Portland, Oregon Office – Summer Team Update 2025
Scott has had a busy quarter between client meetings, continuing education requirements and his work on the Investment Policy Committee. He has managed to squeeze in some sailing in warmer…
Scott has had a busy quarter between client meetings, continuing education requirements and his work on the Investment Policy Committee. He has managed to squeeze in some sailing in warmer…
Scott and Linden have been enjoying the summer weather, taking some camping trips and visiting with family. He reports loving the long days and the wonderful places the PNW offers…
Scott and Linden had a wonderful holiday visit to San Francisco, their grandson’s first Christmas. Scott hopes to squeeze in some sailing over the next several months once his sailboat…
2024 Q4 Team Update In September, Larry and Laurie celebrated their 39th wedding anniversary with a golf trip to Bend. While the golfing was good and the courses were in…
Scott and Linden were so very pleased to welcome their first grandson into the world in August. The new baby and his parents live in San Francisco so there will…
Team Update Eric is back on the BBQ trail! On June 22nd, he attended a Steak Competition in Lebanon and finished 6th place. Then 2 weeks later to Sweet Home…
Scott has been making the most of the long summer days. He has been busy with some home improvement projects and has enjoyed getting out of doors for some hikes…
Team Update Eric was recently on medical leave. He had his right kidney removed along with the hitchhiker named “Tumor.” At this point it appears the surgery was completely successful. …
Welcome, Katie Martin! Katie is joining us after a varied career in education, client service and operations. More recently, she has been a financial advisor with a corporate firm. Her…
Scott and Linden have enjoyed a bit of sailing over the last several months and are looking forward to Spring bringing warmer temperatures to our area. Jessica and family enjoyed…