Professional Advisors List

Professional Advisors play an important role in estate planning whether it be in financial planning, accounting or insurance issues.

Search for names by:

1. Geographical Location, i.e., by city or region

2. Type of Practice, i.e., Planner, Accountant, Insurance

3. Last Name

The  Professional Advisors are organized by geographical area. Click a location below and then use your mouse to scroll down the list for the area. There is more than one Professional in each area. After each entry you can click "Return to Index at Top of Page" to return to this index.

Beaverton
Canby
Clackamas-Town Center Area
Gresham
Lake Oswego-Kruseway-Lake Grove area
Lake Oswego-Downtown area
Newberg
Oregon City
Portland-Downtown
Portland-Northeast
Portland-Southeast
Portland-Southwest
West Linn-I-205 Exit 8 Area
West Linn-Marylhurst
West Linn-Rosemont
West Linn-Willamette

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You can also search by type of practice.
Accountants
Birge, Mark
DeLap, White, Caldwell, & Croy, LLP
Kent, Kuykendall & Co., PC
Grable, Bill
Griffith, Bob
Lantz, Marcy
Lindsay, Herman
McCoy Company, P.C.
Merina, John
Paxton, Bill
Russell L. Royer
Sinclair, Charlotte
Sullivan, John
Wertgen, Victoria A.

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Appraisers
McCoy Company, P.C.

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Insurance
Hanson, Mark
Hoff, Mickie
Hutchinson, Bob
Jenkins, Michael

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Financial Planners

Bacon, Steve
Bates, Glen L.
Belica, Dan.
Campbell, Ed.
Coleman, Clint
Crooks, Alex
Domian, Tom
Donahe, Terry
Grubbs, Raymond
Hinchcliffe-Michael
Horn, Rebecca
Jochim, Lonny P.
Kehoe, Robert B.
Loeb, Russell P.
Moss, John K.
Mueller, Celia
Newbore, David
Pearson Financial

Security First Advisors-Bill Leder-Ken Gillaspie-Ron Wilkinson-Evan Russell

Skinner, Toby

Seeber, Vic
Stenberg, Carla
Stoll, A.J.
Taylor, Bud L.
Wallace, Eugene
Welle, Jochim, Singer & Associates (Jochim, Lonny P.)
Wilmot, S. Kenneth

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Senior Advisors
Hemmingson, Rachel and Ogan, Laurie (Real Estate)
Hoff, Mickie (Long Term Care Insurance
Wehrli, Becky (Long Term Care Insurance)



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You can also search by last name.
Bacon, Steve
Bates, Glen L.
Belica, Dan.
Birge, Mark
Campbell, Ed.
Coleman, Clint
Crooks, Alex
Donahe, Terry
DeLap, White, Caldwell, & Croy, LLP
Domian, Tom
Grable, Bill
Griffith, Bob
Grubbs, Raymond
Hanson, Mark
Hemmingson, Rachel (Real Estate)
Hinchcliffe-Michael
Hoff, Mickie
Horn, Rebecca
Hutchinson, Bob
Jenkins, Michael
Jochim, Lonny P.Kehoe, Robert, B.
Kent, Kuykendall & Co., PC
Lantz, Marcy
Lindsay, Herman
Loeb, Russell P.
McCoy Company, P.C.
Merina, John
Moss, John K.
Mueller, Celia
Newbore, David
Paxton, Bill
Pearson Financial
Russell L. Royer
Security First Advisors-Bill Leder-Ken Gillaspie-Ron Wilkinson-Evan Russell

Seeber, Vic

Skinner, Toby
Sinclair, Charlotte
Stenberg, Carla
Stoll, A.J.
Sullivan, John
Taylor, Bud/Kehoe, Robert.
Wallace, Eugene
Wehrli, Becky (Long Term Care Insurance)
Welle, Jochim, Singer & Associates (Jochim, Lonny P.)
Wertgen, Victoria A.
Wilmot, S. Kenneth

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Portland Metro Area

       Beaverton

• Clackamas-Town Center Area

Name:	Steve Bacon David Newbore
Company:	Bacon Newbore Financial Consultants, Inc.
Address:	15 82nd Drive Gladstone, OR
Map:	Map
Phone:	(503) 657-3143
Email:	steve@bacon-newbore.com dave@bacon-newbore.com
Website:	www.bacon-newbore.com
Business Type:	A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs. Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.* Our office specializes in helping our clients meet their retirement goals by creating an investment strategy designed to meet their needs. We can do the same for you, with unbiased advice and access to a comprehensive line of financial products and services.

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Name:	Carla Stenberg
Company:
Address:	11128 SE Stanley Avenue Milwaukie, OR 97222
Map:
Phone:	(503) 348-6688
Email:	carla.stenberg@lpl.com
Website:	www.lpl.com/carla.stenberg
Business Type:	Financial Planner. Personal financial planning including planning for investments, small businesses and estate preservation.

Name:	Bill Paxton
Company:	Paxton & Miller, Certified Public Accountants, LLC
Address:	6400 SE Lake Road Suite 250 Portland, OR 97222  10220 SW Greenburg Road Suite 540 , Portland, Or 97223
Map:
Phone:	Eastside: 503-654-9719 Westside: 503-293-1040
Email:	bill@paxtonmillercpa.com
Website:
Business Type:	Certified Public Accountants.

                   Gresham

• Lake Oswego-Kruseway-Lake Grove Area

Name:	Mark E. Birge, JD CPA Marcy D. Lantz, CPA
Company:	Aldrich, Kilbride & Tatone, LLP
Address:	5335 SW Meadows Rd. Suite 401 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 620-4489
Email:	Mark Birge Marcy Lantz
Website:	http://aktcpa.com
Business Type:	Accountants Consulting Services, Financial and Advisory Services, Tax Services, Wealth Consulting,

Name:	Raymond J. Grubbs
Company:	Raymond J. Grubbs & Associates, Inc., A Registered Investment Advisor
Address:	15630 SW Boones Ferry Rd. Suite 6 Lake Oswego, OR 97035-3455
Map:	Map
Phone:	(503) 697-4272
Email:	raymond.grubbs@raymondjames.com
Website:	www.raymondjames.com/RayGrubbs/
Business Type:	Raymond J. Grubbs, Financial Advisor, is a Branch Manager with Raymond James Financial Services, Inc. (RJFS), member NASD/SIPC. He specializes in offering financial planning and advisory services to individuals and businesses including professional money management, retirement planning, education funding, and all facets of accumulating and preserving wealth. A native of Portland, Ray attended the University of Oregon where he graduated with a bachelor's degree in business administration. His career as an investment professional dates back to 1975, having served as an investment executive with Dean Witter and Account Vice-President at PaineWebber prior to joining RJFS in 1988. Ray has been featured in the following publications: Registered Representative, Financial Planner and Research Magazine. Ray has taught courses at Mt. Hood Community College and Marylhurst College on investment, financial and economic issues. He holds the following licenses and registrations: Series 7, General Securities Representative; Series 8, General Securities Sales Supervisor; Series 24, General Securities Principal; Series 63, Uniform Securities Agent State Law; Series 65, Uniform Investment Advisor Law; and Life and Health Agent with Variable Annuities endorsement. A resident of Lake Oswego, he and his wife, Brenda, have two daughters and a grandson (featured in other areas of this website). In their leisure time they enjoy traveling and playing golf.

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Name:	Michael Jenkins
Company:	American Family Insurance
Address:	15630 Boones Ferry Rd. Suite 5 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 699-2575
Email:	mimjenkin2@amfam.com
Website:	http://amfam.com
Business Type:	Insurance from an Agent who will look out for your best interests. Auto, Homeowners, Life, Disability, Business

Name:	Conrad Pearson  Glen Clemans Nathan Bell Ed Truax Loren Gard
Company:	Pearson Financial Group
Address:	5665 SW Meadows Rd. Suite 120 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 670-0500 (888) 236-0500
Email:	cpearson@pearsonfinancial.com
Website:	www.pearsonfinancial.com
Business Type:	Financial Planners and Advisors

Name:	Herman Lindsay
Company:	Herman Lindsay, CPA.
Address:	16325 SW Boones Ferry Rd. Suite 100 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 636-7088
Email:	ghermcpa@aol.com
Business Type:	Certified Public Accountant

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Name:	Russell P. Loeb, CLTC
Company:	Edward Jones
Address:	221 Molalla Ave Oregon City, OR 97045
Map:	Map
Phone:	(503) 656-4059
Email:
Website:
Business Type:	Financial Planning

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Name:	Charlotte Sinclair, CPA
Address:	4500 Kruse Way Suite100 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 635-1345
Email:	csinclaircpa@earthlink.net
Business Type:	Accountant Years of experience in all all areas of accounting and tax preparation.

Name:	Bud L. Taylor, CPA/PFS Robert B. Kehoe, CPA/PFS
Company:	Wealth-Trak Financial Services, LLC Registered Investment Advisor
Address:	886 NW Council Drive Gresham, OR 97030
Map:
Phone:	(503) 667-4168
Email:	bud@wtoffice.com,  bob@wtoffice.com
Website:	http://wtfinancial.com/
Business Type:	Comprehensive planning including:             > Investment Planning             > Retirement Planning             > Divorce Planning             > Business Transitions     Investment Management     Tax Minimization Strategies

• Lake Oswego-Downtown Area

Name:	Tom Domian
Company:	Edward Jones
Address:	543 Third St. Suite A-1 Lake Oswego, OR 97034
Map:	Map
Phone:	(503) 699-8466
Email:
Website:	http://edwardjones.com
Business Type:	Financial Planner.

Name:	Bill Grable, CPA
Company:	Bill Grable, CPA
Address:	721 7th Ave. Lake Oswego, OR 97034
Map:	Map
Phone:	(503) 675-1808
Email:	bill@grablecpa.com
Website:
Business Type:	Accounting Services

• Oregon City

Name:	ALEXANDER CROOKS
Company:	Crooks & Company
Address:	365 Warner Milne Rd. Suite 201 Oregon City, OR 97045
Map:
Phone:	(503) 723-9580
Email:
Website:
Business Type:	Financial Planner

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Name:	David Kuykendall, CPA Thomas Hamann, JD/CPA
Company:	Kent, Kuykendall & Co., PC Certified Public Accountants
Address:	1001 Molalla Ave. Suite 118 Oregon City, OR 97045
Map:	Map
Phone:	(503) 656-1405
Email:	david@kkcpa.org tom@kkcpa.org
Website:	http://kkcpa.org
Business Type:	Certified Public Accountants

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• Portland-Downtown

Name:	Daniel Belica, Financial Planner
Company:	MKG Financial Group, Inc.
Address:	1500 SW First Ave. Portland, OR 97201
Map:	Map
Phone:	(503) 226-6700
Email:	dbelica@mkgfinancial.com
Website:	www.mkgfinancial.com
Business Type:	Financial Planner:   -    Dan's Wall Street career began in the bond offices of Kidder Peabody in 1976. He later joined the Chicago Board of Trade where, as a member, he maintained and implemented trading strategies in the global Treasury bond futures markets. In 2002, quality of life and the pursuit of a new career brought Dan and his family to Portland. Wanting to bring his years of financial experience to a more personal level, Dan became a member of a comprehensive wealth management and advisory practice, which led him to joining MKG Financial in 2005.  He is a graduate of Colgate University. MKG is a SMA (separately managed account) SMID Cap equity portfolio manager.

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Name:	Michael Hinchcliffe
Company:	Mass Mutual
Address:	222 SW Columbia Suite 825 Portland, OR 97202
Map:	Map
Phone:	(503) 784-3101
Email:	mthincliff@comcast.net
Website:
Business Type:	Financial Planner    You've got a growing family, a new home -- maybe more financial responsibilities than you ever expected. How can you protect your loved ones and your future? I can help. As a Mass Mutual financial planner, I provide comprehensive, fee-based financial planning services that will help meet your most important needs, whether it's saving for retirement, investing for the future, a strategy to protect your assets or a college funding plan. By offering you a financial plan that's tailored to your individual needs, I aim to build a long-term relationship that's based on your trust in my expertise and objectivity.

Name:	A. J. Stoll,  Financial Planner
Company:	Diversified Financial Benefits
Address:	2501 SW First Ave. Portland, OR 97201
Map:
Phone:	(503) 559-4824
Email:	aj@pwfinancial.net
Website:
Business Type:	Our services are customized for your financial future:   - Estate Planning   - Retirement Planning   - Insurance   - Investments   - Financial Services We focus on small business planning.

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Name:	Eugene J. Wallace
Company:	Oregon Financial Services Group MassMutual
Address:	222 SW Columbia St. Suite 825 Portland, OR 97201 (Also serving Canby and nearby communities)
Map:	Map
Phone:	(503) 221-1211 Ext 313
Email:	ejwallace@finsvcs.com
Website:	http://financeoregon.com
Business Type:	Financial Planning: Critical to our “needs-based” approach is our ability and commitment to listening and asking the right questions. We get to know our clients and to understand what is truly important to them. Our goal is to help you to achieve your goals. To that end, we use a four step process to solving financial problems:     1. Analyze     2. Design     3. Implement     4. Review

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• Portland-Northeast

Name:	Rachel Hemmingson and Laurie Ogan
Company:	Seniors Real Estate Services Windemere
Address:	825 NE Multnomah Suite 120 Portland, OR 97232
Map:	Map
Phone:	(971) 207-2806
Email:	rhemmingson@windemere.com
Website:	http://yourtowagents.com
Business Type:	Seniors Real Estate Services Tips for Seniors Selling Their Home About the Brokers Our Promises

• Portland-St. Johns

Name:	John Sullivan, Licensed Tax Consultant
Company:	St. Johns Tax Service
Address:	7537 N. Richmond Ave. Portland, OR 97203
Map:	Map
Phone:	(503) 286-1561
Email:	brotax@aol.com
Website:
Business Type:	Accounting and Financial Planning

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• Portland-Southeast

Name:	Becky Wehrli, CLTC
Company:	Long Term Care Insuarance
Address:	7701 SE Taylor St. Portland, OR 97215
Map:	Map
Phone:	(503) 758-5725
Email:	info@beckyltc.com
Website:	www.beckyltc.com
Business Type:	Long Term Care Insurance:   - Experience  - Credibility  - Passion With 35 years experience, Becky Wehrli is a recognized and respected expert in the field of aging and long-term care.

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• Portland-Southhwest

Name:	Ed Campbell, CLU, ChFC, AEP
Company:	Ed Campbell, CLU, ChFC, AEP Independent Planning Services
Address:	4842 SW Scholls Ferry Rd. Portland, OR 97225 PO Box 25837 Portland, OR 97298-0837
Map:	Map
Phone:	(503) 292-8737
Email:	EdCEstPlnr@aol.com
Website:	http://edwardscampbell.com
Business Type:	Independent Planning Services:   - Estate Planning   - Charitable Giving Planning   - Business Planning   - Life Insurance Planning   - Wealth Accumulation Ed, a Portland native, is a sole practitioner but in his practice believes that an interdisciplinary approach is necessary to understand, manage, and solve the complex problems created by modern tax codes and the hard realities of today's financial world, problems that limit the ability of individuals to transfer wealth to successive generations and to accumulate wealth as individuals or within their corporations.

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Name:	Mickie Hoff, CLTC
Company:	MasterCare Solutions Long Term Care Specialists
Address:	Lincoln Tower Suite 386 10260 SW Greenburg Rd. Portland, OR 97223
Map:	Map
Phone:	(503) 626-2213
Email:	mickie@ltcexperts.com
Website:	www.LTCexperts.com
Business Type:	Long Term Care Insurance:   - Independent Advice   - All we sell is Long Term Care insurance   - Representing 10 companies   - Highly experienced staff With her extensive background in long term care insurance, Mickie can help you find the right long term care insurance policy.  Mickie lives in the First Addition in Lake Oswego.  Outside of work and her family, her main hobby is riding her horse which she keeps at a stable in Wilsonville.

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Name:	Bob Hutchinson, CLU, ChFC
Company:	CIS Comprehensive Insurance Services, LLC
Address:	7340 SW Hunziker Rd., Suite 210 Portland, OR 97223-2304
Map:	Map
Phone:	503-684-8333.
Email:	bob@cispdx.com
Website:	www.cispdx.com
Business Type:	Welcome - If you are an Insurance or Financial Planning Professional, you've come to the right place! CIS is a multi-company Brokerage General Agency specializing in Life, Long Term Care, and Annuities. With over 50 years of life insurance experience, CIS is in a great position to help you serve your clients. By working with some of the industries top companies, CIS can shop for the best underwriting decision with the most competitive product to help solve your clients needs. Bob has been working with financial professionals for over 30 years. He was brokerage manager for a well known insurance company for 27 years before starting CIS in 1997. This change gave him access to multiple companies and products to help design the best solutions to solve the insurance needs of your clients. Bob has developed relationships with the many home offices which helps smooth the underwriting process. He is available to meet with you, your clients or their advisors to help support you in placing the case. Bob is a member of NAIFA, SFSP, and the Portland Estate Planning Council.

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Name:	Bill Leder Ken Gillaspie Ron Wilkinson Evan Russell
Company:	Security First Advisors
Address:	5100 SW Macadam Ave. Suite 330 Portland, OR 97239
Map:	Map
Phone:	(503) 274-4224 x100
Email:	Bill: bill@gwri.com Ken: ken@gwri.com Ron: ron@gwri.com Evan: evan@gwri.com
Website:	www.gwri.com
Business Type:	Financial planning is a valuable, ongoing process for anyone who wants control of his or her financial future and assistance in determining strategies to meet short and long-term financial goals. Often, a specific event will trigger the need for professional financial planning guidance.  See how many of these topics apply to you: I am going to be married or divorced. My spouse or another family member has died. My company`s retirement plan has just changed. I am considering selling a business or highly appreciated real estate. I am not sure how to minimize estate taxes. I am going to have a baby or adopt a child. How am I going to fund my children▓s or grandchildren`s education? When can I retire? What is my overall financial profile? I want to give to charity. What do I do if I am disabled? I just received a large sum of money. How do I protect my investments in a market decline and maximize my return? I worry about my finances. I don`t know if I have enough or the the right type of life insurance. What type of retirement plan is best for me? I`m not sure what options to select in my company retirement plan. What is long-term care insurance? Do I need it? Let us get together to discuss any of these or other situations. Our initial consultation is always FREE.
	Bill Leder: Ken Gillaspie:   Ron Wilkinson:   Evan Russell:

Name:	Russell L. Royer, CPA
Company:	Holmes Royer, LLP
Address:	5550 SW Macadam Ave. Suite 200 Portland, OR 97239
Map:	Map
Phone:	(503) 796.0806
Email:	rlroyer@pdxcpas.com
Website:	http://pdxcpas.com
Business Type:	Russell (Russ) Royer has over 22 years of experience in the areas of individual, corporate and estate taxation, financial planning, and corporate finance. He has been a senior tax manager for an international accounting firm in Portland, Oregon, and held the same position in a large local accounting firm in Portland, Oregon. Mr. Royer has worked with companies ranging in size from start-up to Fortune 100 on a broad variety of issues. He specializes in corporate structuring and advanced techniques to minimize corporate and individual taxation. He has extensive experience in complex tax matters and has worked with investment bankers, traditional lenders, investors, and management groups. Throughout his career, Mr. Royer has worked closely with business owners and management to help his clients achieve greater profitability. Mr. Royer’s multi-state taxation expertise is superior. He provides aggressive multi-state tax and consulting services ranging from planning and implementing multi-state corporate structures to minimizing tax paid for professional athletes working in multiple states. Mr. Royer is responsible for financial, retirement, estate and tax planning for wealthy individuals and their closely held businesses. He has also assisted start-up and existing businesses with budget and forecasting issues and business plans. Mr. Royer is responsible for reviewing and making recommendations concerning budgeting, estate and succession planning, financial analysis, asset protection and accounting systems issues. He has assisted clients with merger and acquisitions, performed due diligence work, and reviewed all documents related to business purchases and mergers. Mr. Royer enjoys teaching seminars related to individual and corporate taxation and is a published author on various individual tax issues, including advanced tax matters surrounding divorce planning. Mr. Royer received his Bachelor of Science degree in Accounting from Eastern Washington University. He is a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants, and a Director of the Oregon Tax Research Council.

Name:	Victor Seeber, President, Insurance Division
Company:	FBR Wealth Management Group
Address:	8050 SW Pfaffle St, Suite 100 Tigard, OR 97223
Map:
Phone:	(503) 620-5236
Email:	vic@teamfbr.com
Website:	http://teamfbr.com
Business Type:	Victor Seeber has been assisting clients since 1990 in the areas of Health, Life, and Investing. He is currently licensed with Pacific West Securities, Inc. as a Registered Representative. He has a Life Underwriter Training Council Fellow (LUTCF) designation from American College. Vic has been a very successful Oregon businessman with over thirty years of starting new companies and helping ailing companies become profitable. His practice covers all aspects of financial services for business owners, families, and individuals. Vic is a lifelong resident of Oregon, with a family history dating back to 1845 as some of the first to cross the Oregon Trail. He has been married for 30 years, and has 2 sons, and 2 grandchildren. Vic’s hobbies include various outdoor activities, fishing, hunting, and boating as well as spending time with his family.

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• West Linn-Willamette Area

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Name:	CLINT COLEMAN
Company:	Edward Jones
Address:	1664 Willamette Falls Dr. West Linn, OR 97068
Map:	Map
Phone:	(503) 675-0890
Email:	Email
Website:	http://www.edwardjones.com
Business Type:	Financial Planner

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Name:	Rebecca M. Horn
Company:	R.M. Horn Financial
Address:	1980 Willamette Falls Dr. West Linn, OR 97068
Map:
Phone:	(503) 656-4546
Email:	rebecca.horn@lps.com
Website:
Business Type:	Financial Planner

Name:	Michael E. McCoy, CPA, CBA, CVA- Mark E. Foat, CBA Carol J. Milam Victoria A. Wertgen, CPA Accountant Profiles
Company:	McCoy Company, PC
Address:	1800 Blankenship Road Suite 430 West Linn, OR 97068
Map:	Map
Phone:	(503) 650-1040
Email:	memccoy@mccoy-cpa.com mefoat@mccoy-cpa.com vawertgen@mccoy-cpa.com
Website:	www.mccoy-cpa.com
Business Type:	Certified Public Accountants, Tax Planning, Tax Preparation, Financial Planning, Financial Statements, Investment Review, Estate and Gift Planning, Record Keeping Appraisals
Personal Statement:	McCoy & Company can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.

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Name:	Celia Mueller, CFP, CLTC
Company:	Celia M Mueller, CFP, CLTCSocially Responsible Financial Planning
Address:	2350 Willamette Falls Drive, Suite 14 West Linn, OR 97068
Map:	Map
Phone:	(503) 656-1644
Email:	Celia@Celia Mueller.com
Website:	www.CeliaMueller.com
Business Type:	Financial Planning and Socially Responsible Investment Services
Personal Statement:	My firm, located in West Linn, Oregon, was founded to provide financial services to individuals, families and small businesses that want personalized, friendly expertise and service. I provide assistance that is especially designed to match your values and expectations. I am highly trained in helping you link your financial goals with your core values regarding stewardship and social responsibility. In addition to my in-house expertise and service I have a rich network of relationships with other professionals and professional associations, which enables me to draw on a broad spectrum of tools in serving you. SERVICE PHILOSOPHY My services are geared to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, I establish long and trusted relationships with my clients. I am committed to providing the highest level of service to the individuals and communities I serve. All of my services are driven by my commitment to meet client needs and goals. FEES How I work with clients is driven by what you as my client want to accomplish. My initial consultation is without fee or obligation. Once I determine your goals I charge an hourly fee or a planning fee. For clients with assets under management I have a management fee schedule. Occasionally a commission-based product may be appropriate, particularly for small individual accounts or small business retirement plans and certain insurance products. All fees are discussed in full prior to implementation.

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• West Linn-Near Marylhurst University

Name:	Mark Hanson
Company:	Mark Hanson Agency, Inc.
Address:	18615 Willamette Dr Suite 100 West Linn, OR 97068
Map:	Map
Phone:	(503) 636-3507
Email:	Email
Website:	http://www.amfam.com
Business Type:	American Family Insurance

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• West Linn-Rosemont Area

• West Linn Exit 8-I-205

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Name:	Welle, Jochim, Singer & Associates,  A Financial Advisory Branch of Ameriprise Financial Services, Inc.
Contact::	Lonny Jochim, CFP® Senior Financial Advisor Certified Financial Planner (tm) Practitioner
Address:	1595 Holly St. West Linn, OR 97068
Map:	Map
Phone:	(503) 650-7949
Email:	lonny.p.jochim@ampf.com
Website:	www.ameriprise.com
Business Type:	Putting your financial needs first is my job. Many of my clients are saving for retirement and are serious about managing their money responsibly in order to achieve this goal. That's where I come in. Working together, we design a sound, disciplined plan to help meet your financial needs.
	This communication is published in the United States for residents of Oregon only; and this advisor is licensed only in the states of Oregon, Washington, and California.

Name:	MERINA & COMPANY, LLP ACCOUNTANTS
Address:	5499 Amy St. West Linn, OR 97068
Map:	Map
Phone:	(503) 723-0300
Email:	Email
Website:	http://merinacpas.com
Business Type:	Merina & Company, LLP is a professional accountancy company partnered by John Merina and Kamala Austin. Our mission is to provide the best accounting, tax and advisory services obtainable. Being a service provider requires commitment at all levels to ensure timely, accurate and innovative client services. Starting with the "tone at the top" and continuing through all levels, you'll find that attitude ever present.

Newberg

Name:	Glen L. Bates, CLU, ChFC
Company:	Senior Resources
Address:	2014 Dogwood St. Newberg, OR 97132-1413
Map:	Map
Phone:	(503) 538-8013
Email:	glbdog@msn.com
Website:	click here for website access
Business Type:	Financial Planner. Personal financial planning for seniors. Emphasis on farm and ranch ownership.

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