Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, click on them to get more information and to register. 

4th Annual Shred Event

4th Annual Shred Event

Our 4th annual shred event will be on Saturday, May 15th from 9am-1pm or until the truck fills up. We will have doughnuts, milk, juice, and coffee. Please RSVP by calling 503-666-7909 or through the contact form available on our website.