Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Firm Founder
Elizabeth Barry
Owner/President
(503) 718-5290
INVESTMENT COMMITTEE
Jared Sutton, CFA, CFP®
Investment Committee Member
Jim Wessels, CPA/PFS™, CFA®
Investment Committee Member
Sean Phillips, CFA
Investment Committee Member
SUBJECT MATTER EXPERTS
Andrew Jensen
Insurance and Annuity
Ashlynn Christensen, CPA
Tax Consultant
Cindy Vandenburg
Health, Disability, Life and LTC
Emily Tripp
Financial Planning Associate
Eric Johnson, JD, CPA, CLU, ChFC
Advanced Planning
Matt Boehnke, CFP®
Financial Planning
Micaela Chase
Operations and Paraplanning
Rob Edwards
Retirement Plans
Wendy Lilly
Retirement Plans