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5550 South Macadam Avenue Ste 110 Portland, OR 97239

503-673-2828
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Navigating Financial Planning

We help you chart your course with expertise & guidance 

LET'S GET STARTED

Select Your Goal & We Will Help You Navigate The Waters

Save For Retirement
Buy A Home
Investment Management
Save For College
Protect My Income
Protect My Family

Meet Our Team

Christian D'Urso

Christian D'Urso, CRPC

Founder & Chief Investment Officer, CA Insurance Lic# 4046226

Paul Spangler

Paul Spangler

Operations Director & Wealth Advisor

DeLynn Shogren

DeLynn Shogren

Associate Wealth Advisor

Brandon Trank

Brandon Trank

Associate Wealth Advisor

Kataya Plett

Kataya Plett

Operations Manager

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.