Experience Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Sean Gabrio, CIMA®, CEPA®
Jim Mead, CFP®, CIMA®, CEPA®
Jeff Weiler
Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Senior Portfolio Manager
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503-603-1224
Scot Berryman, CFP®, CIMA®, CEPA®
Senior Vice President - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
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541-632-7850