About
About UsA Partner On Your Life Journey.
From diverse professional backgrounds, our founding partners converged with a shared vision: to prioritize your unique financial needs. Our approach is anchored in honesty, responsibility, empathy, and a steadfast commitment to service. We recognize that successful financial planning extends beyond simple transactions—it requires a deep understanding of your long-term ambitions.
We believe the most pivotal investment decision is not just about which asset to purchase, but how to allocate assets based on your attitudes, objectives, circumstances, and capacity for risk. This philosophy drives our every action.
About Us ContinuedA Partner On Your Life Journey.
We acknowledge the active and complex lives you lead. Navigating the intricate world of investments can be overwhelming, and we are here to streamline the process. Our clients find solace in the expertise of specialized investment professionals, guiding them through the complexities of wealth accumulation and estate preservation.
In coordination with tax, legal, and insurance professionals, we ensure a holistic approach to your financial planning. We adhere to a disciplined strategy to balance risk and return, safeguarding your financial stability. We are staunch believers in client education, equipping you with the knowledge to make informed decisions about your financial future.
We are not just managing your investments, we are investing in your life. Your dreams, your goals, your future—they are all at the heart of what we do.
Leonard Nelson Founder, President, & Financial Advisor
My passion lies in witnessing the transformation of my clients as they transition from their careers into fulfilling retirements. I take pride in ensuring we have effectively transitioned their investment strategy from wealth accumulation to income distribution.
I graduated cum laude from the University of Idaho in 1982, earning a double degree in finance and business management. My love for numbers and their potential led me to this path. I had two paths in front of me after college - to work behind the scenes as a financial analyst or portfolio manager or to engage directly with clients. I chose the latter, and it's been a rewarding journey witnessing the results we achieve together.
Throughout my career, I have learned to navigate the complexities of investing, taking advantage of opportunities as they arise. I strive to provide a steady hand, tempering the emotional highs and lows that often accompany the investment journey, and guiding my clients away from poor decisions.
My interest in financial planning was sparked by observing the adults in my life. My parents, like many others, never planned for the future. They saved some money and hoped for the best. I knew there had to be a better way. This drove me to explore investing and the power of making money work for you.
To stay at the forefront of the financial planning field, I regularly attend continuing education seminars. These cover a range of topics from investment and retirement planning to estate and trust planning and education savings programs. This ensures I can offer the most current information and solutions to my clients.
Outside of work, I am happily married to my wife, Cheryl. We are proud parents to our three children, Jacob, Elizabeth, and Spencer. While they have all grown up, they still live locally here in Portland. It is a joy to have them close.