Five Star 2012 portland Wealth Managers

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Wealth Managers 2012 portland Don’t listen to other people. ... Marilyn Bergen · Confluence Wealth Management Kimberlee Bouska · First Tech Investment
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Five Star Wealth Managers

In a consumer study about dynamics between wealth managers and their clients, Five Star Professional polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas:

are financial advisors, financial planners, investment advisors, tax advisors and estate planning attorneys.

• 2 9 percent of consumers want to be contacted by their wealth manager whenever events require an update; only 7 percent of wealth managers say they contact clients based on the impact of events.

Portland Monthly and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average oneyear client retention rate for this year ’s award winners is more than 96 percent.

• 63 percent of consumers say they receive the right amount of communication from their wealth manager. From research conducted by Five Star Professional, April 2011.

Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers

How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients?

Don’t listen to other people. Investigate for yourself. Be wary of advisers who say they never had a down year.” — Five Star Wealth Manager

A Select Award

The 2012 Five Star Wealth Managers are a select group, representing less than 5 percent of the wealth managers in the Portland area.(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

Award

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Portland award candidates were identified using internal and external research data, including a survey to more than 2,600 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Candidates

www.fivestarprofessional.com: Five Star award information — FS 1

2012 Five Star Wealth Managers

2012 Portland

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2012 Five Star Wealth Managers

Determination

Of Award Winners

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers.(2)

Eligibility Criteria – Required(3)

2012

1. C redentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review.(4) 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation Criteria – Considered(3)

6. One-year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent).

The Five Star award goes to less than 7 percent of wealth managers.

7. Five-year client retention rate.

8. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $84 million in client assets).

9. Number of client households served (on average, this year’s award winners serve 248 households). 10. Education and professional designations.

Research Disclosures

• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

• The Five Star award is not indicative of the wealth manager’s future performance.

Insights from Five Star Wealth Managers Wishful thinking is not planning. If you plan for the worst, you will never be unpleasantly surprised.”

• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.

• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland Monthly. • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

• F ive Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com. • (1) 1,454 award candidates in the Portland area were considered for the Five Star Wealth Manager award. 260 (approximately 18 percent of the award candidates) were named 2012 Five Star Wealth Managers.

(2) (3) (4)

Wealth managers were required to certify that any information they provided was accurate. Criteria 4, 8 and 9 do not apply to attorneys or CPAs. As defined by Five Star Professional, the wealth manager has not: • Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. • Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. • Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. • Filed for personal bankruptcy. • Been convicted of a felony.

Clients don’t care how much you know until they know how much you care.”

Only invest in something that you understand.”

What matters most is how you recover from setbacks.”

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria:

• Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria listed above. • Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. • Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the opportunity to submit complaints regarding a wealth manager. More than 15,400 households in the Portland area were contacted.

The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 – 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. No more than 7 percent of wealth managers receive the award each year. The selection process for the 2005 – 2011 award winners can be found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php.

FS 2 — Five Star award information: www.fivestarprofessional.com

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Business Planning

Lloyd Summers · Lloyd R. Summers

Russell Kilkenny · Scarborough, McNeese, O’Brien & Kilkenny

Michael Wetzel · Fitzwater Meyer

Kristin Erickson · Ameriprise Financial Services, Inc. Page 20

Financial Planning

Adina Flynn · Ameriprise Financial Services, Inc.

Brent Abney · Ameriprise Financial Services, Inc.

Russell Francis · Portland Financial Advisors

Jeffrey M. Owens · The Business Planning Group

Christina Aleckson · Single Point Financial Advisors/Securities America Page 20

James Fread · Ameriprise Financial Services, Inc.

Estate Planning

Gavin Amato · Robert W. Baird & Company

Amy Apiado · Moss Adams

John Andrea · Thrivent Financial

Ron Bailey · Duffy Kekel

Theresa Austria-Kenney · Ameriprise Financial Services, Inc.

Matthew Lempner · Financial Health Alliance Gregory Levinson · Levinson Law

Shirley Bass · Shirley A. Bass

Andrew Frazier · Frazier Hunnicutt Financial

Amy Groshong · Ameriprise Financial Services, Inc.

Gabrielle Groshong · Ameriprise Financial Services, Inc.

Alan Bacharach · Park Avenue Securities

Raymond Grubbs · Raymond J. Grubbs & Associates

Todd Baird · U.S. Bancorp Investments Page 17

Dale Hadley · The H Group

Nancy Cowgill · Stoel Rives

Daniel Bartosz · Onpoint Community Credit Union

Gail Harrower · Frazier Hunnicutt Financial

Heather Guthrie · Dunn Carney Allen Higgins & Tongue

Marilyn Bergen · Confluence Wealth Management

Gary Heuer · Thrivent Financial Page 15

Darin Honn · Sussman Shank

Kimberlee Bouska · First Tech Investment Services

Shawn Higley · The Partners Group Page 20

Greg Bowen · Cascadia Wealth Management

Mark Hildebrandt · Ameriprise Financial Services, Inc.

Amy Bilyeu · Cavanaugh Levy Bilyeu

Christine Brown · Garvey Schubert Barer Lisa Brumm · AXA Advisors

Robert Kabacy · Kell Alterman & Runstein Page 10 Joshua Kadish · Wyse Kadish

Stephen Kantor · Samuels Yoelin Kantor Emily Karr · Stoel Rives

Robert Lechevallier · Buckley Law Michael Levelle · Sussman Shank

James McVittie · Legacy Preservation Law Carolyn Miller · Carolyn W. Miller Holly Mitchell · Duffy Kekel

Gerald Montgomery · Gerald E. Montgomery

Ronald Castner · Ameriprise Financial Services, Inc.

Brent Hamilton · WBH Financial Services

Earl Hines · Hines Warner Wealth Management Page 15

Michael Clancy · Merrill Lynch Lindy Clark · IAI

R. Pasha Horiuchi · Ameriprise Financial Services, Inc.

Thomas Clements · Cascade Financial Advocates

Mathew Hunnicutt · Frazier Hunnicutt Financial

Derrick Clouser · Morgan Stanley Smith Barney

Tammy Jacobs · Creative Wealth Management/LPL Financial

D. Mike Collins · Morgan Stanley Smith Barney

Lonny Jochim · Jochim & Associates/ Ameriprise Financial Services, Inc. Page 9

Marsha Murray-Lusby · Dunn Carney Allen Higgins & Tongue

Nancy Congdon · Nancy Congdon & Associates/Ameriprise Financial Services, Inc.

Tim Nay · Law Offices of Nay & Friedenberg

John Dakin · Valic Financial Advisors

C. Richard Noble · C. Richard Noble, Attorney at Law

Greg Kimura · Frazier Hunnicutt Financial

Yunny Dang · Lincoln Financial Advisors

Al Korb · Ameriprise Financial Services, Inc.

Dale Donaldson · Donaldson Gregory & Associates/Ameriprise Financial Services, Inc.

Geoffrey Laroche · Ameriprise Financial Services, Inc.

Helen Reeves Pruitt · Wyse Kadish

Garvin Reiter · Law Offices of Nay & Friedenberg Dean Sandow · Farleigh Wada Witt

Erik Schimmelbusch · Schimmelbusch Law Group Penny Serrurier · Stoel Rives

Scott Strahm · Strahm Law Group

Matthew Kibbe · Morgan Stanley Smith Barney Page 20

John Leal · TIAA-CREF

Jason Downey · Morgan Stanley Smith Barney

Ralph Luchterhand · Ameriprise Financial Services, Inc.

Jason Drews · Thrivent Financial

Erin Dwyer · Ameriprise Financial Services, Inc.

Robert Lumm · Country Financial

Kristin Lyman · Ameriprise Financial Services, Inc.

www.fivestarprofessional.com: Five Star award information — FS 3

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

Frederick Magenheimer · Cornerstone Wealth Management

Kari Skedsvold · Ameriprise Financial Services, Inc.

Dan Cavagnaro · Morgan Stanley Smith Barney

Hans Manseth · Hjam Financial Services

C. Brantley Smith · Ameriprise Financial Services, Inc.

James Christianson · Wells Fargo Advisors, LLC

Gretchen Stangier · Stangier Wealth Management Page 19

Michael Chrysler · Matrix Wealth Management

Steven Stiles · Allstate Financial Services

Rob Closs · Wells Fargo Advisors, LLC

Chris Stutes · Cornerstone Wealth Management

Oliver Collins · Merrill Lynch

Linda Marie · Raymond James Financial Services Daniel McCreath · Merrill Lynch

Kip Mechals · Cascadia Wealth Management Michael R. Mignano · Ameriprise Financial Services, Inc. K.C. Mink · The Partners Group

Page 20

Mark Moore · M. Steven Moore Company Chris Mueller · Ameriprise Financial Services, Inc. Robert Musante · Tribune Wealth Management

Alice Tang · The Business Planning Group William Terrill · Toews Terrill & Associates/Ameriprise Financial Services, Inc. Page 18

Shawn Thomson · Van Vleck & Thomson/ Ameriprise Financial Services, Inc.

Michael Craven · Wells Fargo Advisors, LLC Thomas Davenport · Preisz Associates Page 19

Kristian De Groot · Morgan Stanley Smith Barney John Deering · Principal Financial Group

Jerry Tucker · Pearson Financial Group Page 6 & 7

Daniel Deymonaz · Wedbush Securities

James Mustard · The Legend Group

David Newbore · Bacon Newbore Financial Consultants

Connie Tyson · Tyson Schaub & Wilson Page 13

Paul Erenfeld · Cascadia Wealth Management

Graeme Newhouse · Merrill Lynch

Walter Urban · Morgan Stanley Smith Barney

Andrew Fisher · Maxim Global Wealth Advisors

Tonya Nichols · Merrill Lynch

Douglas Van Allen · Marathon Wealth Management

Lori Flexer · Ferguson Wellman Capital Management

Anthony Vece · Thrivent Financial

Dale Flick · Wells Fargo Advisors, LLC

Douglas Perry · Cascadia Wealth Management

Ronald Wilkinson · Security First Advisors Page 18

James Frank · Raymond James Financial Services

John Peyton · Cascadia Wealth Management

Joseph R. Williams · Financial Planners Northwest

Chuck Gall · RBC Wealth Management

Conrad Pearson · Pearson Financial Group Page 6 & 7

Diana Platika · Platika Financial Solutions Andrew Pollack · Ameriprise Financial Services, Inc.

Jim Price · First Tech Federal Credit Union

Richard Williams · The Strategic Alliance Shiloh Wilson · Ameriprise Financial Services, Inc.

Jane Drew · Merrill Lynch

David Garton · Edward Jones

Joseph Gerkman · Gerkman Insurance & Financial Services Scott Gettel · RBC Wealth Management

Roy Rasera · Professional Practices Group

Damon Winter · Majestic Eagle Agency Page 21

Rick Rogers · Stoneridge Wealth Management

Scott Winter · LPL Financial

Joel Greenblum · Wells Fargo Advisors, LLC

Eric Wishan · Tribune Wealth Management

Joseph Gross · Wells Fargo Advisors, LLC

Mark Rosenbaum · Rosenbaum Financial Judy Rubino · Rubino & Skedsvold/ Ameriprise Financial Services, Inc. Kristen Salt · Ameriprise Financial Services, Inc.

Investments

Andrew Anderson · Wells Fargo Advisors, LLC Travis Barsotti · Merrill Lynch

Jim Schaller · Summa Wealth Management

Nathan Allen Bell · The Guidance Group

Amy Schlager · AXA Advisors

Jane Bergin · Morgan Stanley Smith Barney

Patrick Schmitt · Ameriprise Financial Services, Inc.

Gary Brink · Wedbush Securities

Richard Singer · Donaldson Gregory & Associates/Ameriprise Financial Services, Inc.

Kersten Broms · Ameriprise Financial Services, Inc.

Justin Buell · Wells Fargo Advisors, LLC Christopher Busby · CFG Wealth Management

FS 4 — Five Star award information: www.fivestarprofessional.com

Karen Goulding · Merrill Lynch

John Gunn · John L. Gunn & Associates Kelly Hale · RBC Wealth Management

Bryan Haney · U.S. Bancorp Investments Page 17 Christopher Hill · Edward Jones

Tyler Hilligoss · Boston Financial Partners Group Eric Holm · Wells Fargo Advisors, LLC

John Honnold · Honnold Financial Services Terry Horley · Stoneridge Wealth Management

Paul Howard · McAdams Wright Ragen

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Michael Neumann · Investment Advisors International

Douglas Strand · Morgan Stanley Smith Barney

Casey Norton · Wells Fargo Advisors, LLC

Rena Tarum · Morgan Stanley Smith Barney

Werner Iseli · Wedbush Securities

Joseph Opsahl · Merrill Lynch

Rupa Jack · Morgan Stanley Smith Barney Page 17

Thomas Ouimette · Morgan Stanley Smith Barney

Margaret Tuchmann · Morgan Stanley Smith Barney Page 21

Eldon Jahn · Commonwealth Financial Network

Jeff Paustian · Wells Fargo Advisors, LLC

Ryan Hubka · Morgan Stanley Smith Barney Patrick Huey · Cuso Financial Services/ Advantis Credit Union Page 16

Werner James · Edward Jones

Jason Jantz · Morgan Stanley Smith Barney Page 8

Jude Jeannis · Wells Fargo Advisors, LLC Eric Klein · Frazier Hunnicutt Financial Ryan Koch · Bank of the West

Ronald Lam · Wells Fargo Advisors, LLC Clarke Leaverton · Merrill Lynch

Corey Levine · Ameriprise Financial Services, Inc. David Louthan · Robert W. Baird & Company Michael Luperini · Merrill Lynch

Damon Mapes · Sterling Savings Bank David Marshall · Robert W. Baird & Company Teddy Martin · Edward Jones

Suzanne McGrath · Vision Capital Management Nolan Meeuwsen · Wells Fargo Advisors, LLC

Greg Meyer · KMS Financial Services Greg Moore · Wedbush Securities Page 21

Douglas Moshofsky · Morgan Stanley Smith Barney Page 21

Timothy Mosier · Cairn Investment Group

Stuart Munro · Morgan Stanley Smith Barney Andrew Murdoch · Somerset Wealth Strategies

William Murphy · Wells Fargo Advisors, LLC Page 11

Maurice Valdivieso · Wells Fargo Advisors, LLC

Michael Wahlstrom · Wells Fargo Advisors, LLC

Karen M. Ponce De Leon · Liberty Capital Investment Corporation

Steven Walter · Morgan Stanley Smith Barney

Steven Potter · Wells Fargo Advisors, LLC

Bradford Wear · Morgan Stanley Smith Barney

David Price · Morgan Stanley Smith Barney Page 19

Chris Werner · Werner Financial Group Page 14

Robert Pugh · Transamerica Financial Advisors

Joseph Wilson · Tyson Schaub Financial Services

Michelle Rand · Cascade Investment Advisors

Chris Winn · Confluence Wealth Management

Christopher Rask · Morgan Stanley Smith Barney

Sean Zimmerman · Morgan Stanley Smith Barney

Lucia Reynolds · Amerisal Financial

Phil Richman · Wells Fargo Advisors, LLC

Taxation

Matt Roehr · Northwest Investment Counselors Page 12

Jim Baumbach · Rick L. Hug, CPA

Chuck Rood · Wells Fargo Advisors, LLC

Patrick Carney · Patrick G. Carney, CPA

Mark Roukas · Morgan Stanley Smith Barney

Jeff Chaidez · Stefani Chaidez

James Rudd · Ferguson Wellman Capital Management

David Culpepper · Thede Culpepper Moore Munro & Silliman

Christopher Russak · Merrill Lynch

Victor Epstein · Epstein Group

Nelson Rutherford · Evergreen Financial Advisors Page 21

Charles Gauger · Charles S. Gauger

Kevin Sanger · Wells Fargo Advisors, LLC

Douglas Henne · Isler Northwest Page 16

Mark Scarlett · Northwest Investment Counselors Page 12

Eric Hormel · Perkins & Company

Rick Schmidt · Chinook Capital Management

Michael Lortz · Geffen Mesher

Brian Schuler · Morgan Stanley Smith Barney

Adam Puckett · Delap

Thomas Shipley · Robert W. Baird & Company

Greg Rogers · Rogers Financial Services

Randy Smith · Wells Fargo Advisors, LLC

Michael Smolak · Northwest Investment & Retirement Group Jim Stark · Wells Fargo Advisors, LLC

Brian Nelson · Wells Fargo Advisors, LLC

Edwin “Ted” C. Strader · Merrill Lynch

Thomas Nelson · Wells Fargo Advisors, LLC

Spencer Strahan · Merrill Lynch

Pat Kimmer · Pat A. Kimmer, CPA

Terry Schandel · Terry K. Schandel, CPA Kim Wilcox · Wilcox & Company, CPAs Nancy Winn · Nancy Winn, CPA

James Woodburn · Woodburn & Landers

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College.

www.fivestarprofessional.com: Five Star award information — FS 5

2012 Five Star Wealth Managers

Award winners listed by primary services and listed alphabetically by last name.

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2012 Five Star Wealth Managers

Pearson Financial Group

Left to right: 2012 winner Jerry Tucker, two-year winner Conrad Pearson, Brian McCarry, Jaimee Hansen, Kurt Vielbig

FS 6 — Five Star award information: www.fivestarprofessional.com

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2012 Five Star Wealth Managers

Two-year winner Conrad Pearson

2012 winner Jerry Tucker

Relationships Built on Trust

• Confidence and trust — foundational to building relationships

• Experience and passion — professionals who seek to serve others • Dedication and perseverance — making clients the only priority

Areas of Focus: Retirement Planning, Business Retirement Plans, Employee Education, College Funding, Asset Allocation, Wealth Transfer, Long Term Care Planning, Life Insurance, Disability Insurance Designation: CERTIFIED FINANCIAL PLANNER™

Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust. As a locally owned firm, our success has only come through dedication to our clients by helping them achieve their life goals. Pearson Financial celebrates two individual 2012 Five Star award winners, Conrad Pearson and Jerry Tucker, whose combined industry experience totals more than 65 years. Their wealth of experience, backed by a team with a broad base of credentials, has helped our clients design and navigate their personal journey to financial security. We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members. If you are in need of a trustworthy friend to help navigate your unique journey, we would be honored to welcome you at Pearson Financial Group.

5665 Southwest Meadows Road, Suite 120 • Lake Oswego, OR 97035 Phone: (503) 670-0500 www.pearsonfinancial.com

Securities and advisory services offered through SII Investments, Inc.® (SII), member FINRA/SIPC and a Registered Investment Advisor. SII and Pearson Financial group are separate and unrelated companies.

www.fivestarprofessional.com: Five Star award information — FS 7

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2012 Five Star Wealth Managers

Jason G. Jantz

Professional Financial Management and Wealth Protection

• Comprehensive financial planning

• World-class investment advice specializing in wealth protection • Exceptional personalized service

Titles: Senior Vice President, Senior Portfolio Management Director, Wealth Advisor

Designations: Certified Investment Management AnalystSM, CIMA® from the Wharton School Area of Focus: Wealth Management

Assessing the risks in today’s markets seems a daunting task for anyone. Jason’s proactive financial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future. As a Wealth Advisor, Jason

is passionate about helping his clients achieve their financial goals. His aim is to build lifelong relationships with his clients and maintain the highest standards of quality, service and integrity.

1001 Southwest 5th Avenue, Suite 2200 • Portland, OR 97204 Office: (503) 552-3380 • Toll-free: (800) 767-7824 [email protected] © 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

FS 8 — Five Star award information: www.fivestarprofessional.com

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2012 Five Star Wealth Managers

Lonny Jochim

Family Financial Planning Focused on Your Success

Areas of Focus: Retirement Income, Financial Planning

Left to right: Keri Twyman, Five Star award winner Lonny Jochim, Brandon Jochim, Jim Smith, Melissa Zuniga

• Financial advice aligned with client values • Committed to exceptional client service • We offer financial planning with sophisticated, personalized advice

Title: Lonny P. Jochim, Private Wealth Advisor; Brandon Jochim, Private Wealth Advisor Designations: Lonny P. Jochim, CFP®; Brandon Jochim, CRPC®

The greatest reward is a satisfied client. The strong bonds I and my team establish with them are the most important assets to our practice. This strong relationship along with our experience has helped us navigate through one of history’s most volatile economic times. Our continued growth has been a great measurement of our achievements.

Our team has 35 years of combined experience as wealth advisors. We believe in a highly personalized, proactive approach focused on what’s important to you and your family. We will assist in all the details and nuances of financial planning, not just your investments. We utilize the strengths and experience of our professional team to provide extraordinary service.

1595 Holly Street • West Linn, OR 97068 Office: (503) 650-7949 • Fax: (503) 557-5747

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

www.fivestarprofessional.com: Five Star award information — FS 9

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Making Estate and Business Transition Planning Understandable

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2012 Five Star Wealth Managers

Robert E. Kabacy

Areas of Focus: Estate Planning and Business Transactions

• Helps protect your wealth with values-based planning • Values long-term client relationships built on trust and service • Creator of Tax-Calc Now™, the estate and financial planning iPhone app

Title: Managing Partner, Estate Planning and Business Departments

I am skilled in comprehensive estate planning, wills, trusts and business transition strategies for estates of all sizes. My clients rely on me to create personalized solutions that help meet their wealth transfer, tax planning, family and business transition goals. I have navigated multifaceted questions of law, finance, taxation and family relations for nearly 20 years.

I know that estate and business transitions can be fraught with emotion. In fact, I wrote “Last Wishes: a Family Guidebook” to help people understand estate planning and assist relatives responsible for transitions. My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions, as well as the respect and sensitivity I bring to each of my client relationships.

520 Southwest Yamhill, Suite 600 • Portland, OR 97204 | 12405 Southeast 2nd Circle • Vancouver, WA 98684 Portland: (503) 222-3531 • Vancouver: (360) 993-1133 [email protected] • www.kellalterman.com Robert E. Kabacy Licensed to practice law in Oregon and Washington.

FS 10 — Five Star award information: www.fivestarprofessional.com

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2012 Five Star Wealth Managers

William D. Murphy To Our Clients: Thank You!

What you deserve from your financial advising team

Left to right: Five Star award winner William D. Murphy and Shalene E. Caldwell

• We hear you: “A comfortable retirement with freedom to enjoy it …” • “Maintain our current lifestyle, financial independence and help our children …” • “We are excited about our next phase in life …”

Areas of Focus: Practical Retirement Planning, Effective Investment and Income Strategies, Charitable Planning Designations: CRPC®, Certified Retirement Planning CounselorSM We are grateful to our clients and peers for their continued support. At The Murphy Group, we understand that wealth is measured on more than a net-worth statement. Knowing what touches our clients’ hearts and helping them pursue a rewarding retirement is our goal.

much risk. But there are alternatives.

We oversee investments using diversified strategies that seek to preserve and grow portfolios, even in these markets. We believe that experience and trust — and the accountability they imply — are the cornerstones of any successful relationship. To Having a sounding board — a specialist’s perspective — can explore if we are a good fit to help you build and enjoy the make all the difference. For example, current bank rates are retirement you want, call and arrange a discovery meeting. very low and mainstream buy-and-hold investing could carry

222 Southwest Columbia Street, Suite 1800 • Portland, OR 97201 Bill: (503) 220-6327 • Shalene: (503) 276-0219 [email protected][email protected] • www.murphygroup.wfadv.com

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0312-4489 3/12].

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More Than 14 Years of Independent Advice and Integrity

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2012 Five Star Wealth Managers

Northwest Investment Counselors Team

Areas of Focus: Retirement Planning and Income Strategies

Left to right: Two-year winner Matt Roehr, Cheyne Sorensen, Christel Turkiewicz, John Woolley and two-year winner Mark Scarlett

• Independent, fee-only, registered investment advisor — no broker affiliation • Serving individuals, foundations, endowments, trusts and corporate plans • Individual stock and bond selection, diversified investment solutions

Designations: Mr. Scarlett and Mr. Roehr are Chartered Financial Analysts® (CFA®)

Ever wonder why “investing” begins with an “I”? We don’t, and if you think about it, it is the perfect letter to start such an important process. After all, successful investing is only relative to an individual. What do I need? What do I want to get from this? What can I afford to risk?

Here at Northwest, the beginning, middle and end revolve around the “I” of every client. Because after all, our advice, talent and insight in the financial markets mean nothing if a client cannot honestly say, “I am better off having worked with them.”

340 Oswego Pointe Drive, Suite 100 • Lake Oswego, OR 97034 Office: (971) 404-0179 • Toll-free: (800) 685-7884 [email protected] • www.nwic.net

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Left to right: Joe Wilson and two-year winner Connie Tyson

• If you want to work for the rest of your life, that’s your business. If you don’t, that’s our business. • Achieved the highest level, Top of the Table, of Million Dollar Round Table (Connie) • Princor Financial Services Inc. Lifetime Achievement Award (Connie)

Connie M. Tyson, CFP®, CLU®, RHU®, LUTCF Joe Wilson, CFP®, ChFC®, CRPC®

Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline, offering financial planning, managed portfolios and sound retirement strategies. Their energy is focused on helping clients live retirement years without worry, retire debt and utilize gifting strategies. Connie and Joe also offer individual services for wealth transfer — disability, life and long-term care insurance.

Business protection in the form of key person, buy-sell and deferred compensation are also offered, where appropriate. After serving some clients for more than 20 years, Connie feels her highest achievement is in now serving children and grandchildren of those same clients. “I am honored. Thank you!” — Connie Tyson

5665 Meadows Road, Suite 350 • Lake Oswego, OR 97035 Phone: (503) 620-6281 • www.tysonschaubandwilson.com [email protected][email protected][email protected]

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, (800) 247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group, Des Moines, IA 50392. Connie M. Tyson and Joe W. Wilson, Principal National and Principal Life Financial Representatives, Princor Registered Representatives and Financial Advisors. Tyson Schaub & Wilson, Inc. is not an affiliate of any company of the Principal Financial Group. t11022202vr.

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2012 Five Star Wealth Managers

Tyson Schaub & Wilson Team

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2012 Five Star Wealth Managers

Chris Werner

Werner Financial Group at Wells Fargo Financial Network

Left to right: Front row: Trevor Becker, Five Star award winner Chris Werner, Randy Gay Back row: Leanne Groen and Pete Kotkas

• Asset management • Retirement plan consulting • Investment planning

Title: Chris Werner, Managing Director

Area of Focus: Investment Management

Our deep commitment to clients is defined by three core tenets:

Envision® planning software to provide clients with clarity and confidence when making financial decisions.

Personalized service: We work with each client to identify unique financial priorities and tailor client portfolios to meet planning objectives. We pride ourselves on open communication and being available to clients.

Honesty: We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance. Our candid assessment of financial markets allows us to adapt quickly and better navigate changing economic conditions.

Capabilities: Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Network’s

1129 Northwest 11th Avenue • Portland, OR 97219 Office: (503) 546-5649 • Fax: (503) 546-7394 [email protected] • www.wernerfinancialgroup.com

Advisor selection is not reflective of individual or client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Investment Products and services offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and separate nonbank affiliate of Wells Fargo & Company. Werner Financial Group is a separate entity from WFAFN. Envision ® is a registered service mark of Wells Fargo & Company and used under license. [CAR 0312-00784].

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Our Mission Vision and Values Are to Serve Our Members

• Who we are: a Fortune 500 company with 2.6 million members

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• What we do: financial solutions to help clients meet their goals

Left to right: Petr Maucy, two-year winner Gary Heuer, Cathy Jarosz and Rafik Fouad

• What we offer: a wide range of products and services Title: Financial Associates Designation: FIC

As a Fortune 500 and membership organization, we answer to our 2.5 million members, not to shareholders or Wall Street. Our strength and stability comes from more than a century of prudent stewardship of our members’ resources. The financial solutions we offer and what we do in the community drive toward the same goal. It’s all about security, community and generosity. Products and services include insurance, annuities, mutual funds, education funding and retirement income planning.

Thrivent Financial for Lutherans 11000 Southwest Stratus Street, Suite 160 Beaverton, OR 97008 Office: (503) 297-0999 [email protected] www.thrivent.com

Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S, Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial. Fee-based investment advisory services are available through qualified investment advisor representatives only. For additional important disclosure information, please visit thrivent.com/disclosures. 201201249.

Earl Hines

Empowering Lives Protecting Legacies

• Financial planning

• Investment management • Estate planning

Managing Principal CEA®, AWMA®

We recognize that wealth is about more than your financial statements and that true worth is measured by the values you live by, the relationships you treasure and the loved ones you will someday leave behind. We believe that holistic, heartcentered planning based on your unique dreams should provide the foundation for all financial and investment decisions.

9400 Southwest Barnes Road, Suite 305 Portland, OR 97225 Phone: (503) 292-2775 [email protected] www.hineswarner.com

Hines Warner Wealth Management, LLC is an independent Registered Investment Advisor located in Portland, Oregon.

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2012 Five Star Wealth Managers

Gary F. Heuer Portland Area Team

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2012 Five Star Wealth Managers

Patrick Huey

Accumulate, Protect and Distribute Your Wealth

• Global strategies, local service

• Income and estate planning for retirement

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• Investment and insurance strategies

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Patrick puts your needs first. Having met rigourous education, examination and experience standards, he is ready to apply his expertise to meet your needs. Like our credit union philosophy of putting our members first, Patrick puts his clients’ needs at the center of every financial plan. He can help create a strategy to accumulate, protect and distribute your wealth for a lifetime.

Titles: CFS®, Financial Advisor and Director of Advantis Investment Services Designations: CERTIFIED FINANCIAL PLANNER™ practitioner, FINRA Series 7, 63, 66 and MBA

Advantis Credit Union CUSO Financial Services L.P. 3010 Southeast Belmont Street Portland, OR 97214 Direct: (503) 785-2491

[email protected] www.advantiscu.org

Nondeposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC-Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.

Isler Northwest Team Trusted Advice to Goal-Minded Decision Makers Since 1961

• Individual, business, trust, estate tax

• Personal financial planning assistance

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• Audit and attest services — value added

Left to right: Tania Gitch, Dale Glasser, Stephanie Marcella and two-year winner Douglas Henne

We engage with our clients in ways that consistently affirm our commitment to expertise, imagination, long-term relationships and client satisfaction. Teamwork is at the heart of each engagement — our resourceful, motivated professional team endeavors to clearly understand our clients' vision for success as well as their needs and goals. We are small enough to cultivate personal long-term relationships, with the resources and expertise to earn our clients' trust.

Douglas Henne, Managing Member Designations firm-wide — CPAs and CFE

1300 Southwest 5th Avenue, Suite 2900 Portland, OR 97201 Office: (503) 224-5321 [email protected] www.islernw.com

We also offer comprehensive tax planning services; international taxation and expatriate services; business planning, consulting and advisory services; and specialized nontraditional value-added services. We deliver our services with unparalled personal attention.

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Clear-Headed Advice for Financial Balance

• Clients' values and goals drive our process • Wealth managed to last clients' lifetime • Collaborative and starts with a plan Senior Vice President, Wealth Advisor CIMA®, CWS®

We have an ongoing collaborative relationship with our clients. We get to know them and develop specific strategies to achieve their goals. Clients have peace of mind, because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime. We are independent, transparent and free of conflicts of interests in our recommendations and actions. We value relationships that last years. We like to grow with you and your family.

1001 Southwest 5th Avenue, Suite 2200 Portland, OR 97204 Office: (503) 221-8626 • Toll-free: (800) 767-7824 [email protected] fa.morganstanleyindividual.com/rupa.jack

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

The Private Client Group

Congratulations to Our Five Star Wealth Managers

• Comprehensive wealth management solutions

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• Highly personalized service and expert advice

Left to right: Two-year winners Bryan Haney and Todd Baird

To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must be nominated by either a peer or by their firm. In the case of representatives of U.S. Bancorp Investments, Inc., firm nominations are made by either the individual’s Region or Division Manager. Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys. Consumer feedback and surveys are promoted via local advertising, through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints. Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager. Find full measurement formulas and information on www.fivestarprofessional.com. The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers, but may pay for licensed use of the Five Star emblem and award. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The Five Star Award is not indicative of the wealth managers future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland Monthly.Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp. Not a Deposit Not FDIC Insured

Not Guaranteed by May Lose Value the Bank

• Long history of U.S. Bancorp financial strength and stability since 1863 Title: Financial Advisor

111 Southwest 5th Avenue Portland, OR 97204 Phone: (503) 275-3421

[email protected] www.usbank.com

Not Insured by Any Federal Government Agency

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2012 Five Star Wealth Managers

Rupa Jack

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2012 Five Star Wealth Managers

Security First Advisors Team

Improving the Quality of Our Clients' Lives

• Estate and wealth transfer planning • Sudden Money™ events navigation

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• Retirement transitions

Designations: CERTIFIED FINANCIAL PLANNER™ practitioners

Left to right: Two-year winner Ron Wilkinson, Stacy Rerick and Evan S. Russell

With 75-plus years of collective experience and as Sudden Money Institute® (SMI) expert advisors, Ron, Evan and Stacy are among a select few trained professionals working with clients navigating through financial and life transition events. Whether a planned retirement or the unexpected death of a spouse, Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Money® events. Connect with us for a no-cost consultation.

12703 Southwest 67th Avenue Portland, OR 97223 Office: (503) 274-4224 Toll-free: (800) 898-4224 [email protected] • www.sfainc.us

Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc.

Bill Terrill

Wealth Management Strategies Built on Experience, Knowledge and Integrity

• Commitment to personal service • Proactive portfolio strategies

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• Knowledgeable, customized advice

Bill Terrill, CFP®, Private Wealth Advisor – Retirement, Wealth Management and Estate Planning Strategies

Left to right: Patrick Toews, two-year winner Bill Terrill, Drake VanZante, William Fussell

As a financial advisor, I am passionate about helping clients feel confident about their financial future. My aim is to build lifelong relationships with clients, maintaining the highest standards of quality, service and integrity. Our team provides an outstanding experience by listening to clients and understanding their individual needs. Our team’s holistic planning approach and relationshipbased advisory services will help you define your dreams, implement strategies and track progress.

10220 Southwest Greenburg Road, Suite 120 Portland, OR 97223 Phone: (503) 808-1515

[email protected] • www.williamdterrill.com

Toews, Terrill & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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4525 SW Condor Ave. Portland, OR 97239 Office: (503) 224-1600 Toll-free: (888) 224-1600 [email protected] www.preisz.com

805 SW Broadway, Ste. 2300 Portland, OR 97205 Phone: (503) 243-5658 Toll-free: (800) 452-0966 [email protected] www.fa.smithbarney.com/price

Robust Retirement Plan Services

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David Price

Taking Time to Understand My Clients

• Plan sponsor fiduciary liability reduction • Participant retirement readiness focus • Benchmarking plan cost and performance

• Committed to integrity and personal service • More than 27 years of investment experience • Tactical portfolio management

Retirement Plan Service Manager

Titles: First Vice President, Portfolio Manager, Financial Advisor

CRPS®

David Price, CFP®

We provide qualified retirement plan advisory services to pension, profit sharing and 401(k) plans. Our practice is based on our passionate belief in providing each employee with an opportunity towards a financially secure retirement. To do this, we offer a robust set of high-touch participant services. We ensure quality client service by employing a staff dedicated to our professional values: a servant’s heart, lifelong learning and community involvement.

The basis of any long-term client relationship is built on a foundation of trust. It is my responsibility to create value for my clients by providing personalized, comprehensive financial strategies to help them realize their financial goals. In today’s economic climate, it is of paramount importance to constantly monitor and respond to the ongoing changes in the financial markets. This is enhanced by the products and services, commitment and intellectual capital of Morgan Stanley Smith Barney.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Preisz Associates, Inc., a Registered Investment Advisor and separate entity from LPL Financial.

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Gretchen Stangier

9955 SE Washington, Ste. 101 Portland, OR 97216 Phone: (503) 257-0057 Toll-free: (877) 257-0057 [email protected] StangierWealthManagement.com

Trustworthy • Comprehensive • Solutions

• Individualized attention and service • Practical financial solutions and advice • Integrity, reliability and commitment Designation: CFP®

For 15 years, Gretchen Stangier has been providing clients with practical financial advice and planning solutions customized to their individual needs. She understands the complexities of today’s financial and investment environments. Through her knowledge and experience, Gretchen guides her clients throughout their financial journey and helps give them confidence in their plan.

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. Portfolio Management is an advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a wide range of securities.

Top five questions that wealth managers want clients to answer:

1. What are your goals and objectives with your finances? 2. What is your most pressing need right now?

3. Where do you see yourself in 5, 10, 15 years? 4. Where are all of your assets invested now?

5. What is important about money to you?

From research conducted by Five Star Professional, April 2011

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

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2012 Five Star Wealth Managers

Tom Davenport

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2012 Five Star Wealth Managers

Christina Aleckson

Kristin L. Erickson

What matters

3720 SW 141st Ave., Ste. 209 Beaverton, OR 97005 Office: (503) 350-2321 [email protected] securitiesamerica.com www.singlepointadvisors.com

most is how you recover from

Financial Advisor

Providing a holistic approach to wealth management. "I am honored to be recognized as a Five Star Wealth Manager for the second year. My clients are my passion. Working to find solutions for their financial concerns is my focus.” The point is you.

Securities offered through Securities America, Inc., a Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a SEC-Registered Investment Advisory Firm. Single Point Financial Advisors is not an affiliated entity of the Securities America Companies.

10220 SW Greenburg Rd., Ste. 120 Portland, OR 97223 Office: (503) 808-1515 [email protected] ameripriseadvisors.com/ kristin.l.erickson

setbacks.

Your goals, your worries, your dreams. Personalized, experienced analytical advice. A financial plan that evolves with your goals. Kristin Erickson, Financial Advisor, Chartered Retirement Planning CounselorSM.

— Five Star award winner

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Shawn O. Higley

Matthew R. Kibbe

KC Mink

11740 SW 68th Pkwy., Ste. 200 Portland, OR 97223 Phone: (800) 722-6339 [email protected] www.tpgrp.com

1001 SW 5th Ave., Ste. 2200 Portland, OR 97204 Phone: (503) 221-8600 [email protected]

11740 SW 68th Pkwy., Ste. 200 Portland, OR 97223 Phone: (800) 722-6339 [email protected] www.tpgrp.com

fa.morganstanleyindividual. com/thetuchmannkibbegroup

Managing Partner, Private Client Services , CRPC®

The Partners Group advises individuals, executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm.

Wealth Advisor, CIMA®, CRPC®

Th e Tu c h m a n n K i b b e G ro u p at Morgan Stanley Smith Barney provides comprehensive, multigenerational, high-end wealth management services and solutions to clients who want tenure, stability and the strengths of one of the most longstanding investment firms. © 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

Title: Partner, Member Board of Directors

The Partners Group advises individuals, executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm.

“Don’t listen to other people. Investigate for yourself. Be wary of wealth managers who say they have never had a down year.” — Five Star award winner

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Doug Moshofsky

Senior Vice President – Investments

Greg focuses his investment practice on retirement, estate and college planning. Greg practiced estate planning law in Ore. and Wash. for almost two decades before devoting himself to investments. President, Metropolitan Business Association, exmember Oregon Board of Higher Education.

805 SW Broadway, Ste. 2300 Portland, OR 97205 Direct: (503) 221-7643 [email protected]

planning is a

holistic approach to financial

Title: Vice President Financial Advisor Douglas Moshofsky, CFP®, CIMA®

I oversee and coordinate the financial strategies for successful families in the Pacific Northwest. My consultative wealth management process helps clients address both their investment plans and advanced planning needs.

well-being.

— Five Star award winner

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

Nelson E. Rutherford

Margaret Reinhardt Tuchmann

Evergreen Financial Advisors 1815 SW Marlow Ave., Ste. 218 Portland, OR 97225 Phone: (503) 297-7654 [email protected] evergreenfinancialadvisors.com

1001 SW 5th Ave., Ste. 2200 Portland, OR 97204 Direct: (503) 221-6253 [email protected] www.morganstanley.com

Designations: CPA, PFS, CFP®

Committed to providing comprehensive wealth management service to our clients through a combination of insurance, estate, retirement and income tax planning in combination with portfolio design.

Wealth Advisor, Vice President, Investment Mgmt. Consultant, CIMA®

Th e Tu c h m a n n K i b b e G ro u p at Morgan Stanley Smith Barney provides comprehensive, multigenerational, high-end wealth management services and solutions to clients who want tenure, stability and the strengths of one of the most longstanding investment firms. © 2012 Morgan Stanley Smith Barney LLC. Member SIPC.

Damon S. Winter

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No regulatory disclosures. Wedbush Securities is Member NYSE/FINRA/SIPC.

Financial

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1300 SW 5th Ave., Ste. 2000 Portland, OR 97201 Direct: (503) 471-1898 Toll-free: (800) 234-0480 [email protected] www.wedbush.com

Majestic Eagle Agency, Inc. 10135 SE Sunnyside Rd., Ste. 100 Clackamas, OR 97015 Phone: (503) 669-4888 [email protected] www.majesticeagle.com VP – Financial Planner

A trusted advisor for more than 30 years, Damon has a reputation for delivering peace of mind. His common-sense solutions are offered through superior financial planning strategies. The goal is to avoid the scrambling of nest eggs and to prudently grow wealth. Securities & Investment Advisory through KMS Financial Services, Inc.

“Saving even a small amount every month can grow into something significant.”

— Five Star award winner

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2012 Five Star Wealth Managers

Greg Moore

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