Experience Makes all the difference
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Joseph M. Ferguson
Senior Vice President - Wealth Management
Senior Portfolio Manager
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503-248-1302
James A. "Jim" Wrenn, CIMA®, CRPS
Senior Vice President - Wealth Management
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503-248-1304
Edward S. "Ted" Ferguson, CFP®
Senior Vice President - Wealth Management
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
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503-248-1309