(503) 304-9248
Welcome to the North Salem Office
We appreciate your interest in our fee-only investment advisory and financial planning practice. Whether or not we prepare your taxes, being associated with the CPA firm Johnson, Glaze & Co. P.C. provides us with a unique ability to keep your tax situation top of mind when providing investment and financial planning services.
We work with a variety of clients in all stages of life. Small business owners, professionals, farmers, and those nearing or just entering retirement especially find our “one-stop-shop” approach beneficial. We offer a broad range of portfolio options for individuals, trusts, and company retirement plans, as well as top notch solutions for large portfolios or complex situations.
It will be a privilege to meet and provide you with a complementary initial consultation. Find out more at Why Choose Us?
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Larry R. Glaze, CFP®
Larry Glaze, CPA, CFP®, brings over thirty year's experience in business management, accounting and financial planning to his clients. He holds a Bachelor of Science degree in Business Administration from Humboldt State University (1976 / Arcata, CA) and an Associate of Arts degree in Accounting from Southwest College (1974 / Chula Vista, CA)
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Mark W. Vermillion, CFP®
A graduate of Biola University, Mark entered the financial services industry in 1993. Mark values the 10 years he spent in the banking industry, where in his relationship management and investment advisory roles he helped individuals and small business clients to improve both their current and long-term financial health. Mark ended his banking career as Assistant Vice President & Sales Manager over two busy branches of KeyBank.
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