Jon D. Lawry, CFP®, RICP®, BFA™
Co-Founder
(503) 616-7480
Jon grew up in Keizer, OR and graduated from Oregon State University. While at OSU Jon studied Business and Engineering, and ultimately received his Bachelor's degree in Business and minor in Engineering. Jon has been in the financial...
W. Nick de Freitas, BFA™
Co-Founder
(503) 616-7480
Nick is a lifetime resident of Portland, Oregon, and a graduate of Western Oregon University. While at WOU, he studied Accounting and Economics, participating in the school's basketball program in his spare time. Before entering the...
Angela Nichols
Executive Assistant
(503) 616-7480
Angela grew up in the small town of Mulino, OR and graduated from Portland Community College with a degree in Interior Design. Angela worked in the Mortgage industry for 13 years as a Closing Specialist. In the fall of 2018 she decided...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.