland - SW 5th Ave | Suite 1200
1211 SW 5th Ave
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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Alex Chan
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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Brent McKee
CPA
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article -
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article -
April 28, 2025
Money Tips for Students Beginning Their College Journey
As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.
Read the article