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