Experience

Makes all the difference

Wendy Pace

Client Associate Senior

With more than 25 years of experience in the financial industry, Wendy is an invaluable member of our team. Her ability to anticipate our clients' needs and manage the daily operations of our business is paramount to providing exceptional service to everyone we help.

Registered States:
  • CA
  • OR
  • SC
  • TX
  • WA
805 South West Broadway
Suite 2600
Portland, OR 97205

Email Me

John Harrison, CFP

Client Associate Senior

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • ID
  • MA
  • MD
  • MT
  • OR
  • TX
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
805 South West Broadway
Suite 2600
Portland, OR 97205

Email Me