Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Portland

Clear All Filters

Jessica Caruso

Jessica Caruso, CFP^®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Karrie Spencer

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

Bill Berg

Bill Berg, CFA, CFP^®

Sr. Wealth Advisor

Courtney Mersereau, CFP®

Wealth Advisor

Garrett Parker, CFP®

Wealth Advisor

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kyle Dodrill

Wealth Advisor

Mike Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor, Director

Portland, Portland – South, Scottsdale

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Jesse Schenck, CFP®

Financial Planner

Portland, Portland – South

Korina Kaio-Maddox

Korina Kaio-Maddox

Portfolio Consultant

Portland, Portland – South

Chris Lang

Client Service Specialist

Lily Jackson

Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Ready to get started?

Explore More

Couple reading about Retirement Account Contribution Increases

Insights

Are You Contributing Enough to Your Retirement Account? Take Advantage of Contribution Limit Increases

January 7, 2025

Insights

Charitable Giving: Is a Private Family Foundation or Donor-Advised Fund Right for You?

January 6, 2025

Insights

2025 Tax Changes At-A-Glance

January 6, 2025

Continue Browsing