Team Update Summer 2023 Scott wrapped up his sailing adventure in late April and returned to the NW and to the office. He is looking forward to some short terrestrial trips over the summer months and is enjoying working at a proper desk! Jessica and family took the leap and got a new puppy in…
🎉 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
Wealth Management Team, Portland, OR Winter 2022 Scott and Linden have spent the last few months galivanting around the Sea of Cortez on the sailboat. Fred and Amy took a nice road trip to see their daughter, son-in-law and dog (Toast), and visit their newly constructed home. They also got the opportunity to help them…
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 – 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 – 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 – 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.
Summer 2021 Team Update – We love summertime! Although we could do without Oregon Heatwave 2021, the bright, sunny skies continue to bring smiles to our faces. While we continue to proceed with caution, we are staying busy working with clients on their financial plans, as well as meeting new folks. We truly appreciate the trust our clients have in the work we do for them and the family and friends they have sent our way for help.
Spring 2021 Team Update – As we continue to march on through 2021, the beautiful Spring weather brings new life to a dreary winter season. Kids are starting to get back in the classroom and life is beginning to look just a little more normal. We have been working diligently to prepare in welcoming our clients back in to the office and have now begun scheduling in-person visits.
Winter 2021 Team Update – As we put 2020 in the rear view, the new year rolls in on waves of hope. Hope for a successful rollout of a COVID vaccine, hope for those currently unemployed to return to their jobs and hope for our kids to safely return to their classrooms. While we still have some lingering business to attend to from the old year, the new year brings the potential of containing the virus and allowing our economy to begin to recover and re-open.