We’ll respond to email messages within two business days, and often sooner. Please call with urgent concerns so we can serve you more quickly.
Other ways to get in touch with us:
CORVALLIS OFFICE – Kay Dee Cole, CFP®
262 NW Polk Ave.
Corvallis, Oregon 97330
Send Kay Dee an email
PORTLAND OFFICE – Todd Porterfield, CFP®
6915 SW Macadam Avenue
Portland, Oregon 97214, Suite 145
Send Todd an email