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555 SE 99th Avenue, Suite 103-A

Portland, Oregon 97216


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Travis Price

Wealth Manager

Native of Vancouver, WA, I have much invested in the community, family and friends here in the Pacific Northwest. My wife, Christina, and I have been married for 25 years and have two beautiful children, Trevor, 22, working as a...

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Matt Mai

Financial Advisor

Matt Mai has 9 years of experience as a financial advisor. He helps clients with their investment portfolio to determine how much risk they want to take, how much risk they’re currently taking and the risk they may need to take...

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Erin Burke

Financial Assistant

Erin Burke, Financial Assistant Erin began her career in the financial services industry in 2000 with a small firm in California. Her responsibilities have ranged from assisting with meeting coordination and report preparation, to...

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Stephen Nolan

Financal Assistant

Stephen has worked for companies of all sizes in several different fields, and the one common thread throughout is a passion for helping people. If he can help you with a project or solve a problem it makes his day that much better....

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