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 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
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.
Show MoreRaymond 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. Ray holds a Business Studies Diploma from Helderberg College, South Africa, and a BBA Degree from Andrews University. In 1997 he earned the CMFC “Chartered Mutual Fund Counselor” designation offered by the Institute for Wealth Management. With over a quarter century of experience in the Wealth Management arena, Ray understands that investing is a marathon and not a sprint, having walked alongside clients through both bull and bear markets over the course of his career. Ray has a great love of life, and can be found exploring Portland, golfing at his favorite club or enjoying traveling with his wife Deb. He also relishes spending time with his family and two granddaughters.
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.
Show MoreAaron Christopherson
Aaron is a Certified Financial Planner (CFP) and an Advisor (IAR). Prior to joining Pinnacle Wealth and armed with a B.S. in Business from Washington State University, he spent time running his own business, focused heavily in the real estate and financing arenas. Aaron brings extensive experience working with investment selection, personalized planning and financial problem solving to individuals, families and businesses. Aaron and his wife have three children: Israel, Charlie and Kingsley…and can regularly be found enjoying every moment possible with their growing family.
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.
Show MoreRandy 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. Before joining the team at Pinnacle, Randy started his financial career at AXA Advisors in 2008 as a private wealth manager, retirement plan specialist, and financial planner and then joined NW Tax and Wealth Advisory Group.
Tyler Nagel
Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses.
Show MoreTyler Nagel
Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses. He earned the LUTC designation with the Life Underwriter Training Council, an insurance training and education institution, in the year 2000. Tyler began his career in financial planning in 1995 after earning a Bachelor of Science degree in Journalism and Communication from the University of Oregon. He also studied for two years at the United States Air Force Academy in Colorado Springs, Colorado as an undergraduate after receiving a Congressional appointment in 1991 from United States Senator Mark O. Hatfield. Prior to joining Pinnacle, Tyler was the President of Financial Techniques, Inc. for 15 years in Portland, OR and worked for NW Tax & Wealth Advisory Group, Inc. These years were crucial to his building an advanced understanding of investment, retirement and insurance planning.
Brian Timm
After working in medicine for over 20 years, Brian knows firsthand the commitment involved in taking care of people.
Show MoreBrian Timm
After working in medicine for over 20 years, Brian knows firsthand the commitment involved in taking care of people. Initially obtaining his undergraduate degree from Oregon Institute of Technology, he then went on to earn his Physician Assistant degree at the University of Washington. Shifting from helping patients take care of their physical health to helping clients take care of their financial health, Brian understands the complexities and disciplines that are required to creating financial security. As an advisor (IAR) at Pinnacle, Brian believes financial plans are foundational to achieve this security. Brian has incredible passion working with clients to get their money working as hard for them as they work for their money. When not at the office, Brian can be found with having fun with his wife and two children.
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
