Contact Financial Investment Team

Diana Harrison CPA, CFP®, CWS®: 503-906-5206, Rachel Gustafson CFP®, CCPS®: 503-619-0840,
Christine Lam ChSNC®: 503-906-5208, Travis Wesley CFP®, AIF®, APMA®, CRPS®, CRPC®: 503-906-5207,
Chris Knupfer: 503-906-5212, Tammy Susnjara: 503-619-0842, Kristin Kralicek: 503-906-5209,
Carrie Howard: 503-906-5203, Sarah Siegele EA, LTC: 503-619-0844