Chuck Gall

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

503-833-5244

Kelly Hale

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

503-833-5244

Jen Pacific

Senior Registered Client Associate

503-833-5275

Klansi Hess

Client Associate

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

  • Financial Times Top 400 Advisors list in the U.S.- 2015, 2018

Kelly Hale

  • Financial Times Top 400 Advisors list in the U.S. - 2014, 2015, 2018
  • Forbes America’s Top Women Wealth Advisors - 2017
  • Forbes/SHOOK State-by-State Top Wealth Advisor - 2018, 2019