Out & About | Salem, Oregon Office – Fall Team Update 2025
In September, Larry, Katherine, Eric, and Amy (not pictured) attended the Marion Polk Food Share Fundraiser Auction at The Oregon Garden. This beautiful event raised money for MPFS in their…
NEDCO | Financial Foundations
Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in…
Reflections on a 35-Year Career with Ron Kelemen
Ron Kelemen and his wife and Kathy retired on November 2, after 35+ years in the financial advisory business. Before they got too far down the retirement path, we interviewed…