Contact Information for Salem Oregon and Wilsonville Oregon Offices

How to Contact Me

Salem Oregon Office Number: (503) 363-1550

Salem Oregon Fax Number: (503) 363-7462

Wilsonville Oregon Office Number: (503) 570-8727


Address for Salem Oregon Office

187 High Street S.E.

Salem, Oregon 97301

Address for Wilsonville Oregon Office: (By appointment only)

28652 SW Costa Cir E.

Wilsonville, OR 97070

Hours of Operation

Saturday and Sunday: Closed

Monday – Friday: 8:30 am – 5:30 pm

If the times above do not work for you, please contact me and we can work out an alternative time to meet. Meetings can be either in-person or done remotely. 

Contact Form

Fee Structure

Rate Assets Under Management
1.44% Below $125,000
1.00% Between $125,000 and $750,000
.85% Between $750,000 and $1,250,000
.80% Between $1,250,000 and $1,750,000
.75% Between $1,750,000 and $2,500,000
.70% Between $2,500,000 and $3,250,000
.65% Between $3,250,000 and $4,250,000
.60% Above $4,250,000

A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.

Please set up a meeting today to find out more about how I can help you. Together we’ll work to create a better future for yourself and your family. You can also contact me through Facebook, LinkedIn, Twitter and Youtube. If you have a specific question, please send it to me through Facebook. I answer questions there all the time. I’m always happy to help.

Please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.

E-Book Download

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