Broker Check

Meet the Team

We have assembled a team of professionals—both internally and externally that is suited to help with ensuring that our clients have a solid foundation to build upon. Our core fosters the relationship and our interactions with other professionals helps to ensure that we protect, preserve and foster our clients' financial health. 

 
 

 

Tyler Cook

Tyler Cook

Founding Partner

(503) 303-0909

(503) 303-0919

Cheyne Sorensen CFA®

Cheyne Sorensen CFA®

Director of Research & Investments

(503) 303-0904

(503) 303-0919

Yolanda Evans

Yolanda Evans

Client Experience Manager

(503) 303-0078

(503) 303-0919

Michael Carta ALMI®, ACS®

Michael Carta ALMI®, ACS®

Insurance Relationship Manager

(503) 303-0915

(503) 303-0919

Pete Fry CFP®

Pete Fry CFP®

Financial Planning Support

(503) 303-0909

(503) 303-0919

Kelly Soergel

Kelly Soergel

Client Experience Specialist

(503) 303-0909

(503) 303-0919