Broker Check

Preisz Financial - Portland, OR

Phone (503) 224-1600

4525 SW Condor Avenue
Portland, OR 97239

 

Our Team

Michael Preisz

MICHAEL A. PREISZ

CFP®,  CLU®, ChFC®, CPA* (*Inactive)

President & Founder

Learn More
Tom Davenport

TOM DAVENPORT

CRPS®

Vice President,
Retirement Plan Services

Learn More
Patricia Zimmerman

PATRICIA ZIMMERMAN

RHU®

Group Benefits Manager

Learn More
Richard Doug Blair

DOUG BLAIR

CFP®, CFA®

Financial Advisor

Learn More
Carol Bethune

CAROL Q. BETHUNE

MBA, CFP®

Financial Advisor

Learn More
Geoff LaRoche

GEOFF LaROCHE

MBA

Financial Advisor

Learn More
Robert Beswick

ROBERT BESWICK

CFP®, CLU®, ChFC®

Financial Advisor

Learn More
Valerie Pratt

VALERIE PRATT

CRPS®

Retirement Plan Service Specialist

Learn More
Erik Pflaum

ERIK PFLAUM

CRPS®

Retirement Plan Service Specialist

Learn More
Lesley Woods

LESLEY WOODS

Advisor Support Specialist



Learn More
Karen Hinsdale

KAREN HINSDALE

Marketing
Consultant



Learn More