five star 2012 portland wealth managers · 2012. 9. 18. · 2012 five star Õ wealth managers fs 2...

2012 Five Star Wealth

Man

agers

wwwfivestarprofessionalcom Five Star award information mdash FS 1

Special advertiSing Section

In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas

bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events

bull 63 percent of consumers say they receive the right amount of communication from their wealth manager

From research conducted by Five Star Professional April 2011

Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers

are financial advisors financial planners investment advisors tax advisors and estate planning attorneys

How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients

Portland Monthly and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent

Five Star Wealth Managers2012 portland

Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo

mdash Five Star Wealth Manager

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Portland award candidates were identified using internal and external research data including a survey to more than

2600 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC

candidateSaward

The 2012 Five Star Wealth Managers are a select group representing less than 5 percent of the wealth managers in the Portland area(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

aWarda Select

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Man

agers

FS 2 mdash Five Star award information wwwfivestarprofessionalcom


Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Portland Monthly bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1454 award candidates in the Portland area were considered for the Five Star Wealth Manager award 260 (approximately 18 percent of the award candidates) were named 2012 Five Star Wealth Managers

diScloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $84 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 248

households)10 Education and professional designations

oF aWard WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 15400 households in the Portland area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers



Award winners listed by primary services and listed alphabetically by last name

Business PlanningRussell Kilkenny Scarborough McNeese

OrsquoBrien amp Kilkenny

Matthew Lempner Financial Health Alliance

Gregory Levinson Levinson Law

Jeffrey M Owens The Business Planning Group

Estate PlanningAmy Apiado Moss Adams

Ron Bailey Duffy Kekel

Shirley Bass Shirley A Bass

Amy Bilyeu Cavanaugh Levy Bilyeu

Christine Brown Garvey Schubert Barer

Lisa Brumm AXA Advisors

Nancy Cowgill Stoel Rives

Heather Guthrie Dunn Carney Allen Higgins amp Tongue

Darin Honn Sussman Shank

Robert Kabacy Kell Alterman amp Runstein 0

Joshua Kadish Wyse Kadish

Stephen Kantor Samuels Yoelin Kantor

Emily Karr Stoel Rives

Robert Lechevallier Buckley Law

Michael Levelle Sussman Shank

James McVittie Legacy Preservation Law

Carolyn Miller Carolyn W Miller

Holly Mitchell Duffy Kekel

Gerald Montgomery Gerald E Montgomery

Marsha Murray-Lusby Dunn Carney Allen Higgins amp Tongue

Tim Nay Law Offices of Nay amp Friedenberg

C Richard Noble C Richard Noble Attorney at Law

Helen Reeves Pruitt Wyse Kadish

Garvin Reiter Law Offices of Nay amp Friedenberg

Dean Sandow Farleigh Wada Witt

Erik Schimmelbusch Schimmelbusch Law Group

Penny Serrurier Stoel Rives

Scott Strahm Strahm Law Group

Lloyd Summers Lloyd R Summers

Michael Wetzel Fitzwater Meyer

Financial PlanningBrent Abney Ameriprise Financial Services

Inc

Christina Aleckson Single Point Financial AdvisorsSecurities America Page 20

Gavin Amato Robert W Baird amp Company

John Andrea Thrivent Financial

Theresa Austria-Kenney Ameriprise Financial Services Inc

Alan Bacharach Park Avenue Securities

Todd Baird US Bancorp Investments Page 17

Daniel Bartosz Onpoint Community Credit Union

Marilyn Bergen Confluence Wealth Management

Kimberlee Bouska First Tech Investment Services

Greg Bowen Cascadia Wealth Management

Ronald Castner Ameriprise Financial Services Inc

Michael Clancy Merrill Lynch

Lindy Clark IAI

Thomas Clements Cascade Financial Advocates

Derrick Clouser Morgan Stanley Smith Barney

D Mike Collins Morgan Stanley Smith Barney

Nancy Congdon Nancy Congdon amp AssociatesAmeriprise Financial Services Inc

John Dakin Valic Financial Advisors

Yunny Dang Lincoln Financial Advisors

Dale Donaldson Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc

Jason Downey Morgan Stanley Smith Barney

Jason Drews Thrivent Financial

Erin Dwyer Ameriprise Financial Services Inc

Kristin Erickson Ameriprise Financial Services Inc Page 20

Adina Flynn Ameriprise Financial Services Inc

Russell Francis Portland Financial Advisors

Andrew Frazier Frazier Hunnicutt Financial

James Fread Ameriprise Financial Services Inc

Amy Groshong Ameriprise Financial Services Inc

Gabrielle Groshong Ameriprise Financial Services Inc

Raymond Grubbs Raymond J Grubbs amp Associates

Dale Hadley The H Group

Brent Hamilton WBH Financial Services

Gail Harrower Frazier Hunnicutt Financial

Gary Heuer Thrivent Financial Page 15

Shawn Higley The Partners Group Page 20

Mark Hildebrandt Ameriprise Financial Services Inc

Earl Hines Hines Warner Wealth Management Page 15

R Pasha Horiuchi Ameriprise Financial Services Inc

Mathew Hunnicutt Frazier Hunnicutt Financial

Tammy Jacobs Creative Wealth ManagementLPL Financial

Lonny Jochim Jochim amp AssociatesAmeriprise Financial Services Inc Page 9

Matthew Kibbe Morgan Stanley Smith Barney Page 20

Greg Kimura Frazier Hunnicutt Financial

Al Korb Ameriprise Financial Services Inc

Geoffrey Laroche Ameriprise Financial Services Inc

John Leal TIAA-CREF

Ralph Luchterhand Ameriprise Financial Services Inc

Robert Lumm Country Financial

Kristin Lyman Ameriprise Financial Services Inc

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Man

agers




Frederick Magenheimer Cornerstone Wealth Management

Hans Manseth Hjam Financial Services

Linda Marie Raymond James Financial Services

Daniel McCreath Merrill Lynch

Kip Mechals Cascadia Wealth Management

Michael R Mignano Ameriprise Financial Services Inc

KC Mink The Partners Group Page 20

Mark Moore M Steven Moore Company

Chris Mueller Ameriprise Financial Services Inc

Robert Musante Tribune Wealth Management

James Mustard The Legend Group

David Newbore Bacon Newbore Financial Consultants

Graeme Newhouse Merrill Lynch

Tonya Nichols Merrill Lynch

Conrad Pearson Pearson Financial Group Page 6 amp 7

Douglas Perry Cascadia Wealth Management

John Peyton Cascadia Wealth Management

Diana Platika Platika Financial Solutions

Andrew Pollack Ameriprise Financial Services Inc

Jim Price First Tech Federal Credit Union

Roy Rasera Professional Practices Group

Rick Rogers Stoneridge Wealth Management

Mark Rosenbaum Rosenbaum Financial

Judy Rubino Rubino amp SkedsvoldAmeriprise Financial Services Inc

Kristen Salt Ameriprise Financial Services Inc

Jim Schaller Summa Wealth Management

Amy Schlager AXA Advisors

Patrick Schmitt Ameriprise Financial Services Inc

Richard Singer Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc

Kari Skedsvold Ameriprise Financial Services Inc

C Brantley Smith Ameriprise Financial Services Inc

Gretchen Stangier Stangier Wealth Management Page 19

Steven Stiles Allstate Financial Services

Chris Stutes Cornerstone Wealth Management

Alice Tang The Business Planning Group

William Terrill Toews Terrill amp AssociatesAmeriprise Financial Services Inc Page 18

Shawn Thomson Van Vleck amp ThomsonAmeriprise Financial Services Inc

Jerry Tucker Pearson Financial Group Page 6 amp 7

Connie Tyson Tyson Schaub amp Wilson Page 13

Walter Urban Morgan Stanley Smith Barney

Douglas Van Allen Marathon Wealth Management

Anthony Vece Thrivent Financial

Ronald Wilkinson Security First Advisors Page 18

Joseph R Williams Financial Planners Northwest

Richard Williams The Strategic Alliance

Shiloh Wilson Ameriprise Financial Services Inc

Damon Winter Majestic Eagle Agency Page 21

Scott Winter LPL Financial

Eric Wishan Tribune Wealth Management

InvestmentsAndrew Anderson Wells Fargo

Advisors LLC

Travis Barsotti Merrill Lynch

Nathan Allen Bell The Guidance Group

Jane Bergin Morgan Stanley Smith Barney

Gary Brink Wedbush Securities

Kersten Broms Ameriprise Financial Services Inc

Justin Buell Wells Fargo Advisors LLC

Christopher Busby CFG Wealth Management

Dan Cavagnaro Morgan Stanley Smith Barney

James Christianson Wells Fargo Advisors LLC

Michael Chrysler Matrix Wealth Management

Rob Closs Wells Fargo Advisors LLC

Oliver Collins Merrill Lynch

Michael Craven Wells Fargo Advisors LLC

Thomas Davenport Preisz Associates Page 19

Kristian De Groot Morgan Stanley Smith Barney

John Deering Principal Financial Group

Daniel Deymonaz Wedbush Securities

Jane Drew Merrill Lynch

Paul Erenfeld Cascadia Wealth Management

Andrew Fisher Maxim Global Wealth Advisors

Lori Flexer Ferguson Wellman Capital Management

Dale Flick Wells Fargo Advisors LLC

James Frank Raymond James Financial Services

Chuck Gall RBC Wealth Management

David Garton Edward Jones

Joseph Gerkman Gerkman Insurance amp Financial Services

Scott Gettel RBC Wealth Management

Karen Goulding Merrill Lynch

Joel Greenblum Wells Fargo Advisors LLC

Joseph Gross Wells Fargo Advisors LLC

John Gunn John L Gunn amp Associates

Kelly Hale RBC Wealth Management

Bryan Haney US Bancorp Investments Page 17

Christopher Hill Edward Jones

Tyler Hilligoss Boston Financial Partners Group

Eric Holm Wells Fargo Advisors LLC

John Honnold Honnold Financial Services

Terry Horley Stoneridge Wealth Management

Paul Howard McAdams Wright Ragen

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Man

agers




Ryan Hubka Morgan Stanley Smith Barney

Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16

Werner Iseli Wedbush Securities

Rupa Jack Morgan Stanley Smith Barney Page 17

Eldon Jahn Commonwealth Financial Network

Werner James Edward Jones

Jason Jantz Morgan Stanley Smith Barney Page 8

Jude Jeannis Wells Fargo Advisors LLC

Eric Klein Frazier Hunnicutt Financial

Ryan Koch Bank of the West

Ronald Lam Wells Fargo Advisors LLC

Clarke Leaverton Merrill Lynch

Corey Levine Ameriprise Financial Services Inc

David Louthan Robert W Baird amp Company

Michael Luperini Merrill Lynch

Damon Mapes Sterling Savings Bank

David Marshall Robert W Baird amp Company

Teddy Martin Edward Jones

Suzanne McGrath Vision Capital Management

Nolan Meeuwsen Wells Fargo Advisors LLC

Greg Meyer KMS Financial Services

Greg Moore Wedbush Securities Page 21

Douglas Moshofsky Morgan Stanley Smith Barney Page 21

Timothy Mosier Cairn Investment Group

Stuart Munro Morgan Stanley Smith Barney

Andrew Murdoch Somerset Wealth Strategies

William Murphy Wells Fargo Advisors LLC Page 11

Brian Nelson Wells Fargo Advisors LLC

Thomas Nelson Wells Fargo Advisors LLC

Michael Neumann Investment Advisors International

Casey Norton Wells Fargo Advisors LLC

Joseph Opsahl Merrill Lynch

Thomas Ouimette Morgan Stanley Smith Barney

Jeff Paustian Wells Fargo Advisors LLC

Karen M Ponce De Leon Liberty Capital Investment Corporation

Steven Potter Wells Fargo Advisors LLC

David Price Morgan Stanley Smith Barney Page 19

Robert Pugh Transamerica Financial Advisors

Michelle Rand Cascade Investment Advisors

Christopher Rask Morgan Stanley Smith Barney

Lucia Reynolds Amerisal Financial

Phil Richman Wells Fargo Advisors LLC

Matt Roehr Northwest Investment Counselors Page 12

Chuck Rood Wells Fargo Advisors LLC

Mark Roukas Morgan Stanley Smith Barney

James Rudd Ferguson Wellman Capital Management

Christopher Russak Merrill Lynch

Nelson Rutherford Evergreen Financial Advisors Page 21

Kevin Sanger Wells Fargo Advisors LLC

Mark Scarlett Northwest Investment Counselors Page 12

Rick Schmidt Chinook Capital Management

Brian Schuler Morgan Stanley Smith Barney

Thomas Shipley Robert W Baird amp Company

Randy Smith Wells Fargo Advisors LLC

Michael Smolak Northwest Investment amp Retirement Group

Jim Stark Wells Fargo Advisors LLC

Edwin ldquoTedrdquo C Strader Merrill Lynch

Spencer Strahan Merrill Lynch

Douglas Strand Morgan Stanley Smith Barney

Rena Tarum Morgan Stanley Smith Barney

Margaret Tuchmann Morgan Stanley Smith Barney Page 21

Maurice Valdivieso Wells Fargo Advisors LLC

Michael Wahlstrom Wells Fargo Advisors LLC

Steven Walter Morgan Stanley Smith Barney

Bradford Wear Morgan Stanley Smith Barney

Chris Werner Werner Financial Group Page 14

Joseph Wilson Tyson Schaub Financial Services

Chris Winn Confluence Wealth Management

Sean Zimmerman Morgan Stanley Smith Barney

TaxationJim Baumbach Rick L Hug CPA

Patrick Carney Patrick G Carney CPA

Jeff Chaidez Stefani Chaidez

David Culpepper Thede Culpepper Moore Munro amp Silliman

Victor Epstein Epstein Group

Charles Gauger Charles S Gauger

Douglas Henne Isler Northwest Page 16

Eric Hormel Perkins amp Company

Pat Kimmer Pat A Kimmer CPA

Michael Lortz Geffen Mesher

Adam Puckett Delap

Greg Rogers Rogers Financial Services

Terry Schandel Terry K Schandel CPA

Kim Wilcox Wilcox amp Company CPAs

Nancy Winn Nancy Winn CPA

James Woodburn Woodburn amp Landers

Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College

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Man

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Relationships Built on Trust

Two-year winner Conrad Pearson 2012 winner Jerry Tucker

Pearson Financial Group

Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig

bull Con dence and trust mdash foundational to building relationships

bull Experience and passion mdash professionals who seek to serve others

bull Dedication and perseverance mdash making clients the only priority

Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance

Designation CERTIFIED FINANCIAL PLANNERtrade

Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group

5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500

wwwpearsonfinancialcom

Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies

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Special advertiSing Section 2012 Five Star W

ealth M

anag

ers















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Man

agers



Jason G Jantz

Professional Financial Management

and Wealth Protection

Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason

is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity

1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824

jasonjantzmssbcom

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC

bull Comprehensive fi nancial planning

bull World-class investment advice specializing in wealth protection

bull Exceptional personalized service

Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor

Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School

Area of Focus Wealth Management

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Man

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Lonny JochimFamily Financial Planning Focused on Your Success

Areas of Focus Retirement Income Financial Planning

Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga

bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor

Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg

The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements

Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service

1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients

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Man

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Robert E KabacyMaking Estate and Business Transition Planning Understandable

Areas of Focus Estate Planning and Business Transactions

bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments

I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years

I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships

520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom

Robert E KabacyLicensed to practice law in Oregon and Washington

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William D MurphyTo Our Clients Thank You

What you deserve from your financial advising team

Left to right Five Star award winner William D Murphy and Shalene E Caldwell

bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning

Designations CRPCreg Certified Retirement Planning CounselorSM

We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal

Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry

much risk But there are alternatives

We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting

222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219

williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]

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Man

agers



Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity

Areas of Focus Retirement Planning and Income Strategies

Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett

bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)

Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk

Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo

340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884

cturkiewicznwicnet bull wwwnwicnet

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Man

agers



Tyson Schaub amp Wilson Team

Left to right Joe Wilson and two-year winner Connie Tyson

bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF

Joe Wilson CFPreg ChFCreg CRPCreg

Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance

Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate

After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients

ldquoI am honored Thank yourdquo mdash Connie Tyson

5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom

tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered

Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr

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Man

agers



Chris WernerWerner Financial Group at Wells Fargo Financial Network

Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas

bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director

Area of Focus Investment Management

Our deep commitment to clients is defi ned by three core tenets

Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients

Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos

Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions

Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions

1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394

Chriswernerfgcom bull wwwwernerfinancialgroupcom

Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp

Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]

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Man

agers



Gary F Heuer Portland Area Team

Our Mission Vision and Values Are to Serve Our Members

bull Who we are a Fortune 500 company with 26 million members

bull What we do fi nancial solutions to help clients meet their goals

bull What we off er a wide range of products and services

Title Financial Associates

Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad

As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning

Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160

Beaverton OR 97008 Offi ce (503) 297-0999

garyheuerthriventcom wwwthriventcom

Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services

are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249

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Earl Hines

Empowering LivesProtecting Legacies

bull Financial planning

bull Investment management

bull Estate planning

Managing Principal

CEAreg AWMAreg

We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions

9400 Southwest Barnes Road Suite 305 Portland OR 97225

Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom

Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon

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Man

agers



Patrick Huey

Accumulate Protect and Distribute Your Wealth

bull Global strategies local service

bull Income and estate planning for retirement

bull Investment and insurance strategies

Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA

As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime

Advantis Credit UnionCUSO Financial Services LP

3010 Southeast Belmont StreetPortland OR 97214

Direct (503) 785-2491

phueyadvantiscuorgwwwadvantiscuorg

Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment

Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members

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Isler Northwest Team

Trusted Advice to Goal-Minded Decision Makers Since 1961

bull Individual business trust estate tax

bull Personal fi nancial planning assistance

bull Audit and attest services mdash value added

Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and

two-year winner Douglas Henne

We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals

We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust

1300 Southwest 5th Avenue Suite 2900 Portland OR 97201

Offi ce (503) 224-5321 dhenneislernwcom

wwwislernwcom

We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention

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Man

agers



Rupa Jack

Clear-Headed Advice forFinancial Balance

bull Clients values and goals drive our proc ess

bull Wealth managed to last clients lifetime

bull Collaborative and starts with a plan

Senior Vice President Wealth Advisor

CIMAreg CWSreg

We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family


Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom

famorganstanleyindividualcomrupajack


The PrivateClient Group

Congratulations to OurFive Star Wealth Managers

bull Comprehensive wealth management solutions

bull Highly personalized service and expert advice

bull Long history of US Bancorp fi nancial strength and stability since 1863

Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird

111 Southwest 5th AvenuePortland OR 97204

Phone (503) 275-3421

AmandaWhite2usbankcomwwwusbankcom

To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp

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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal

Government Agency

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Man

agers



Bill Terrill

Wealth Management Strategies Built on Experience Knowledge and Integrity

bull Commitment to personal service

bull Proactive portfolio strategies

bull Knowledgeable customized advice

Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies

Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell

As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress

10220 Southwest Greenburg Road Suite 120Portland OR 97223

Phone (503) 808-1515

williamdterrillampfcom bull wwwwilliamdterrillcom

Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and

SIPC Some products and services may not be available in all jurisdictions or to all clients

Two-

Year

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Security First Advisors Team

Improving the Quality of Our Clients Lives

bull Estate and wealth transfer planning

bull Sudden Moneytrade events navigation

bull Retirement transitions

Designations CERTIFIED FINANCIAL PLANNERtrade practitioners

Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell

With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation

12703 Southwest 67th Avenue Portland OR 97223

Offi ce (503) 274-4224 Toll-free (800) 898-4224

infosfaincus bull wwwsfaincus

Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc

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Year

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Man

agers



David Price

805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice

bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management

Titles First Vice President Portfolio Manager Financial Advisor

David Price CFPreg

Taking Time to Understand My Clients

The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which

the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities

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Gretchen Stangier

9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom

bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment

Designation CFPreg

Trustworthy bull Comprehensive bull Solutions

For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan

Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC

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Year

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Tom Davenport

4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom

bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance

Retirement Plan Service Manager

CRPS reg

Robust Retirement Plan Services

We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement

Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and

separate entity from LPL Financial

Top five questions that wealth managers want clients to answer

1 What are your goals and objectives with your finances

2 What is your most pressing need right now

3 Where do you see yourself in 5 10 15 years

4 Where are all of your assets invested now

5 What is important about money to you


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Man

agers



11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg

Shawn O Higley

The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals

Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors

LLC A Registered Investment Advisory Firm

10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson

Kristin L Erickson

Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a

guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg

Matthew R Kibbe

T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms


11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors

KC Mink




3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor

Christina Aleckson

Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies

Two-

Year

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ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who

say they have never had a down yearrdquo

mdash Five Star award winner

What matters

most is how you

recover from

setbacks

mdash Five Star award winnercopy Five

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Man

agers



Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg

Nelson E Rutherford

Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design

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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg

Doug Moshofsky

I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs


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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg

Margaret Reinhardt Tuchmann



Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner

Damon S Winter

A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth

Securities amp Investment Advisory through KMS Financial Services Inc

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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments

Greg Moore

Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education

No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC

ldquoSaving even a small amount every

month can grow into something significantrdquo


Financial

planning is a

holistic approach

to financial

well-being


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Man

agers



Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Portland Monthly bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1454 award candidates in the Portland area were considered for the Five Star Wealth Manager award 260 (approximately 18 percent of the award candidates) were named 2012 Five Star Wealth Managers

diScloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $84 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 248

households)10 Education and professional designations

oF aWard WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 15400 households in the Portland area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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copy Five

Star P

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Robert Kabacy Kell Alterman amp Runstein Page 10






















Inc

Christina Aleckson Single Point Financial AdvisorsSecurities America Page 20












Lindy Clark IAI


































John Leal TIAA-CREF




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Direct (503) 785-2491




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Phone (503) 808-1515




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Offi ce (503) 274-4224 Toll-free (800) 898-4224



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David Price CFPreg




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Gretchen Stangier



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Tom Davenport




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Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

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er




What matters

most is how you

recover from

setbacks


Star P

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Nelson E Rutherford


Two-

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Doug Moshofsky



Two-

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Winn

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Damon S Winter



Two-

Year

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Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


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ional

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copy Five

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copy Five

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ional

copy Five

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ional


Man

agers










Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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agers















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copy Five

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Man

agers











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Year

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er

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers














Two-

Year

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er

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

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rofess

ional

copy Five

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copy Five

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copy Five

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copy Five

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Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

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copy Five

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copy Five

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copy Five

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ional

copy Five

Star P

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ional

copy Five

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ional

copy Five

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rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

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rofess

ional

copy Five

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copy Five

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Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

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rofess

ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

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ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

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Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


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rofess

ional

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Man

agers
















Two-

Year

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er

Two-

Year

Winn

ercopy Fi

ve Sta

r Prof

ession

al

copy Five

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ional

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copy Five

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copy Five

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ional


ealth M

anag

ers















Two-

Year

Winn

er

Two-

Year

Winn

ercopy Fi

ve Sta

r Prof

ession

al

copy Five

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copy Five

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Man

agers



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Man

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copy Five

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copy Five

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ional

copy Five

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Man

agers










Two-

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er

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ional

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copy Five

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agers















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copy Five

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copy Five

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copy Five

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Man

agers











Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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ional

copy Five

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copy Five

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copy Five

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Man

agers














Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

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rofess

ional

copy Five

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rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Two-

Year

Winn

ercopy Fi

ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


ealth M

anag

ers















Two-

Year

Winn

er

Two-

Year

Winn

ercopy Fi

ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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copy Five

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rofess

ional

copy Five

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ional


Man

agers



Jason G Jantz






jasonjantzmssbcom








copy Five

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rofess

ional

copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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Man

agers












copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

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ional

copy Five

Star P

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copy Five

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Man

agers










Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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agers















copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers











Two-

Year

Winn

er

copy Five

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ional

copy Five

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copy Five

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copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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Man

agers














Two-

Year

Winn

er

copy Five

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rofess

ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

Star P

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ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

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Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

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Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

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rofess

ional

copy Five

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ealth M

anag

ers















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Year

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er

Two-

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ercopy Fi

ve Sta

r Prof

ession

al

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Man

agers










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copy Five

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agers











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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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agers














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Year

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er

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

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copy Five

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copy Five

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copy Five

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Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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copy Five

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ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

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rofess

ional

copy Five

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copy Five

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copy Five

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copy Five

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Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

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rofess

ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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copy Five

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ional

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ional

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ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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ional

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Man

agers



Jason G Jantz






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Man

agers










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Year

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er

copy Five

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copy Five

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agers















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copy Five

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copy Five

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copy Five

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Man

agers











Two-

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er

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers














Two-

Year

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er

copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

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ional

copy Five

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rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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copy Five

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copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers












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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers










Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers















copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers











Two-

Year

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er

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers














Two-

Year

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er

copy Five

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ional

copy Five

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copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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copy Five

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copy Five

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ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

Star P

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ional

copy Five

Star P

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ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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ional


Man

agers










Two-

Year

Winn

er

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers















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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers











Two-

Year

Winn

er

copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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Man

agers














Two-

Year

Winn

er

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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Man

agers
















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copy Five

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copy Five

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copy Five

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copy Five

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copy Five

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ional

copy Five

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copy Five

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copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

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copy Five

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copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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ional


Man

agers















copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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ional

copy Five

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ional

copy Five

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copy Five

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ional

copy Five

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ional


Man

agers











Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

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ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional


Man

agers














Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers
















copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers











Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional


Man

agers














Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers
















copy Five

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rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional


Man

agers














Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional


Man

agers
















copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers
















Two-

Year

Winn

er

Earl Hines





Managing Principal

CEAreg AWMAreg





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Patrick Huey









Direct (503) 785-2491




Two-

Year

Winn

er












wwwislernwcom


Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Rupa Jack






CIMAreg CWSreg













Phone (503) 275-3421



Two-

Year

Winn

er


Government Agency

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Bill Terrill









Phone (503) 808-1515




Two-

Year

Winn

er










Offi ce (503) 274-4224 Toll-free (800) 898-4224



Two-

Year

Winn

ercopy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers



David Price




David Price CFPreg




Two-

Year

Winn

er

Gretchen Stangier



Designation CFPreg




Two-

Year

Winn

er

Tom Davenport




CRPS reg












copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Shawn O Higley





Kristin L Erickson





Matthew R Kibbe




KC Mink





Christina Aleckson


Two-

Year

Winn

er




What matters

most is how you

recover from

setbacks


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional


Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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Man

agers




Nelson E Rutherford


Two-

Year

Winn

er


Doug Moshofsky



Two-

Year

Winn

er






Damon S Winter



Two-

Year

Winn

er


Greg Moore






Financial

planning is a

holistic approach

to financial

well-being


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five star 2012 portland wealth managers · 2012. 9. 18. · 2012 five star Õ wealth managers fs 2...

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