I find it extremely important to take a holistic approach to my profession. With the right technology, advice, and client desire, any financial goal is reachable.
I strategically focus on the Oregon Agricultural Markets. I have found that my clients are trusting people. I strive every day to be worthy of trust and dedicated to helping my clients.
In this day and age, the advice is given away sometimes with self-interest. In my firm, we look at the entire picture without bias and make a product-agnostic decision with you and what you care about in mind.
My business focuses strategically on mitigating risk for my clients. These risks include overpaying on taxes and not having a complete understanding of how cash flow decreases several risks that you would otherwise need to pay for.