special advertising section star five star wealth … · earl hines ˛ hines & warner wealth...

SPECIAL ADVERTISING SECTION

2014 Fiv

e Star W

ealth M

anag

ers—

ww

w.fivestarprofessional.com

FS•1

Finding a wealth manager who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin.

Sometimes, a few simple questions can set one off on the right path. Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking a financial advisor to talk about any specialties they might have can help uncover skills you might find useful.

Ultimately, how do you find an experienced wealth manager who you feel comfortable working with? One who has high retention rates? One who has undergone a thorough complaint and regulatory review? One who has tenure in the industry?

Portland Monthly and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent. 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 year’s list.

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.

AWARDA Select

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

• The Five Star award is not indicative of the wealth manager’s future performance. • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. • 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. • 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. • 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 research/selection methodology, go to www.fivestarprofessional.com.• 1,558 award candidates in the Portland area were considered for the Five Star Wealth Manager award. 190 (approximately 13 percent of the award

candidates) were named 2014 Five Star Wealth Managers.

DISCLOSURESResearch

OF AWARD WINNERSDetermination

Regulatory Review

As defined by Five Star Professional, the wealth manager has not:• Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. • Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s

consumer complaint process.• Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. • Filed for personal bankruptcy.• 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:

• 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.

• Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager.• 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 10,400 households in the Portland area were contacted.

For more information on the program, go to FiveStarProfessional.com/awards/cpa_epa_wm_program.php.

Five StarWealth Managers

2014 Portland

Evaluation Criteria - Considered

6. One-year client retention rate.

7. Five-year client retention rate.

8. Non-institutional discretionary and/or non-discretionary client assets administered.

9. Number of client households served.

10. Education and professional designations.

Research

Eligibility Criteria – Required

1. Credentialed as an investment advisory representative or a registered investment advisor.

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. Fulfilled their firm review based on internal firm standards.

5. Accepting new clients.

Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2014 Five Star Wealth Managers.© Fi

ve St

ar Professi

onal

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

SPECIAL ADVERTISING SECTION 2014 F

ive S

tar Wealth

Man

agers

— w

ww.fivestarprofessional.com

FS•2

Financial PlanningBrent Abney ∙ Ameriprise Financial

Services, Inc.

Christina M. Aleckson ∙ Single Point Advisors

Tyson Allred ∙ U.S. Bancorp Investments Page 8

Gavin T. Amato ∙ Robert W. Baird & Company

John Andrea ∙ Thrivent Financial

Theresa Austria-Kenney ∙ Ameriprise Financial Services, Inc.

Daniel Bartosz ∙ CUSO Financial Services

Jacob Becker ∙ First Allied Securities

Duane Bolinger ∙ OneAmerica Securities

Viengsavanh Bounnam ∙ Ameriprise Financial Services, Inc.

Kimberlee Bouska ∙ Raymond James Financial

J. Josh Bratt ∙ Morgan Stanley

Jody Brush ∙ HBW Securities

Carl Burnham ∙ Deschutes

Justin Camarda ∙ U.S. Bancorp Investments Page 8

Costa Capellas II ∙ Pacific Capital Resource Group

Andrew Clark ∙ Ameriprise Financial Services, Inc.

Nancy Congdon ∙ Blue Water Wealth

Guy Crooks ∙ LPL Financial

John-Paul Daly ∙ Ameriprise Financial Services, Inc.

Charles Davee ∙ Valic Financial Advisors

Kristian De Groot ∙ Bridgecrest Group/Morgan Stanley Page 4

Richard Doel ∙ First Investors

Erin Dwyer ∙ Ameriprise Financial Services, Inc.

Kristin Erickson ∙ Ameriprise Financial Services, Inc.

Adina Flynn ∙ Ameriprise Financial Services, Inc.

Patrick Flynn ∙ Eagle Strategies

Russell Francis ∙ Portland Fixed Income Specialists

Raymond Grubbs ∙ Raymond James Financial

Dale Hadley ∙ The H Group Page 13

Linda Haines ∙ Morgan Stanley

Diana Harrison ∙ Financial Investment Team Page 12

John Harrison ∙ AXA Advisors

Gary Heuer ∙ Thrivent Financial Page 10

Rick Horiuchi ∙ Ameriprise Financial Services, Inc. Page 13

Terry Horley ∙ LPL Financial

Rebecca Horn ∙ LPL Financial

Jessica Howe ∙ Silver Oak Advisory Group

Ryan Hubka ∙ Morgan Stanley

Tammy Jacobs ∙ LPL Financial

Brandon Jochim ∙ Ameriprise Financial Services, Inc.

Matthew Kibbe ∙ Morgan Stanley

Fred King ∙ The H Group

Erik Lawrence ∙ Tenbridge Partners

Corey Levine ∙ Cross Financial Management

David Lee Louthan ∙ Robert W. Baird & Company

Ralph Luchterhand ∙ Ameriprise Financial Services, Inc.

Frederick Magenheimer ∙ LPL Financial

Damon Mapes ∙ Cetera Advisor Networks

Matthew Marr ∙ U.S. Bancorp Investments Page 8

Daniel M. Martin ∙ ING Financial Partners

Mackenzie Martin ∙ McCoy Foat Wealth Management Group

Laura McKinney ∙ Lincoln Financial Advisors

James Meurer ∙ AXA Advisors

Christopher Meyer ∙ U.S. Bancorp Investments Page 8

Jane Bergin Miller ∙ Morgan Stanley Page 5

K.C. Mink ∙ Geneos Wealth Management

Kurt Morgan ∙ Morgan Advisors

Christopher Mueller ∙ Ameriprise Financial Services, Inc.

Stuart Munro ∙ Morgan Stanley

David Newbore ∙ LPL Financial

Tonya Nichols ∙ Robert W. Baird & Company

Sheryl Olson ∙ Geneos Wealth Management

Aaron O’Neal ∙ MetLife Securities

John M. Peyton ∙ Cascadia Wealth Management

Andrew Pollack ∙ Ameriprise Financial Services, Inc.

Karen M. Ponce de Leon ∙ Liberty Capital Investment

Brendan Price ∙ TD Ameritrade

Roy Rasera ∙ Wealth Strategies Northwest

Lauren Reed ∙ Geneos Wealth Management

Richard Rogers ∙ LPL Financial

Damian Rothermel ∙ Rothermel Financial Services

Judy Rubino ∙ Ameriprise Financial Services, Inc.

Daniel Ruediger ∙ Ameriprise Financial Services, Inc.

Kristen Salt ∙ Ameriprise Financial Services, Inc.

Amy Schlager ∙ AXA Advisors

Tomie Schmidt ∙ Morgan Stanley

Rex Schneider ∙ U.S. Bancorp Investments Page 8

Kari Skedsvold ∙ Ameriprise Financial Services, Inc.

Craig Smith ∙ Oregon Trail Financial Services

Gretchen Stangier ∙ LPL Financial Page 11

Christopher Stutes ∙ LPL Financial

William Terrill ∙ Terrill Fussell & Associates/Ameriprise Financial Services, Inc. Page 11

Douglas Van Allen ∙ Van Allen Douglas K

Joanne Welch ∙ Wedbush Securities

Richard L. Williams ∙ Strategic Financial Partners

Sean Zimmerman ∙ Morgan Stanley

InsuranceJonathan Owens ∙ Boston Partners

Financial Group

InvestmentsJoe Aley ∙ Wells Fargo Advisors, LLC

Rocky L. Arn ∙ Merrill Lynch

Nathan Ayotte ∙ Ferguson Wellman Capital Management

Todd Baird ∙ U.S. Bancorp Investments Page 8

Marilyn Bergen ∙ Confluence Wealth Management Page 9

Joshua A. Bishop ∙ Edward Jones

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

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


2014 Fiv

e Star W

ealth M

anag

ers—

ww


FS•3 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to

individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College.


Gary Brink ∙ Wedbush Securities Page 9

Justin Buell ∙ Wells Fargo Advisors, LLC

Daniel Buxton ∙ Robert W. Baird & Company

Daniel Cavagnaro ∙ Morgan Stanley

John Child ∙ Sound Investment Management

Michael Chrysler ∙ FSIC

Kasha Clark ∙ Raymond James Financial

Edwin Closs III ∙ Wells Fargo Advisors, LLC

Ralph W. Cole ∙ Ferguson Wellman Capital Management

D. Mike Collins ∙ Morgan Stanley

Daniel Deymonaz ∙ Wedbush Securities Page 9

D. Linette Dobbins ∙ Raymond James Financial Page 7

Allyn Edwards ∙ Kovack Securities Page 10

Paul Erenfeld ∙ Cascadia Wealth Management

Theodore Erickson ∙ LPL Financial

Ronald Farner ∙ National Securities Page 13

Andrew Munson Fisher ∙ Maxim Global Wealth Advisors

Marc Fovinci ∙ Ferguson Wellman Capital Management

Jim Frank ∙ Raymond James Financial

J. Gall ∙ RBC Wealth Management

Scott Gettel ∙ RBC Capital Markets

Gregg Giboney ∙ Timberline Investment Management

Joseph Gledhill ∙ TD Ameritrade

Joel Greenblum ∙ Wells Fargo Advisors, LLC Page 13

Joe Gross ∙ Wells Fargo Advisors, LLC

John Gunn ∙ John L. Gunn & Associates

Leonard Hake ∙ Wells Fargo Advisors, LLC

Kelly Hale ∙ RBC Capital Markets

Robert Haley ∙ Commonwealth Financial Network

Theodore Haley ∙ Advanced Wealth Management

Michael Hardy ∙ Phillips & Company

Aaron Hillman ∙ Skyline Financial Northwest

Earl Hines ∙ Hines & Warner Wealth Management Page 6

Eric Holm ∙ Wells Fargo Advisors, LLC

Steven Holwerda ∙ Ferguson Wellman Capital Management

John Honnold ∙ Honnold Financial Services

Alec Horley ∙ Phillips & Company

Paul Howard ∙ McAdams Wright Ragen

Rupa Jack ∙ Morgan Stanley

Werner James ∙ Edward Jones

Jonathan Johansen ∙ LPL Financial

Michael Johnson ∙ Wells Fargo Advisors, LLC

Michael Julian ∙ Morgan Stanley

Kathleen Kee ∙ Confluence Wealth Management Page 9

Brian Michael Keswick ∙ The On Equity Sales

Lindsay Krivosha ∙ RBC Wealth Management

Brett R. Langer ∙ Summit Financial Strategies

Helena Lankton ∙ Ferguson Wellman Capital Management

Robert Lettin ∙ Lettin & Company Page 13

Javier Lizarraga ∙ Morgan Stanley

Mark Loewen ∙ Phillips & Company

Michael L. Luperini ∙ Merrill Lynch

Charles Mason ∙ LPL Financial

Scott Maxwell ∙ The H Group

Suzanne P. McGrath ∙ Vision Capital Management

Greg Meyer ∙ KMS Financial Services

Shawn Michael ∙ Ferguson Wellman Capital Management

Andy Miller ∙ McAdams Wright Ragen

Kenneth Mogseth ∙ Morgan Stanley

Gregory Moore ∙ Wells Fargo Advisors, LLC

Doug Moshofsky ∙ Morgan Stanley Page 12

Robert Musante ∙ LPL Financial

Thomas Nelson ∙ Wells Fargo Advisors, LLC

Jason David Norris ∙ Ferguson Wellman Capital Management

Erica Nortman ∙ LPL Financial

Mark Nortman ∙ LPL Financial

Jonathan Oliva ∙ Wells Fargo Advisors, LLC

Thomas Ouimette ∙ Morgan Stanley

D. Jeff Paustian ∙ Wells Fargo Advisors, LLC

John Pearson ∙ Wells Fargo Advisors, LLC

David Perez ∙ Robert W. Baird & Company

Jim Perkins ∙ McAdams Wright Ragen

David Price ∙ Morgan Stanley

Sarah W. Quist ∙ Vision Capital Management

William Richardson ∙ Wedbush Securities Page 9

Phil Richman ∙ Tenbridge Partners

Matt Roehr ∙ Northwest Investment Counselors

Charles Rood ∙ Wells Fargo Advisors, LLC

Rick Schmidt ∙ Chinook Capital Management

Brian Schuler ∙ Morgan Stanley

Kenneth Shipley ∙ Robert W. Baird & Company

Timothy Smith ∙ LPL Financial

Michael Smolak ∙ KMS Financial Services

Adam Sommers ∙ Sommers Financial Management

Jim Stark ∙ Wells Fargo Advisors, LLC

Lance Steinberg ∙ Wells Fargo Advisors, LLC

Gary Suchy ∙ LPL Financial

Margaret Tuchmann ∙ Morgan Stanley

Steven Walter ∙ Morgan Stanley

Jeffrey Weiler ∙ Morgan Stanley

Chris Werner ∙ Wells Fargo Advisors, LLC

Bryan Wiepert ∙ U.S. Bancorp Investments Page 8

Richard Wilhelmi ∙ Wells Fargo Advisors, LLC

Davida Wilson ∙ Morgan Stanley Page 12

Joseph Wilson ∙ Princor

Eric Wishan ∙ LPL Financial

Randall Young ∙ Morgan Stanley

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the � nancial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As de� ned by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a � ne; B. Had more than a total of three customer complaints � led against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a � nancial settlement of a customer complaint � led with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Ful� lled their � rm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional pro� le ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,558 Portland wealth managers were considered for the award; 190 (13 percent of candidates) were named Five Star Wealth Managers.

FS•4

2014 Fiv

e Star W

ealth M

anag

ers—

ww


Bridgecrest Group at Morgan StanleyBridgecrest Group Strives to Provide Positive Service Experiences

We Seek To Earn Our Clients’ Trust Every Day

Left to right: Kelli Clark, Client Service Associate; Cathy Robart, Financial Advisor; 2012, 2013 and 2014 winner Kristian De Groot, Senior Vice President, Financial Advisor; Kayla Gunderson, Registered Associate

• Wealth management services tailored to each client’s situation• Independent advice that puts our clients’ needs � rst• Pre- and post-retirement strategies to build a long-term plan

The Bridgecrest Group and Five Star Wealth Manager Kris De Groot and new partner Cathy Robart approach investing holistically, taking a client’s “full picture” into account — not just their assets under management. He often coordinates with attorneys and accountants to ensure that a comprehensive and uni� ed strategy is in place for his clients and their � nancial lives. Though his clients vary in almost every way imaginable, he specializes in working with small-

business owners, families and retirees. Kris is a 2012, 2013 and 2014 recipient of the Five Star Wealth Manager award.

He has been with Morgan Stanley and its predecessors since 2000, joining after an initial career in banking. His past experience with commercial lending provides a lens through which he evaluates risk and reward potential. Kris received his MBA from the Darden School of Business at the University of Virginia.

805 Southwest Broadway, Suite 2300 • Portland, OR 97205Direct: 503-243-5657 • Office: 503-221-7600

[email protected] • www.morganstanleyfa.com/bridgecrestgroup

©2014 Morgan Stanley Smith Barney LLC. Member SIPC.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•5

2014 Fiv

e Star W

ealth M

anag

ers—

ww



The Compass Group at Morgan StanleyExploring Possibilities … Pursuing Opportunities

Left to right: 2012 and 2013 winner Chris Rask, Financial Advisor; 2012 winner Rena Tarum, Financial Advisor; 2012, 2013 and 2014 winner Jane Bergin Miller, Financial Advisor; Seated: 2013 winner Mitch Rask, Financial Advisor

Most of our clients are high achievers who seek to maximize their success and are ready for another meaningful challenge. For some, it means a new business or project. For others, it may be a form of retirement. The reality is they are not yet ready for the rocking chair; therefore, it is important that their assets are positioned to support their future endeavors.

As a 2012, 2013 and 2014 Five Star Wealth Manager Jane Bergin Miller and our team have found that it doesn’t matter how our clients have created their wealth; they typically come to us with the same three concerns: 1) Do I have enough income to help support my lifestyle; 2) Do I have enough assets to help create new opportunities; 3) How can I help create a meaningful legacy?

While working with our team, our clients will: 1) Develop their personal wealth plan outlining their vision of their future; 2) Create their purposeful investment strategy that helps support their future endeavors; 3) Attend meaningful events designed to provide purpose and value to them.

Our vision is to create a culture that encourages our clients to use their time, talent and wealth in more meaningful ways. Therefore, our mission is to provide an environment where our clients are encouraged to explore possibilities and pursue new opportunities while recognizing how they can use their wealth to enhance their impact and purpose in life.

4800 Southwest Meadows Road, Suite 400 • Lake Oswego, OR 97035Office: 503-534-3467

[email protected] • www.morganstanleyfa.com/thecompassgroupms


© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional



FS•6

2014 Fiv

e Star W

ealth M

anag

ers—

ww


Earl HinesEmpowering Lives, Protecting Legacies

Left to right: Three-year winner Earl Hines, Steve Eckhardt, Sarah Miller, Greg Warner, Morgan Deters

• Financial planning• Investment management• Estate planning

True wealth is measured in more than � nancial statements. It is also measured in the values you live by and the relationships you treasure. We believe that holistic, heart-centered planning based on your unique dreams should provide the foundation for all � nancial and investment decisions.

1500 Southwest First Avenue, Suite 990 • Portland, OR 97201Office: 503-292-2775

[email protected] • www.hineswarner.comHines Warner Wealth Management, LLC is an independent Registered Investment Advisor located in Portland, Oregon.

Earl Hines, President and CEO, CEA®, AWMA®

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•7

2014 Fiv

e Star W

ealth M

anag

ers—

ww



McGee Wealth Management, Inc. An Independent Firm Making Life A Richer Experience SM

Investment Management, Retirement Planning, Estate Planning

Left to right: Judith McGee, CFP®; Jennifer Currin Gutridge, CFP®; 2014 winner Linette Dobbins, CFP®; Brian Andreosky, MBA, Wealth Services Associate

• Award-winning � nancial advisors • More than 90 years of combined experience • Business continuation and exit strategies

Linette Dobbins, CFP®, president, is passionate about setting the � rm’s vision. McGee Wealth Management, Inc. is a � rm that has served a select number of individuals, multigenerational families, executives and business owners for more than 30 years.

Our mission is to make a positive, enduring di� erence in our clients’ lives through sharing our knowledge, experience, wisdom and collaboration.

McGee Wealth Management, Inc.12455 SW 68th Avenue • Portland, OR 97223

Office: 503-597-2222 • Toll-free: [email protected] • www.McGeeWM.com

Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. This award is bestowed by an independent third party organization not affiliated with Raymond James.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional



FS•8

2014 Fiv

e Star W

ealth M

anag

ers—

ww


The Private Client GroupHelping to Enrich the Lives of Our Clients

Left to right: Three-year winner Todd Baird, Financial Advisor; two-year winner Bryan Wiepert, Financial Advisor; 2014 winner Rex Schneider; two-year winners Matt Marr, Financial Advisor and Tyson Allred, Financial Advisor;

2014 winner Justin Camarda, Financial Advisor (Not pictured: 2014 winner Chris Meyer, Financial Advisor)

• Comprehensive wealth management• Personalized service and expert advice• Our parent, U.S. Bancorp, has a long history of � nancial strength and stability

111 Southwest Fifth Avenue, Suite 1950 • Portland, OR 97204Office: 503-275-3421 • Fax: 503-275-8250

[email protected] • www.usbank.com

Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and a� liate of U.S. Bank.

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

To receive the 2012, 2013 and/or the 2014 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. For U.S. Bancorp Investments, Inc., � rm nominations are made by either the individual’s Region or Division Manager. All nominees are properly registered and licensed Financial Advisors of the � rm at the time of the nomination, have met the � rm’s standards for nominations, have been employed at minimum 5 years in the � nancial services industry, and are currently accepting new clients. Five Star Professionals permits a � rm to nominate up to 10% of its wealth managers in a market for consideration. Firms with fewer than 10 wealth managers in a market may

nominate one. Nominees are then evaluated using a list of 10 objective criteria. It is possible that award recipients received both favorable and unfavorable ratings. 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 history review. Five Star Professionals de� nes a favorable regulatory and complaint history (as of March 2013) to mean that a wealth manager has not (1) been subject to regulatory action that resulted in a license being suspended or revoked, or payment of a � ne (2) had more than a total of three settled or pending customer complaints � led against them with any regulatory authority (3) individually contributed to a � nancial

settlement of a customer complaint (4) � led for personal bankruptcy (5) been convicted of a felony. Nominees who do not have a favorable history are removed from consideration. Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager. Find full measurement formulas and information on www.� vestarprofessional.com. The 2012, 2013 and/or the 2014 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, and does not evaluate the quality of services provided to clients. 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.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•9

2014 Fiv

e Star W

ealth M

anag

ers—

ww



Confluence Wealth Management

Integrative Wealth Management

• Full suite of wealth management services provided with complete objectivity

• Your family’s best interests are behind every � nancial recommendation

• Strategies for acquiring, growing and securing your wealth with no surprises. That’s the plan.

Left to right: Two-year winner Kathleen Kee, CFP®; three-year winner Marilyn Bergen, CFP®

Successful wealth management starts with you — your story, your hopes, your worries. Tell us about them, and we will put decades of experience to work for you. Our wealth management advisors give plenty of personalized solutions and nonstop support at every stage of the wealth lifecycle. We o� er an ongoing process that empowers you to grow and preserve your wealth, rather than a single, speci� c service.

1211 Southwest Fifth Avenue, Suite 1160 Portland, OR 97204

O� ce: 503-221-7595

mbergen@con� uencewealth.com kkee@con� uencewealth.com www.con� uencewealth.com

Gary Brink • Dan Deymonaz • Chip Richardson

Investing Strategies for Your Life

• Objective advice from objective advisors

• Personalized investment recommendations

• Wedbush Securities has been serving clients for almost 60 years

Left to right: 2012, 2014 winner Dan Deymonaz, Vice President, Investments; 2013, 2014 winner Chip Richardson, Assistant Vice President, Investments; 2012, 2013 and 2014 winner Gary Brink, Vice President, Sales Manager

Founded in 1955, Wedbush Securities is one of the largest securities � rms and investment banks in the nation. We believe that a high level of personal service is key to a working relationship. We strive to know every client in order to help them realize their � nancial goals. We have developed a variety of approaches and tools based on long-term strategies using asset allocation, value and growth investing, and income strategies.

1300 Southwest Fifth Avenue, Suite 2000Portland, OR 97201

Portland O� ce: 503-224-0480Lake Oswego O� ce: 503-675-3103

[email protected] • [email protected]@wedbush.com

WEDBUSH SECURITIES | 1300 Southwest 5th Avenue, Suite 2000, Portland, OR 27201 | MEMBER NYSE/FINRA/SIPC.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional



FS•10

2014 Fiv

e Star W

ealth M

anag

ers—

ww

w.fivestarprofessional.comGary F. Heuer

More Than 100-Year-Old Fortune 500 Membership Organization of Christians

• Provides personalized � nancial advice

• Focus on member relationships to gain trust and demonstrate competence

• Helps members to be wise with money, inspires them to live generously

Left to right: Cathy Jarosz, Licensed O� ce Professional; three-year winner Gary Heuer, Financial Consultant, FIC; Paige Leith, Client Event Manager

Gary celebrated 25 years of service with Thrivent Financial in 2013, showing dedication to churches, communities and Thrivent members. In that time, he has been inducted into the Thrivent Hall of Fame and the Lutheran Community Foundation (LCF) Hall of Fame. Gary is an LCF Voice in Philanthropy award recipient and a life member of Million Dollar Roundtable. He is also a member of Court of the Table, which represents the top 2 percent of � nancial representatives in the world and the top 5 percent of Thrivent representatives.

11000 Southwest Stratus Street, Suite 160 Beaverton, OR 97008

O� ce: 503-297-0999

[email protected] www.thrivent.com

Insurance products issued or o� ered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. 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. Fee-based

investment advisory services are available through quali� ed investment advisor representatives only. For additional important information, visit Thrivent.com/disclosures. The Lutheran Community Foundation is a public charity serving donors and the community through charitable funds. The Lutheran Community Foundation is independent of Thrivent Financial and its � nancial associates.

Allyn W. Edwards

Empowering You for a Better Tomorrow

• Financial, insurance and retirement strategies

• Investment management

• Estate and income planning

Left to right: Two-year winner Allyn W. Edwards and Danielle Holbrook

Our greatest reward as a � rm is found in the grati� cation of each client. We value our relationships and understand that true wealth can only be measured in the values we live by and the treasures we � nd in our family and friends. My greatest reward as an advisor is helping clients succeed. Jointly, we achieve this by taking an organized approach to your � nancial management. I personally and professionally invest in each of my clients by working hard to understand their personal goals and objectives. Upon analysis, we develop an attainable course of action to manage them together.

3306 Solstice Lane Newberg, OR 97132

Phone: 503-537-2995Direct: 503-592-9282

[email protected] • www.eafsi.com

Allyn Edwards is registered with, supervised by and offers securities through Kovack Securities, Inc. 6451 N Federal Hwy., Ste. 1201, Ft. Lauderdale, FL 33308. 954-782-4771 Member FINRA/SIPC. Investment Advisory services are offered through Kovack Advisors, Inc. Edwards & Associates Financial Services, Inc. is not affiliated with Kovack Securities, Inc./Kovack Advisors, Inc.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•11

2014 Fiv

e Star W

ealth M

anag

ers—

ww



Bill Terrill

Wealth Management Strategies Built on Experience, Knowledge and Integrity

• Collaborative planning process

• Proactive portfolio strategies

• Knowledgeable, customized advice

Left to right: William Fussell, Financial Advisor; three-year winner Bill Terrill, CFP®, Private Wealth Advisor; Kristen Gri� ths, Client Service Coordinator; Kayla Van Horn, Product and Advice Manager

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

Terrill, Fussell & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

10220 Southwest Greenburg Road, Suite 120Portland, OR 97223

Phone: 503-808-1515

[email protected] • williamdterrill.com

Terrill, Fussell & Associates, a private wealth 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.

Gretchen Stangier

Trustworthy • Comprehensive • Solutions

• Individualized attention and service

• Practical � nancial solutions and advice

• Integrity, reliability and commitment

Three-year winner Gretchen Stangier, CFP®, Founder and Financial Coach

Since 1998, Gretchen Stangier has been providing clients with practical � nancial advice and planning solutions customized to their individual needs. She understands the complexities of today’s � nancial and investment environments. Through her knowledge and experience, Gretchen guides her clients throughout their � nancial journey and helps give them con� dence in their plan.

9955 Southeast Washington, Suite 101Portland, OR 97216

O� ce: 503-257-0057

[email protected]

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional



FS•12

2014 Fiv

e Star W

ealth M

anag

ers—

ww


Davida Wilson

27 Years of ExperienceMakes the Di� erence

• Portfolio management

• Retirement planning

• Tax-e� cient strategies

Two-year winner Davida Wilson, CFP®, Senior Investment Management Consultant, First Vice President, Financial Advisor

As a 2013 and 2014 Five Star award winner, I have 27 years of experience helping clients as a � nancial advisor, always with the same � rm. My previous business background as the CFO for VIP’s Restaurants, Inc. in Salem, Ore., and my audit experience with Peat Marwick, Portland, Ore., and Singleton Fabian Derbyshire, London, England, have given me the tools to help my clients preserve their assets, even in a di� cult investment environment.

805 Southwest Broadway, Suite 2300Portland, OR 97205

Direct: 503-221-7646 • Toll-free: 800-547-1526

[email protected]/davida_wilson

Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. Certi� ed Financial Planner Board of Standards Inc. owns the certi� cation marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S. ©2014 Morgan Stanley Smith Barney LLC. Member SIPC.

Diana Harrison

15350 SW Sequoia Pkwy., Ste. 150 Portland, OR 97224 O� ce: 503-906-5205 [email protected] www.FI-Team.com

• Goal: to be your trusted advisory team by o� ering you individualized investing through communication and education

Stellar Service and Catered Approach

Diana con� dently constructs a comprehensive � nancial plan that is � exible and strongly tailored to your needs. Distinctive events and excellent communication set Financial Investment Team above the rest.

Securities and investment advisory services o� ered through NEXT Financial Group, Inc. Member FINRA/SIPC. Investment advisory services also o� ered through Financial Investment Team, Inc., an investment adviser registered with the state of Oregon. Financial Investment Team, Inc. is not an

a� liate of NEXT Financial Group, Inc. California Insurance Licenses OG28007, OE79360.

CPA, CFP®, CWS®, CDFA™ Financial Investment Team

Doug Moshofsky

805 SW Broadway, Ste. 2300 Portland, OR 97205 Direct: 503-221-7643 [email protected] www.morganstanleyfa.com/moshofsky

• Help clients align their � nancial lives with personal core values • Help g enerate an income to sustain lifestyle • Help clients to build a legacy for the ones they love

The Practice Focus

As a 2012, 2013 and 2014 Five Star Wealth Manager, I oversee and coordinate the � nancial strategies for successful families in the Paci� c Northwest. My consultative wealth management process helps clients address both their investment strategy and advanced planning needs. This includes preserving wealth, taking care of heirs and loved ones, helping to protect their assets from being unjustly taken, and helping them with charitable interests and giving strategies.


Vice President, Financial AdvisorSr. Investment Mgmt. Consultant CFP®© Fi

ve St

ar Professi

onal

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•13

2014 Fiv

e Star W

ealth M

anag

ers—

ww



R.J.F. Inc.Molalla, OR 97038Office: [email protected]

Ron Farner

M r. Farner provides 20-plus years of c o m p r e h e n s i v e a d v i s o r y a n d a s s e t management services, using both technical and fundamental analysis. He is president of R.J.F. Inc. and works as a special-needs trustee and conservator with the state of Oregon.

National Asset Management Inc. an SEC-Registered Investment Advisor and a� liate of National Securities Corporation,

Member FINRA/SIPC.

Sr. Wealth Manager, MBA

1300 SW Fifth Ave .Portland, OR 97201 Office: 503-886-2671 Cell: 503-804-6228 [email protected]

Joel K. Greenblum

Joel has more than 25 years’ experience in wealth management. He provides comprehensive, values-based investment planning and specializes in building, managing and preserving clients’ wealth.

Advisor selection is not re� ective 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 0314-00566 03/2014].Investment and Insurance Products:

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

Sr. Financial Advisor, MBA, V.P. Investments, PIM Portfolio Mgr.

The H Group, Inc. 3395 SW Garden View Ave. Portland, OR 97225 Phone: 503-292-5853 [email protected] thehgroup.com

Dale Hadley

Advising successful client families in the areas of financial, retirement and investment planning and management. My work with clients is objective, independent and fee only, and helps clients strategically plan their financial future.

Financial Advisor, CFP®

10220 SW Greenburg Rd., Ste. 320 Portland, OR 97223 Office: 503-892-1342 Cell : 503-358-6856 [email protected]

Rick Pasha Horiuchi

I provide personalized financial advice based on your goals and risk tolerance so that you can feel confident about your retirement.

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.

Financial Advisor, CFP®

Lettin & Company 25415 SW Meadowbrook Ln.Sherwood, OR 97140 Office: 503-925-0554Toll-free: 877-777-0705 [email protected]

Robert E. Lettin

Economic science has offered a solution to successful investing. This academic approach has removed all speculating, gambling and marketing time from the investment process. Our mission at Lettin & Company, Inc., is to deliver world market returns with less risk and less expense. Please give us a call to hear more about this Nobel Prize-winning investment process.

Investment Adviser Representative

“You will never get rich by just saving money — you must invest in

opportunities to build wealth.”

— Five Star award winner

Financial planning is a

holistic approach to financial well-being.

— Five Star award winner

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

SPECIAL ADVERTISING SECTION 2014 F

ive S

tar Acco

un

ting

and

Estate P

lann

ing

Pro

fession

als—

ww


FS•14

2014 Portland

Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning Attorneys.of Award Winners

Determination

Regulatory ReviewAs defined by Five Star Professional, the accounting or estate planning professional has not:

• Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine.

• Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process.

• Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority.

• Filed for personal bankruptcy.• Been convicted of a felony.

Five Star Professional conducts a regulatory review of each candidate. Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists.

• Each candidate 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.

• Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winner.

• Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the opportunity to submit complaints regarding a potential winner.

• 529 award candidates in the Portland area were considered for the Five Star Certified Public Accountant award. 7 (approximately 2 percent of the award candidates) was named a 2014 Five Star Certified Public Accountants.

• 575 award candidates in the Portland area were considered for the Five Star Estate Planning Attorney award. 19 (approximately 4 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys.

• The award methodology does not evaluate the quality of services provided.

Five Star Accounting and Estate Planning Professionals


AccountingJames Baumbach ∙ Rick L. Hug, CPAJeff Chaidez ∙ Stefani ChaidezJerome Eckstein ∙ Jerry Eckstein, CPABruce Frederick ∙ Bruce P. Frederick, CPADouglas Henne ∙ Isler NorthwestJames Peters ∙ Peters & CompanyNancy Winn ∙ Nancy Winn, CPA

Estate PlanningRon Bailey ∙ Duffy KekelChristine Brown ∙ Garvey Schubert BarerJeffrey Crook ∙ Jeffrey A. Crook, AttorneyPatrick J. Green ∙ Davis Wright TremaineHeather Guthrie ∙ Dunn Carney Allen Higgins &

TongueGeorge Guyer ∙ Guyer Meisner, AttorneysGregory Harris ∙ Harris & BowkerBob Kabacy ∙ Kell, Alterman & Runstein

Page 15Joshua Kadish ∙ Wyse Kadish Page 16

Stephen Kantor ∙ Samuels Yoelin KantorEmily Karr ∙ Stoel RivesRobert Le Chevallier ∙ Buckley LawGregory Levinson ∙ Levinson LawJames McVittie ∙ Legacy

Preservation LawMarsha Murray-Lusby ∙ Dunn Carney Allen

Higgins & TongueHelen Rives Pruitt ∙ Wyse Kadish Page 16Erik Schimmelbusch ∙ Schimmelbusch Law GroupPenny Serrurier ∙ Stoel RivesJohn Whearty ∙ MacLaren & Whearty

Eligibility Criteria – Required1. Credentialed, licensed attorney. 2. Actively employed as a credentialed professional in

the estate planning services industry for a minimum of five years.

3. Favorable regulatory and complaint history review. 4. A minimum of 50 percent of practice focus on estate

planning services. 5. Accepting new clients.

Evaluation Criteria – Considered 6. Number of transactions in last 12 months. 7. Number of client households served. 8. Industry and board certifications. 9. Education and professional designations. 10. Pro bono activities.

Estate Planning AttorneysEligibility Criteria – Required 1. Credentialed Certified Public Accountant (CPA).2. Actively employed as a credentialed professional in

the accounting services industry for a minimum of five years.

3. Favorable regulatory and complaint history review.4. Accepting new clients.5. Spend more than 50 percent of their time on taxation

or other accounting services.

Evaluation Criteria – Considered6. One-year client retention rate.7. Five-year client retention rate.8. Number of clients served.9. One-year billing realization rate.10. Educat ion and profess ional des ignat ions/

certifications.

Certified Public Accountants

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•15

2014 Fiv

e Star A

ccou

ntin

g an

d E

state Plan

nin

g P

rofessio

nals

— w


Research Disclosures• Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public

Accountants or Estate Planning Attorneys. Once awarded, accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products. • The Five Star award is not indicative of an accounting or estate planning professional’s future performance. • The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional or Portland Monthly. • 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, go to www.fivestarprofessional.com. • 529 award candidates in the Portland area were considered for the Five Star Certified Public Accountant award. 7 (approximately 2 percent of the award candidates) were named 2014 Five Star Certified Public Accountants. • 575 award candidates in the Portland area were considered for the Five Star Estate Planning Attorney award. 19 (approximately 4 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys. • The award methodology does not evaluate the quality of services provided.

Robert E. KabacyMaking Estate and Business Transition Planning Understandable

Areas of Focus: Estate Planning and Business Transactions

2014 winner Robert E. Kabacy

• Helps protect your wealth with values-based planning• Values long-term client relationships built on trust and service• Creator of Tax-Calc Now™, the estate and � nancial planning iPhone app

I was a 2012, 2013 Five Star Wealth Manager skilled in comprehensive estate planning, wills, trusts and business transition strategies for estates of all sizes. My clients rely on me to use innovative lifetime-planning techniques and programs to create personalized solutions that help meet their wealth transfer, tax planning, family and business transition goals. I have navigated multifaceted questions of law, � nance, taxation and family relations for 20 years.

I know that estate and business transitions can be fraught with emotion. In fact, I wrote “Last Wishes: a Family Guidebook” 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 as well as the respect and sensitivity I bring to each of my client relationships.

520 Southwest Yamhill, Suite 600 • Portland, OR 97204 | 12405 Southeast 2nd Circle • Vancouver, WA 98684Portland: 503-222-3531 • Vancouver: 360-993-1133

[email protected] • www.kelrun.com

Robert E. Kabacy licensed to practice law in Oregon and Washington.

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional


FS•16

2014 Fiv

e Star A

ccou

ntin

g an

d E

state Plan

nin

g P

rofessio

nals

— w


Research Disclosures• Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public

Accountants or Estate Planning Attorneys. Once awarded, accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products. • The Five Star award is not indicative of an accounting or estate planning professional’s future performance. • The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional or Portland Monthly. • 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, go to www.fivestarprofessional.com. • 529 award candidates in the Portland area were considered for the Five Star Certified Public Accountant award. 7 (approximately 2 percent of the award candidates) were named 2014 Five Star Certified Public Accountants. • 575 award candidates in the Portland area were considered for the Five Star Estate Planning Attorney award. 19 (approximately 4 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys. • The award methodology does not evaluate the quality of services provided.

Wyse Kadish LLP

Committed to Clients, Practice, Community

• Wills, trusts and estate tax planning — trust and estate administration

• Business succession planning — planning for the family vacation home

• Premarital agreements — domestic partnership agreements

Left to right: 2014 winner Helen Rives Pruitt, Merrill Maiano 2014 winner Josh Kadish, Katharine West

Wyse Kadish LLP provides a broad range of services to individuals and businesses. In a supportive, small-� rm atmosphere, we work closely with our clients to understand their goals, explore options and focus on the best solutions.

621 Southwest Morrison Street, Suite 1300Portland, OR 97205-3816

O� ce: 503-228-8448Fax: 503-273-9135

www.wysekadish.com

Looking for Other Great Professionals?

Professionals interested in learning more about Five Star Professional, please call 888-438-5782.

Go to www.fivestarprofessional.com· Wealth Managers· Certified Public

Accountants· Estate Planning

Attorneys

· Real Estate Agents· Mortgage

Professionals· Home/Auto Insurance

Professionals

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

© Five

Star

Professional

special advertising section star five star wealth … · earl hines ˛ hines & warner wealth...

Documents