Portland, OR
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Updating Financial Advisors
Darren started working in the financial services field in 1997. Since 2001, he has served as a Financial Advisor and Investment Advisor Representative. He enjoys helping his clients plan for... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
The retirement transition and modern aging are complex matters with a lot of moving parts. Too many folks fail to plan properly and make unsalvageable retirement and investment decisions. I... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Retirement Planning‚ Tax Planning
Kimberlee Lomas is licensed as a financial advisor and is based out of Hillsboro, OR. Lomas works for Sagepoint Financial and has successfully completed the Series 7, 24, 63 and... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
I have been in the financial industry since 1994. For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning
As a member of the leadership team for Prudential Financial in the state of Oregon, I have responsibility for selecting and developing high-quality advisors in the areas of relationship-based sales... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
Michael B. Julian is an Associate Senior Vice President and Senior Portfolio Manager. He has nearly 30 years of experience in personal wealth management. He holds a Certified Financial Planner... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Alec Horley is an investment advisor. If you have any questions for Mr. Horley, please call 1-855-606-5480 or email at [email protected]
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
Seasoned Compliance Professional with expert knowledge of FINRA and SEC regulations applied in both institutional and retail Broker Dealer and RIA settings allows me to formulate and communicate a strategic... show more
Cole is a Portlander through and through--a lifelong Blazers fan and living within five miles of his childhood North Portland neighborhood. In 1999, he started his financial career as an... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Douglas Eikenberry is a financial advisor with Umpqua Investments, Inc. primarily works with Individuals, High Net Worth Individuals. Douglas Eikenberry operates out of Portland, OR.