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Wendy K. Pace

Senior Client Service Associate
503-221-6893

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With more than 25 years of experience in the financial industry, Wendy is an invaluable member of our team. Her ability to anticipate our clients' needs and manage the daily operations of our business is paramount to providing exceptional service to everyone we help.


Registered States:
CA, NY, OR, SC, TX, WA

John "C" Harrison, CFP®

Senior Client Service Associate
CERTIFIED FINANCIAL PLANNER™
503-226-1882

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Registered States:
AZ, CA, OR, WA