Meet The Team
Founder & President
As a financial advisor with over 30 years of experience in the financial services industry, Daryl has received numerous certificates and awards for his service and dedication. His areas of specialty include goal-based investment management, retirement planning and business consulting
Vice President Investments
Kris brings valuable insight to our investment team. He focuses on working with clients to help them achieve their financial goals, and he believes educating clients on markets and the economy is an important part of the advisor-client relationship.
Janie's extensive knowledge of the Medicare system helps clients to navigate their initial transition to Medicare as well as the various ongoing annual enrollment periods. She enjoys answering clients' questions and finding plans that meet their needs.
Co-Founder & Portfolio Manager
Clint works with clients to visualize their financial future by projecting cash flows and net worth into the future and ensuring it meets a client’s ultimate goals. He takes those plans and turns them into reality via strategic investment management in concert with the rest of our investment team.
Once you begin working with an Advisor, you'll quickly get to know Annie who takes cares of almost all of our clients' account needs. She grew up in Central Oregon and loves spending time outdoors hiking, kayaking or climbing.
Now, we look forward to meeting you...