Broker Check

Meet the Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Michael Preisz

Michael A. Preisz AIF®, CFP®, CLU®, CHFC®

President & Founder

(503) 224-1600 x101

William Preisz

William A. Preisz AIF®, CRPS®, CPA

Chief Compliance Officer, Director, Retirement Plan Services, Shareholder

(503) 224-1600 x 105

Tom Davenport

Tom Davenport CFA®, CRPS®, AIF®   

Chief Investment Officer, Shareholder

(503) 224-1600 x111

Patricia Zimmerman

Patricia Zimmerman, RHU®

Director of Operations, Group Benefits Manager

(503) 224-1600 x 100

Carol Bethune

Carol Q. Bethune MBA, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

(503) 224-1600 x 107

Robert Beswick

Robert Beswick CLU®, CHFC®, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

(503) 224-1600 x 109

Geoff Laroche

Geoff Laroche MBA, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

(503) 224-1600 x 114

William Sample

William Sample, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

503-224-1600 x 103

503-719-4606

Christa Whitman

Christa Whitman, BFA™

Financial Advisor, Wealth Management Coordinator

503-224-1600

Jason Tanz

Jason Tanz CRPS TM

LPL Registered Participant Services Coordinator

503-224-1600 x 106

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.