Meet Our Team
Relying on the foundational elements of ‘Trusted Guidance & Comprehensive Solutions,’ Alex serves our clients by assisting in the development of their integrated financial plans. Behind the scenes, Alex's responsibilities include procurement and support of new business opportunities as well as assisting with portfolio construction. In addition, Alex researches industry best practices to help ensure clients financial goals are being met. Alex enjoys conversing with portfolio and fund managers on the nuances of finance so that he may pass along to clients the importance of sound investment practices.
Alex grew up in Eugene where he also attended the University of Oregon, receiving Bachelor of Science degrees in both Business Administration and Economics. When Alex is not working, he enjoys spending time with family and watching his St. Louis Cardinals and Oregon Ducks.
Megan is an Oregon transplant and has lived in the beautiful state for the last 5 years. She enjoys camping and fishing in the multitude of gorgeous locations so close to home! She graduated from San Francisco State University with a degree in Communications and enjoys using her skills to help others achieve their goals. She reserves weekends to do fun things with her kids, is an avid movie goer and loves an opening weekend matinée flick with the family. Megan and her husband have a dream to open a drive-in movie theater/community center for Lane County to enjoy. Megan is happy to be a part of the team!