Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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

Advisor | Founding Partner

(503) 332-7312

(503) 303-0919

Nathan Brown

Nathan Brown

Financial Advisor

(503) 734-6889

(503) 303-0919

Scott Berry

Scott Berry

Financial Advisor

(503) 442-4485

(503) 303-0919

Kindra Skrydlak

Kindra Skrydlak

Director, Operations & Client Services

(503) 303-0904

(503) 303-0919

Jeffrey Stoss

Jeffrey Stoss

Client Experience Specialist

(503) 303-0903

(503) 303-0919

Yolanda Evans

Yolanda Evans

Client Experience Manager

(503) 303-0078

(503) 303-0919

Luke Adams*

Luke Adams*

Marketing Director

(503) 303-0909

(503) 303-0919

Stephanie Aggrey

Stephanie Aggrey

Client Experience Specialist

503-303-0915

503-303-0919