About Us
Our experienced and sophisticated team of advisors provides financial planning expertise and professional portfolio management. Currently, four Certified Financial Planners® 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, CFP® - Financial Planner, Client Service Manager