About Us
Our experienced and sophisticated team of advisors provides financial planning expertise and professional portfolio management. Currently, three Certified Financial Planners™ and a staff member work with clients in Oregon, Washington and California. We have been in business at the same downtown Portland location over 15 years and plan to be here for many more.
- Deborah L. Thomas, JD CFP® - Financial Planner, President, and Founder
- Stephen W. Hewitt, JD CFP® - Financial Planner
- Benjamin E. Gilbert, CFP® - Financial Planner
- Jessi Howe - Client Service Manager