Tom Meagher

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

503-833-5264
Email |

Erik Tobiason, CFP®

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

541-312-6512

John Menefee

Director - Institutional Sales

541-312-6518
541-385-4722

Ian Tobiason

Financial Advisor

541-312-6530

David Bachofner, CFP®

Senior Financial Associate

541-312-6502

Hannah Reese

Registered Client Associate

541-312-6525

Rachael Cannady

Registered Client Associate

541-312-6514

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 Planning Consultant


advisor

Wealth Strategist


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