The Hale-DiPiazza Group
Serving clients in Portland Metro, South to Lake Oswego
The Hughie-Brandt Group
Serving clients in Portland Metro, Vancouver, and Surrounding Area
Kenneth Hughie
VP, Senior Wealth Advisor, CA Insurance License #0L04681
The Brunk-Lompa Group
Serving clients across the Mid-Columbia Gorge
The Dunagan-Ames Group
Serving clients in the Willamette Valley and Central Oregon Coast
The Ventham-Nolan Group
Serving clients in McMinnville, Newberg, and Surrounding Area
The Jamison-Richter Group
Serving clients in Eastern Oregon and Southern Idaho
The Boucher'-DiPiazza Group
Serving clients in Umatilla County and Eastern Washington
Harold T Boucher'
VP, Senior Wealth Advisor, CA Insurance License #0I49058
The Johnson-Richter Group
Serving clients in Central Oregon
The Reineke-Morehouse Group
Serving clients in Eugene and Surrounding Area
Bob Reineke
VP, Senior Wealth Advisor, CA Insurance License #0I16931
Financial planning and Insurance
Serving clients across the state of Oregon
Merry H Dooley, CFP®, CWS®, NSSA®
SVP, Wealth Planning Manager
Debora Dinehart
VP, Wealth Protection Strategist, CA Insurance License #4192058
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.