Our Advisors
BY NAME:
- Jody Duncan, CFP®
- Larry R. Glaze, CPA, CFP ®
- Dale W. Hadley, CFP ®
- Larry T. Hanslits, CFP ®
- Jim Hurley, Affiliate
- Ronald W. Kelemen, CFP ®
- Fred King, CFP ®
- Scott L. Maxwell, CFP ®
- Chyrle Pinkerton, CFP ®
- Ron E. Powne, CFP ® , CLTC
- Michael O. Somers, CFP ®
- Thomas P. Timberg, CFP ®
- Mark W. Vermillion, CFP ®
- Justin Waller, CFP ®
- Mary Yaeger Way, CFP ®
- Susan S. Yang, CPA, PFS
- Greg S. Young, CPA
- Hank Zewald, Affiliate
BY LOCATION:
Portland, Oregon (HEADQUARTERS)
- Jody Duncan, CFP ®
- Dale W. Hadley, CFP ®
- Fred King, CFP ®
- Scott L. Maxwell, CFP ®
- Michael O. Somers, CFP ®
- Susan S. Yang, CPA, PFS
- Hank Zewald, Affiliate
Beaverton, Oregon
Boise, Idaho
Grants Pass, Oregon
- Jim Hurley, Advisor Affiliate
Hillsboro, Oregon
Lake Oswego, Oregon
North Salem, Oregon
Folsom, CA
Salem, Oregon