Our Commitment Goes Beyond UsWe are locally owned & 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 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 More
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.Show More
After working in medicine for over 20 years, Brian knows firsthand the commitment involved in taking care of people.Show More
Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses.Show More
Shawn 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 More
Rachael joined Security First Advisors in 2012 as a Client Service Specialist, supporting the partners in the firm by providing client service, account processing, quality control, and working on special projects. Rachael’s passion involves helping others and providing “Raving Fan” service to all clients. She is a detail-oriented, conscientious worker with great communication skills and […]Show More
Lou 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 More
In practice since 1981, a Certified Financial Planner® since 1986, and a Certified Financial Transitionist® since 2014, as one of three partners of a fee-based Registered Investment Advisory firm, he helps navigate your financial transitions. Our goal is to listen to our clients and create customized, strategic approaches to help them reach their life goals. […]Show More
Evan 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 More
Margaret joined Security First Advisors in 2004. She was hired away 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. At Security First Advisors, Margaret loves learning new things and utilizing […]Show More
With 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 More
Born 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 the Pacific. She graduated from Pacific with a B.A. in Business Administration, focusing on management. She […]Show More
Kelly joined Security First 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, Security First Advisors has provided an ideal […]Show More
Tiffany’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 More
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