Wealth Management Team, Portland, OR
|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 move in.
|Jessica had a wonderful holiday season. She, Brent and the kids were able to spend Christmas with her folks, and siblings and all of the nieces and nephews. It’s a rowdy household but always such a joy to be surrounded by so many loved ones. While she ended the year under the weather, she was able to complete some continuing education and enjoy a bit of down time. She looks forward to new beginnings each year and is optimistic about what 2023 will bring.
|James, Heather and the boys made their way to Bend quite a few times over the past couple of months, between weddings and family time. They had a wonderful holiday season filled with joy and way too many toys (for Owen and Levi, at least).
|Lindsay spent the last couple months of the year adjusting to having a cat in the house. She and her son, Maverick, rescued an all-black, male kitten from a local farm and named him ‘Boo’. She is excited for the new year and is looking forward to what 2023 will bring.
|As with many families in the Fall and Winter, Dale and Shirley had a full calendar of activities including some PNW travel and family gatherings. December was especially full with six birthdays and their 51st wedding anniversary. Dale attended the annual Seattle Estate Planning Seminar in November for continuing education credits. Winter steelhead fishing may find Dale on one of several beautiful Oregon rivers. And Dale and Shirley will visit their granddaughters family in SoCal in the Spring. Family times are the best!
|Heather and Dave were able to spend a wonderful week in Mexico to start the fourth quarter of the year. Sunshine, water and sand, along with fabulous food and no schedule made for a relaxing and restful vacation. After spending time in Northern Washington for Thanksgiving with extended family and friends, we’re looking forward to a quiet Christmas at home. With the inclement weather promised, it may be even more quiet than planned!!