Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Sydney received her degree in Nutrition and Minor in Chemistry from Oregon State University.
She enjoys working out and baking all kinds of sourdough things.
She also loves country music, sushi and spending time with family and friends.
Amanda received her degree. in Education from Oregon State University.
Amanda enjoys being in the great outdoors whether it’s hiking in the Gorge, relaxing at the beach, or playing at the park with her Golden Retriever, Cece
Nicole joined the team in December of 2021.
When the weather is nice, Nicole likes to spend time outdoors. She enjoys floating on the river with friends, hanging out at the beach and going on long walks.
She is an avid foodie and loves trying new foods and restaurants.
York joined the team in May of 2023.
York has many years of experience in the financial industry and is working to obtain his licenses to become an associate advisor.
In his free time, York likes to workout at CrossFit and spend time off-roading in his Jeep. He also enjoys hanging out with friends while sipping on a glass of Mezcal.
Matt received his degree in Finance from Washington State University (Go Cougs!)
He enjoys playing lacrosse and is a member of the Portland Pirates Men's Team.
In the winter you can find him on the mountain and in the summer on the water.
He also enjoys spending time with his Fiancee and exploring the PNW.
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