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
Merriam, Cheryl


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Financial Planners

Bacon, Steve
Bates, Glen L.
Belica, Dan.
Campbell, Ed.
Coleman, Clint
Crooks, Alex
Domian, Tom
Donahe, Terry
Evans, Jeffrey
Erlandson, David
Grubbs, Raymond
Hinchcliffe-Michael
Horn, Rebecca
Jochim, Lonny P.
Kehoe, Robert B.
Landis, Scott
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
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
Evans, Jeffrey
Erlandson, David
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
Landis, Scott
Lantz, Marcy
Lindsay, Herman
Loeb, Russell P.
McCoy Company, P.C.
Merina, John
Merriam, Cheryl
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
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

Name:	David S. Erlandson, CFP®
Company:	A Financial Advisory Branch of American Express Financial Advisors Inc.
Address:	14780 SE Osprey Drive Beaverton, OR 97007
Contact:	David S. Erlandson, CFP® Senior Financial Advisor Certified Financial Planner (tm) Practitioner
Map:	Map
Phone:	(503) 579-9718
Email:	david.s.erlandson@aexp.com
Website:	click here for website access
Business Type:	Financial Planner. Personal financial planning including planning for investments, small businesses and estate preservation.
	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.

• 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:	S. Kenneth Wilmot Carla Stenberg
Company:	Seasons Financial Group, Inc.
Address:	6400 SE Lake Rd. Suite 430 Portland, OR 97272
Map:
Phone:	(503) 723-1494 1 888 723-1494
Email:	ken.wilmot@lpl.com carla.stenberg@lpl.com
Website:	www.lpl.com/seasons
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:	Prudential Financial
Address:	4800 SE Meadows Rd. Suite 450 Lake Oswego, OR 97035
Map:	Map
Phone:	(503) 635-1188
Email:	russell.loeb@prudential.com
Website:	http://prudential.com
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:	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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Name:	Scott Landis, Insurance and Financial Services Agent
Company:	Landis Insurance Agency
Address:	603 High Street Oregon City, OR 97045
Map:	Map
Phone:	(503) 557-3060
Email:	scott@landisagency.com
Website:	www.landisagency.com
Business Type:	Financial Planning My mission is to be the financial services professional of choice by building personal relationships on trust, integrity, accessibility, and outstanding customer service. It is my desire to help individuals and families attain the comfort of financial success through asset accumulation and asset protection.

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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:	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