Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Portland – SE

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Stephen Engle, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Troy Thompson, JD, CFP®

Sr. Wealth Advisor

Portland – SE

Rob Horwitz, CFP®

Sr. Financial Planner

Portland – SE

Allison Lathrop

Manager, Client Service

Portland – SE

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