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Preisz Financial - Portland, OR

Phone (503) 224-1600

4525 SW Condor Avenue
Portland, OR 97239

 

Our Team

Michael Preisz

MICHAEL A. PREISZ

AIF®, CFP®, CLU®, ChFC®

President & Founder

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Tom Davenport

TOM DAVENPORT

AIF®, CRPS®

Chief Investment Officer



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Patricia Zimmerman

PATRICIA ZIMMERMAN

RHU®

Group Benefits Manager

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Carol Bethune

CAROL Q. BETHUNE

MBA, CFP®

Financial Advisor



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Robert Beswick

ROBERT BESWICK

CFP®, CLU®, ChFC®

Financial Advisor



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Geoff LaRoche

GEOFF LAROCHE

MBA

Financial Advisor



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WILLIAM PREISZ 

AIF®, CPA, CRPS®

Director, Retirement Plan Services




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Lesley Woods

LESLEY WOODS

Advisor Support Specialist



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Karen Hinsdale

KAREN HINSDALE

Marketing Consultant



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Sharie Korter

SHARIE KORTER

Administrative Assistant



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