Portland - SW 5th Avenue | Suite 2325
Your Portland Team
Michael Spector
CPA, PFS
Chief Executive Officer, Wealth Advisor
Greg Warner
CFP®, MBA
CIO, Wealth Advisor
James Knight
COO, Wealth Advisor
Jayne Smith
CFA®
Principal, Wealth Advisor
Mark Bates
CFP®, CPWA®
Principal, Wealth Advisor
Sarah Robinson
CFP®
Principal, Wealth Advisor
Wolfgang Kern
Wealth Advisor
Evan Rothschild
CFP®, CFA®
Principal, Wealth Advisor
Alina Sohng
CFP®, NSSA®
Wealth Advisor
Connor McMahon
CFP®
Wealth Advisor
Mehul Khivesara
Wealth Advisor
Brian Frazier
Wealth Advisor
Steve Peterson
Wealth Advisor
Krissy Rhoades
CPA, CFP®, MST
Wealth Advisor
Brady Ball
CFP®
Wealth Advisor
Eric Swensen
CFP®
Wealth Advisor
Jen Yacoube
CFP®
Wealth Advisor
Regan Smith
CFP®
Wealth Advisor
Rebekah Mull
CFP®
Wealth Advisor
Adam Farid
CFP®
Wealth Advisor