President and Financial Advisor
Amy has been a financial advisor since 2003. She is a CERTIFIED FINANCIAL PRACTITIONERTM and has additional specialized credentials in retirement income planning. Amy is a 3rd generation financial advisor and sees her role with clients as being about education.Read More
Client Care Coordinator
Lisa enjoys getting to know our clients, their individual stories, and how those unique characteristics change how we work with them. Lisa moved to Oregon from California in 2018 where she worked as a legal assistant in estate planning. (You might ask her how she likes Portland snow!)
Outside the office, Lisa enjoys baking vegan desserts, making costumes, and attending anime conventions.
Corrie is a candidate for CFP® certification, who enjoys helping people figure out the best path forward. She grew up in Montana, and much of her adult life was spent in Seattle. Corrie moved to Portland in 2016. She began her studies for the CFP® designation at the University of Portland shortly after.
Corrie and her husband look forward to buying their first home soon and are often found exploring open houses on the weekends. Corrie also enjoys cooking.