WE ARE
Local and Personal
We are a localized boutique firm fiercely dedicated to improving the lives of people.Our Commitment Goes Beyond Us
We are locally owned & managed. We have access to quality alternative and creative investment solutions that can be tailored to each individual client. We choose to invest in regional real estate to keep our money local. We maintain a global perspective and invest in international markets.Meet The Team
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.
Show MoreRandy 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.
Show MoreAfter working in medicine for over 20 years, Brian knows firsthand the commitment involved in taking care of people.
Show MoreTyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses.
Show MoreShawn embarked on his career at Morgan Stanley, where he spent over a decade dedicated to helping clients achieve their financial goals. His unwavering commitment to enhancing client service, expanding relationships, and developing tailored financial strategies set him apart in the field. Recognizing an opportunity to better serve his clients through high-quality alternative investments and […]
Show MoreRachael is a Certified Financial Planner™ (CFP®) and Investment Advisor (IAR) with 13 years of experience in the financial services industry. Rachael is dedicated to helping clients achieve their personal financial goals. Known for her detail-oriented approach, strong communication abilities, and exceptional follow-through, Rachael builds long-term, trusting relationships with clients. She takes pride in guiding […]
Show MoreLou is a licensed Certified Financial Planner® practitioner with nearly thirty years of experience in providing personal financial planning. Lou has a Bachelor’s degree in Education, and his love for teaching has continued throughout his personal and professional life. He has taught numerous CFP® candidates as an adjunct faculty member of the College for Financial […]
Show MoreRon has been in practice since 1981, a Certified Financial Planner® since 1986, and Certified Financial Transitionist® since 2014. Ron helps bridge the two sides of money: the numbers and the personal side. Ron has served as president and chair of the board of the Oregon Society of the Institute of Certified Financial Planners and […]
Show MoreEvan has been practicing comprehensive financial planning since 1981. He graduated with a Bachelor of Science in Financial and Estate Planning from Brigham Young University in 1982. Evan received his Certified Financial Planner designation in 1985 and is a trained Sudden Money Institute (SMI) and Money Quotient (MQ) Advisor Evan assisted in the creation and […]
Show MoreMargaret was hired in 2004 from another local firm through a personal connection with one of our advisors. Although Margaret has an English Degree from the University of Georgia, she has worked in the financial world since 1998. Margaret loves learning new things and utilizing strategy and planning to help others be successful in their […]
Show MoreWith a passion for helping others succeed, Hannah finds great satisfaction in working closely with the firm’s wonderful clients and developing strong relationships to support them on their financial journey. Before joining Pinnacle Wealth Advisors, Hannah served as an assistant director at a preschool and supervisor at an athletic club, gaining valuable experience in organization […]
Show MoreBorn and raised in Anchorage, AK, Courtney moved to Forest Grove, OR, in 2000 to attend college at Pacific University. She chose the PNW since it’s not too far from home, and she loved the small community feel of Pacific. She graduated from Pacific with a B.A. in Business Administration, focusing on management. She also […]
Show MoreKelly joined Pinnacle Wealth Advisors in early 2020 as the receptionist and quickly found her stride, shifting into a Client Services Representative role a couple of months later. Her work is fulfilling when it allows her to support and learn from those around her, and from day one, Pinnacle Wealth Advisors has provided an ideal […]
Show MoreTiffany’s extensive experience in healthcare as a dental hygienist and coordinator shines at Pinnacle Wealth Advisors. Passionate about client service, she excels as an office administrator, balancing work with her love for family, sports, and gardening.
Show MoreJustin is a Certified Financial Planner®, holding his Series 7, 63, 66, 9, 10, and Insurance licenses. Prior to joining Pinnacle Wealth Advisors, Inc. Justin worked for Fidelity. He embarked on his financial planning career after graduating from Brigham Young University and earning a degree in Communications with an emphasis in Journalism. He joined Pinnacle […]
Show MoreGiving 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