It’s not about the money. It’s about you and your life. That sums up our approach to financial guidance. Financial security isn’t a number; it’s independence and the ability to focus on the things that matter to you. We apply a rigorous and disciplined financial planning process to help you find out if you’re on track to live the life you want, and to get you there if you’re not.
We believe that being fee-only aligns us most closely with our clients' needs in seeking our guidance. As fiduciaries, we are required to act with undivided loyalty to our clients, and we value the trust our clients place in us.
Besides nearly 10 years as a financial advisor, Ann’s business background includes marketing and strategic planning in the technology industry and owning two businesses, a professional services firm and a wine importer/distributor. Ann holds the CFP® designation and earned her BA from the University of California, Berkeley. She is a member of Phi Beta Kappa and of NAPFA, the leading association of fee-only financial advisors.
Ann and her husband live in the Portland area with their teenaged twins and golden retriever. Evenings and weekends find her enjoying family time, running the Wildwood Trail, or on the soccer pitch as a spectator, coach or player.
Scott has a combination of breadth and depth in financial services spanning over 20 years. He earned the CFP® designation in 2003. In addition to his client-facing roles, Scott spent several years on the institutional side educating advisors on financial products and services. Scott also holds the CDFA® designation and has helped many individuals and couples navigate the divorce process. Scott earned his BA from Oregon State University.
Scott is a native of the Portland area. Outside of work, he has completed several Ironman Triathlons. With that accomplishment checked off, he is focused on enjoying the outdoors and active living with his girlfriend and stepdaughter.
Gail has been a Fee-Only financial advisor for more than 20 years. During that time she has successfully helped families through their children’s college years. Helping both couples and singles to confidently move forward into being financially independent has been an added source of satisfaction for Gail. Areas of particular interest are unwinding inappropriately sold annuities and balancing accounts types so as to not be subject to more tax than necessary.