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2 Lincoln Center
10220 SW Greenburg Road - Suite 330
Portland, OR 97223

(800) 701-1062

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Team

 
Michael has over 21 years of experience helping people with their financial planning needs.Michael specializes in comprehensive financial planning, retirement income planning, estate preservation, and asset allocation analysis. Michael..

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Prior to working with her husband, Danna coordinated patient care programs at UCSF in San Francisco and OHSU in Portland, Oregon. She enjoys fostering positive relationships with clients and has an extensive administrative background...

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We are a close-knit family who like to spend a lot of time together. We have two children, Rohan and Sadie. Rohan participates in a variety of activities including: cross-country running, theater, chess club, science club and band....

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