Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
03.11.2026
Remember when we used the term “green shoots” in 2009 to describe the budding good things going on in our economy, coming out of the Great Recession? It was meant to describe early indicators of overall improvement. And I say it now; Oregon has lots of green shoots. Not just because it is early spring outside, and
05.12.2023
As many of you know, over the years I have been more and more involved in our regional politics and community through both the Best Practices trips and my involvement with the Government Relations Executive Committee with the Portland Business Alliance.