Stephen Groth

Stephen Groth, CIMA®, CPFA®, CPWA®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

503-833-5290
Email |
Patrick Cummings

Patrick Cummings, CFP®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

503-833-5291
Email |
Rob Chavez

Rob Chavez

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

503-833-5292
Katrina Stump

Katrina Stump

First Vice President - Financial Advisor

503-833-5293
Larry Van Laningham

Larry Vanlaningham, AWM

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

503-387-8473
Email | |
Robert Groth

Robert Groth, CEPA®

Financial Advisor

503-250-2026
Email |
Sue Junell

Sue Junell

Senior Registered Client Associate

503-833-5294

Mimi Jue

Senior Registered Client Associate

503-833-5296
Debbie Jenkins

Debbie Jenkins

Senior Registered Client Associate

503-833-5297
Rachel Akerson

Rachel Akerson

Branch Service Mgr/Sr Registered Client Assoc

503-833-5298
Aimee Funk

Aimee Funk, APP

Senior Registered Client Associate

503-833-5295

Meet the team

team photo

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Wealth Strategist


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields