What do “happiness” and “success” mean to you?
We’re here to help align your money with your life and your values. Whether you’re planning for your children’s education, a career change, retirement or another personal dream, our financial planning and investment management services make sure your money is working hard to get you there.
Your portfolio’s job is to make your dreams reality.
You’ve worked hard and saved hard. Now it’s time to make sure your portfolio is doing its job. Are you investing consistently with your risk tolerance and your goals? How much do you need to fund your lifestyle? Our process gives you clarity about what’s most important for you.
Are you investing just because? Our team will fill in the blanks for you. Discover who we are.
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Team
Ann Garcia
Besides a dozen 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 the author of How to Pay for College and 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. Their twins just graduated (debt-free!) from college. Evenings and weekends find her exploring Portland’s food scene, running the Wildwood Trail, or on the soccer pitch as a spectator, coach or player.
Scott Emblen
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.
Becky Meats
Becky started in public accounting in 2014 and transitioned to financial planning in 2019. She is a licensed CPA in Oregon and Washington. Becky is currently working towards her PFS and CFP® designations. Becky spent years preparing taxes for individuals, businesses, nonprofits, trusts, and foundations. Her passion is helping individuals, families, and business owners plan and prepare for the retirement of their dreams.
Becky was born and raised in SW Washington. She lives on a small farm with her husband and two girls. During the summer you will find her running a local road race or at the county fair where her girls are showing their registered Jersey cows Honeybear and Princess Jazmine.