About Us

I’m a fourth-generation Portlander with over 30 years of experience helping clients build, manage, and preserve their wealth. I work closely with business owners, professionals, and executives who aspire to achieve a work-optional lifestyle.

To support that vision, our firm has developed and refined a comprehensive approach called The Dynamic Formula — a process designed to connect every piece of a client’s financial puzzle. This panoramic, all-encompassing method coordinates with each client’s trusted advisors and service providers, ensuring that everyone has a complete and aligned financial picture.

I live in Lake Oswego, Oregon, with my wife and our two children. Outside the office, I enjoy CrossFit, golf, fishing, and — most of all — spending quality time with my family.

No strategy assures success or protects against loss.

Check Out Brent's Client Testimonials!

Hi, I’m Kara! I’m passionate about delivering an exceptional experience for our clients and making sure everything behind the scenes runs smoothly. I take pride in the little details and believe that doing things right the first time makes all the difference. What I love most about my work is the relationships I get to build — getting to know our clients, understanding their goals, and being someone they can trust over the long term.

I bring more than 18 years of experience in the financial industry, with a background that has given me a well-rounded perspective on how to best support clients and teams alike. I started my career in 1993 at Prudential Securities, and over the years I’ve held a variety of roles — from sales assistant and administrator to sales and junior partner — with firms like Merrill Lynch, RBC Wealth Management, and Piper Jaffray. Each step along the way taught me something new about collaboration, communication, and the importance of doing what’s right for clients.

After several busy and fulfilling years in the industry, I decided to take a break to focus on raising my daughter, Lauren. Those years were incredibly meaningful — I loved being deeply involved in her schools and volunteering in our community. When I returned to the professional world, I brought with me a renewed sense of purpose, patience, and balance that continues to shape how I approach my work every day.

I’m a proud Oregon native! Although my family moved around quite a bit when I was young, we eventually made our way back to Portland — and I’ve never wanted to leave. I studied at Portland State University and now live in Tigard with my husband, Jason. When I’m not in the office, you can usually find me on the golf course with my family, planning our next trip, volunteering in the community, playing with our adorable Corgi, Rosie, or cheering on the Timbers and Thorns (I’m a big soccer fan!).

I believe in deeply understanding each client—where they are today, where they want to go, and how factors like risk tolerance, family dynamics, and long-term goals influence their financial decisions. My commitment is to pair thoughtful planning with a disciplined, non-emotional investment approach to help clients pursue financial independence.

For more than 33 years, I’ve navigated clients through periods of growth and volatility, tailoring portfolios to their unique needs while delivering boutique-style service and guidance every step of the way.

Outside the office, I enjoy staying active, competing on the tennis court, and—together with my wife, Mary—raising our three daughters, Gabriela, Adriana, and Marisa, into confident young women.