Stephen Watkins Bio Photo

Stephen Watkins

First Vice President - Financial Advisor, Consulting Group

541-685-2025
image of William Harbert

William Harbert

Financial Advisor

541-685-2002
Email |
Kim Arch image

Kim Arch

Senior Investment Associate

541-685-2004
Bradley Steinhouse

Bradley Steinhouse

Client Associate

541-685-2016

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


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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