WHO
WE ARE

Local and Personal

We are a Portland-based boutique firm fiercely dedicated to improving the lives of people.

Our Commitment Goes Beyond Us

We are locally owned and managed. We have access to quality alternative and creative investment solutions that can be tailored to each individual client. We do not charge our clients to utilize our financial planning services and software. We choose to invest in Northwest real estate to keep our money local. We maintain a global perspective and invest in international markets.

Meet The Team


Raymond Birch

Ray Birch is the founder and elder statesman at Pinnacle Wealth Advisors. Born and raised in South Africa, Ray moved to Portland in the early 90’s because he fell in love with the Northwest beauty and vibe.

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Aaron Christopherson

Aaron is a Certified Financial Planner (CFP) and an Advisor (IAR). He brings his experience working with investment selection, personalized planning and financial problem solving to individuals, families and businesses.

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Randy Gay

Randy is passionate about helping families and business owners reach their retirement goals as well as creating compelling solutions for plan sponsors in the retirement plan marketplace.

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Tyler Nagel

Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses.

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Giving Back to People

The Shoe That Grows


Innovation and thinking big are two attributes we believe in. This is why when we saw "The Shoe That Grows," we knew we had to support this organization.

With humble beginnings, Kenton Lee set out to create a shoe that could solve a very big problem: Millions of children are barefoot and exposed to diseases and harm. A pair of shoes simply does not solve this issue. Why? Because children grow out of their shoes too quickly. With the help of Portland shoe designers, Kenton created the first shoe that literally grows with a child. This is game changing.

These shoes adjust five sizes and last five years, providing protection and health for children who need it the most. The shoe costs $15 to produce and thousands are already on the feet of children in Africa. We hope you will join us in supporting this incredible effort. theshoethatgrows.org

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PINNACLE VALUES