Who We Are

Our Advisors

Christopher K. Winn

Christopher K. Winn

CFP® MBA CDFA™

Chris has been providing holistic wealth management advice to his busy clients for more than 14 years. He operates on simple philosophy: help people.
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Erik F. Miller

Erik F. Miller

CFP® ChFC CASL™

Erik has been in the Portland-area financial services industry for nearly 25 years. His broad work experience ranges from annuities and group.
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Jonathan E. Kahrs

Jonathan E. Kahrs

CFP® MBA

Jon emphasizes transparency and simplicity in his relationship with his clients. He likes to integrate financial thought and theory into sensible.
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