Our mission

Our mission is to bring awareness, strength, and possibility to the community around us and those in it. Our team accomplishes this daily by always working to support and build on your financial foundation.

Edward Murphy

Edward Murphy

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

503-833-5211
Jackie Hall

Jackie Hall, CFP®, ChFC®

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

503-387-8459
Email |
Patrick Murphy

Patrick Murphy

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

503-387-8465
Email |
Henry Murphy

Henry Murphy

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

503-387-8466
Email |

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


advisor

Trust Consultant


advisor

Wealth Management Banker


Contact us

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