Chuck

Chuck Gall

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

503-833-5244
Kelly

Kelly Hale

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

503-833-5244

Jen Pacific

Investment Associate

503-833-5275

Hayden Hall

Registered Client Associate

503-833-5227

Proud to Be a National Award-Winning Team

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Chuck Gall

  • Forbes Best-In-State Top Wealth Advisor - 2020, 2021, 2022, 2023
  • AdvisorHub Advisor to Watch - 2023

Kelly Hale

  • Forbes Top Women Wealth Advisors - 2020, 2021, 2022, 2023
  • Forbes Best-In-State Top Wealth Advisor - 2019, 2020, 2021, 2022, 2023