Broker Check

The Team

team∙work, noun:
Cooperative effort by the members of a group or team to achieve a common goal.

Damian Rothermel, CFP®

Financial Planner

(503) 730-8644

(888) 523-8320

As your Financial Planner, I coordinate the financial planning process and help identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. My team and I implement customized strategies...

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Will Barnby

Operations Director

(971) 404-8662

(888) 523-8320

Will assists with scheduling and appointments, paperwork processing, and responsive client service always making sure that the process is seamless and convenient for you.

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Our Other Professional Resources

As needed, we take a collaborative approach with other relevant professionals. This additional knowledge is part of our process to pursue your wealth and lifestyle goals.

Our Strategic Partners Include:

  • Estate Lawyer
  • Certified Public Accountant
  • Mortgage Broker
  • Real Estate (Commercial and Residential)

"Business has to enhance people's lives or it's simply not worth doing. 

- Richard Branson, The Virgin Group