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Let’s Start a Conversation

Schedule a private consultation to explore how we can protect your wealth, plan your next chapter, and build your legacy.

Luxurious Office

5 Centerpointe Dr, Suite 400 Lake Oswego, OR 97035 

503-812-1583

Preferred Contact Method

Thank you for reaching out. I’ll be in touch shortly to schedule a time that works best for you. I look forward to learning more about your goals.

Opening Hours

Mon - Fri

8:00 am – 8:00 pm

Saturday

9:00 am – 7:00 pm

​Sunday

9:00 am – 9:00 pm

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