Team Updates

Congrats! Sarah!

Join us in Congratulating, Sarah Sepulveda, CFP®!

🎉 Join us in wishing a BIG congratulations to Sarah Sepulveda, CFP® for achieving her Certified Financial Planner™ certification! 🥳 Your hard work, dedication, and experience have paid off, and we’re thrilled to celebrate this well-deserved accomplishment with you. 🙌👏 Wishing you continued success as you embark on this exciting new chapter in your career! 🌟💼 #CFP #CareerMilestone #FinancialPlanner #work #experience #success #career

Fall 2022 Team Update

Checking-In: Fall 2022

Fall 2022 Team Update – While the sun hasn’t quite decided to leave us here in Oregon quite yet, Fall is certainly in the air. The summer heat gives way for cool crisp morning and children have kicked off a new school year. As we ramp up another election season, the markets will try to make heads or tails of the uncertainty not only…

Summer 2022 Team Update

Checking-In: Summer 2022

Summer 2022 Team Update – As the record rainfall of 2022 has appeared to come to a close and the sunshine finally decided to grace us with its presence here in Oregon, the smell of backyard grills everywhere has begun to fill the air. We continue to see more and more clients make their way into the office, as well as meeting new faces.

Spring 2022 Team Update

Checking-In: Spring 2022

Spring 2022 Team Update – As 2022 continues to clip along, the beautiful Spring weather brings new life to a dreary winter season. Mask mandates have lifted here in Oregon and things are starting to feel a little more like normal. With clients beginning to make their way into the office for meetings, it’s been a joy seeing folks in person again.

Winter 2021 Team Update

Checking-In: Winter 2021

Winter 2021 Team Update – After a long, dry several months, old man winter has reared his ugly head here in Oregon. Blue sky and excessive heat have given way to cold air and atmospheric rivers. While the days may be shorter and the weather a little gloomier, we continue our commitment in helping our clients achieve their financial goals, as well as meet with new folks.