2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 1
Special advertiSing Section
In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas
bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events
bull 63 percent of consumers say they receive the right amount of communication from their wealth manager
From research conducted by Five Star Professional April 2011
Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers
are financial advisors financial planners investment advisors tax advisors and estate planning attorneys
How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients
Portland Monthly and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent
Five Star Wealth Managers2012 portland
Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo
mdash Five Star Wealth Manager
In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Portland award candidates were identified using internal and external research data including a survey to more than
2600 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC
candidateSaward
The 2012 Five Star Wealth Managers are a select group representing less than 5 percent of the wealth managers in the Portland area(1)
Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list
aWarda Select
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ional
2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional or Portland Monthly bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future
investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 1454 award candidates in the Portland area were considered for the Five Star Wealth Manager award 260 (approximately 18 percent of the award candidates) were named 2012 Five Star Wealth Managers
diScloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $84 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 248
households)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 15400 households in the Portland area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningRussell Kilkenny Scarborough McNeese
OrsquoBrien amp Kilkenny
Matthew Lempner Financial Health Alliance
Gregory Levinson Levinson Law
Jeffrey M Owens The Business Planning Group
Estate PlanningAmy Apiado Moss Adams
Ron Bailey Duffy Kekel
Shirley Bass Shirley A Bass
Amy Bilyeu Cavanaugh Levy Bilyeu
Christine Brown Garvey Schubert Barer
Lisa Brumm AXA Advisors
Nancy Cowgill Stoel Rives
Heather Guthrie Dunn Carney Allen Higgins amp Tongue
Darin Honn Sussman Shank
Robert Kabacy Kell Alterman amp Runstein Page 10
Joshua Kadish Wyse Kadish
Stephen Kantor Samuels Yoelin Kantor
Emily Karr Stoel Rives
Robert Lechevallier Buckley Law
Michael Levelle Sussman Shank
James McVittie Legacy Preservation Law
Carolyn Miller Carolyn W Miller
Holly Mitchell Duffy Kekel
Gerald Montgomery Gerald E Montgomery
Marsha Murray-Lusby Dunn Carney Allen Higgins amp Tongue
Tim Nay Law Offices of Nay amp Friedenberg
C Richard Noble C Richard Noble Attorney at Law
Helen Reeves Pruitt Wyse Kadish
Garvin Reiter Law Offices of Nay amp Friedenberg
Dean Sandow Farleigh Wada Witt
Erik Schimmelbusch Schimmelbusch Law Group
Penny Serrurier Stoel Rives
Scott Strahm Strahm Law Group
Lloyd Summers Lloyd R Summers
Michael Wetzel Fitzwater Meyer
Financial PlanningBrent Abney Ameriprise Financial Services
Inc
Christina Aleckson Single Point Financial AdvisorsSecurities America Page 20
Gavin Amato Robert W Baird amp Company
John Andrea Thrivent Financial
Theresa Austria-Kenney Ameriprise Financial Services Inc
Alan Bacharach Park Avenue Securities
Todd Baird US Bancorp Investments Page 17
Daniel Bartosz Onpoint Community Credit Union
Marilyn Bergen Confluence Wealth Management
Kimberlee Bouska First Tech Investment Services
Greg Bowen Cascadia Wealth Management
Ronald Castner Ameriprise Financial Services Inc
Michael Clancy Merrill Lynch
Lindy Clark IAI
Thomas Clements Cascade Financial Advocates
Derrick Clouser Morgan Stanley Smith Barney
D Mike Collins Morgan Stanley Smith Barney
Nancy Congdon Nancy Congdon amp AssociatesAmeriprise Financial Services Inc
John Dakin Valic Financial Advisors
Yunny Dang Lincoln Financial Advisors
Dale Donaldson Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Jason Downey Morgan Stanley Smith Barney
Jason Drews Thrivent Financial
Erin Dwyer Ameriprise Financial Services Inc
Kristin Erickson Ameriprise Financial Services Inc Page 20
Adina Flynn Ameriprise Financial Services Inc
Russell Francis Portland Financial Advisors
Andrew Frazier Frazier Hunnicutt Financial
James Fread Ameriprise Financial Services Inc
Amy Groshong Ameriprise Financial Services Inc
Gabrielle Groshong Ameriprise Financial Services Inc
Raymond Grubbs Raymond J Grubbs amp Associates
Dale Hadley The H Group
Brent Hamilton WBH Financial Services
Gail Harrower Frazier Hunnicutt Financial
Gary Heuer Thrivent Financial Page 15
Shawn Higley The Partners Group Page 20
Mark Hildebrandt Ameriprise Financial Services Inc
Earl Hines Hines Warner Wealth Management Page 15
R Pasha Horiuchi Ameriprise Financial Services Inc
Mathew Hunnicutt Frazier Hunnicutt Financial
Tammy Jacobs Creative Wealth ManagementLPL Financial
Lonny Jochim Jochim amp AssociatesAmeriprise Financial Services Inc Page 9
Matthew Kibbe Morgan Stanley Smith Barney Page 20
Greg Kimura Frazier Hunnicutt Financial
Al Korb Ameriprise Financial Services Inc
Geoffrey Laroche Ameriprise Financial Services Inc
John Leal TIAA-CREF
Ralph Luchterhand Ameriprise Financial Services Inc
Robert Lumm Country Financial
Kristin Lyman Ameriprise Financial Services Inc
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Frederick Magenheimer Cornerstone Wealth Management
Hans Manseth Hjam Financial Services
Linda Marie Raymond James Financial Services
Daniel McCreath Merrill Lynch
Kip Mechals Cascadia Wealth Management
Michael R Mignano Ameriprise Financial Services Inc
KC Mink The Partners Group Page 20
Mark Moore M Steven Moore Company
Chris Mueller Ameriprise Financial Services Inc
Robert Musante Tribune Wealth Management
James Mustard The Legend Group
David Newbore Bacon Newbore Financial Consultants
Graeme Newhouse Merrill Lynch
Tonya Nichols Merrill Lynch
Conrad Pearson Pearson Financial Group Page 6 amp 7
Douglas Perry Cascadia Wealth Management
John Peyton Cascadia Wealth Management
Diana Platika Platika Financial Solutions
Andrew Pollack Ameriprise Financial Services Inc
Jim Price First Tech Federal Credit Union
Roy Rasera Professional Practices Group
Rick Rogers Stoneridge Wealth Management
Mark Rosenbaum Rosenbaum Financial
Judy Rubino Rubino amp SkedsvoldAmeriprise Financial Services Inc
Kristen Salt Ameriprise Financial Services Inc
Jim Schaller Summa Wealth Management
Amy Schlager AXA Advisors
Patrick Schmitt Ameriprise Financial Services Inc
Richard Singer Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Kari Skedsvold Ameriprise Financial Services Inc
C Brantley Smith Ameriprise Financial Services Inc
Gretchen Stangier Stangier Wealth Management Page 19
Steven Stiles Allstate Financial Services
Chris Stutes Cornerstone Wealth Management
Alice Tang The Business Planning Group
William Terrill Toews Terrill amp AssociatesAmeriprise Financial Services Inc Page 18
Shawn Thomson Van Vleck amp ThomsonAmeriprise Financial Services Inc
Jerry Tucker Pearson Financial Group Page 6 amp 7
Connie Tyson Tyson Schaub amp Wilson Page 13
Walter Urban Morgan Stanley Smith Barney
Douglas Van Allen Marathon Wealth Management
Anthony Vece Thrivent Financial
Ronald Wilkinson Security First Advisors Page 18
Joseph R Williams Financial Planners Northwest
Richard Williams The Strategic Alliance
Shiloh Wilson Ameriprise Financial Services Inc
Damon Winter Majestic Eagle Agency Page 21
Scott Winter LPL Financial
Eric Wishan Tribune Wealth Management
InvestmentsAndrew Anderson Wells Fargo
Advisors LLC
Travis Barsotti Merrill Lynch
Nathan Allen Bell The Guidance Group
Jane Bergin Morgan Stanley Smith Barney
Gary Brink Wedbush Securities
Kersten Broms Ameriprise Financial Services Inc
Justin Buell Wells Fargo Advisors LLC
Christopher Busby CFG Wealth Management
Dan Cavagnaro Morgan Stanley Smith Barney
James Christianson Wells Fargo Advisors LLC
Michael Chrysler Matrix Wealth Management
Rob Closs Wells Fargo Advisors LLC
Oliver Collins Merrill Lynch
Michael Craven Wells Fargo Advisors LLC
Thomas Davenport Preisz Associates Page 19
Kristian De Groot Morgan Stanley Smith Barney
John Deering Principal Financial Group
Daniel Deymonaz Wedbush Securities
Jane Drew Merrill Lynch
Paul Erenfeld Cascadia Wealth Management
Andrew Fisher Maxim Global Wealth Advisors
Lori Flexer Ferguson Wellman Capital Management
Dale Flick Wells Fargo Advisors LLC
James Frank Raymond James Financial Services
Chuck Gall RBC Wealth Management
David Garton Edward Jones
Joseph Gerkman Gerkman Insurance amp Financial Services
Scott Gettel RBC Wealth Management
Karen Goulding Merrill Lynch
Joel Greenblum Wells Fargo Advisors LLC
Joseph Gross Wells Fargo Advisors LLC
John Gunn John L Gunn amp Associates
Kelly Hale RBC Wealth Management
Bryan Haney US Bancorp Investments Page 17
Christopher Hill Edward Jones
Tyler Hilligoss Boston Financial Partners Group
Eric Holm Wells Fargo Advisors LLC
John Honnold Honnold Financial Services
Terry Horley Stoneridge Wealth Management
Paul Howard McAdams Wright Ragen
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Ryan Hubka Morgan Stanley Smith Barney
Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16
Werner Iseli Wedbush Securities
Rupa Jack Morgan Stanley Smith Barney Page 17
Eldon Jahn Commonwealth Financial Network
Werner James Edward Jones
Jason Jantz Morgan Stanley Smith Barney Page 8
Jude Jeannis Wells Fargo Advisors LLC
Eric Klein Frazier Hunnicutt Financial
Ryan Koch Bank of the West
Ronald Lam Wells Fargo Advisors LLC
Clarke Leaverton Merrill Lynch
Corey Levine Ameriprise Financial Services Inc
David Louthan Robert W Baird amp Company
Michael Luperini Merrill Lynch
Damon Mapes Sterling Savings Bank
David Marshall Robert W Baird amp Company
Teddy Martin Edward Jones
Suzanne McGrath Vision Capital Management
Nolan Meeuwsen Wells Fargo Advisors LLC
Greg Meyer KMS Financial Services
Greg Moore Wedbush Securities Page 21
Douglas Moshofsky Morgan Stanley Smith Barney Page 21
Timothy Mosier Cairn Investment Group
Stuart Munro Morgan Stanley Smith Barney
Andrew Murdoch Somerset Wealth Strategies
William Murphy Wells Fargo Advisors LLC Page 11
Brian Nelson Wells Fargo Advisors LLC
Thomas Nelson Wells Fargo Advisors LLC
Michael Neumann Investment Advisors International
Casey Norton Wells Fargo Advisors LLC
Joseph Opsahl Merrill Lynch
Thomas Ouimette Morgan Stanley Smith Barney
Jeff Paustian Wells Fargo Advisors LLC
Karen M Ponce De Leon Liberty Capital Investment Corporation
Steven Potter Wells Fargo Advisors LLC
David Price Morgan Stanley Smith Barney Page 19
Robert Pugh Transamerica Financial Advisors
Michelle Rand Cascade Investment Advisors
Christopher Rask Morgan Stanley Smith Barney
Lucia Reynolds Amerisal Financial
Phil Richman Wells Fargo Advisors LLC
Matt Roehr Northwest Investment Counselors Page 12
Chuck Rood Wells Fargo Advisors LLC
Mark Roukas Morgan Stanley Smith Barney
James Rudd Ferguson Wellman Capital Management
Christopher Russak Merrill Lynch
Nelson Rutherford Evergreen Financial Advisors Page 21
Kevin Sanger Wells Fargo Advisors LLC
Mark Scarlett Northwest Investment Counselors Page 12
Rick Schmidt Chinook Capital Management
Brian Schuler Morgan Stanley Smith Barney
Thomas Shipley Robert W Baird amp Company
Randy Smith Wells Fargo Advisors LLC
Michael Smolak Northwest Investment amp Retirement Group
Jim Stark Wells Fargo Advisors LLC
Edwin ldquoTedrdquo C Strader Merrill Lynch
Spencer Strahan Merrill Lynch
Douglas Strand Morgan Stanley Smith Barney
Rena Tarum Morgan Stanley Smith Barney
Margaret Tuchmann Morgan Stanley Smith Barney Page 21
Maurice Valdivieso Wells Fargo Advisors LLC
Michael Wahlstrom Wells Fargo Advisors LLC
Steven Walter Morgan Stanley Smith Barney
Bradford Wear Morgan Stanley Smith Barney
Chris Werner Werner Financial Group Page 14
Joseph Wilson Tyson Schaub Financial Services
Chris Winn Confluence Wealth Management
Sean Zimmerman Morgan Stanley Smith Barney
TaxationJim Baumbach Rick L Hug CPA
Patrick Carney Patrick G Carney CPA
Jeff Chaidez Stefani Chaidez
David Culpepper Thede Culpepper Moore Munro amp Silliman
Victor Epstein Epstein Group
Charles Gauger Charles S Gauger
Douglas Henne Isler Northwest Page 16
Eric Hormel Perkins amp Company
Pat Kimmer Pat A Kimmer CPA
Michael Lortz Geffen Mesher
Adam Puckett Delap
Greg Rogers Rogers Financial Services
Terry Schandel Terry K Schandel CPA
Kim Wilcox Wilcox amp Company CPAs
Nancy Winn Nancy Winn CPA
James Woodburn Woodburn amp Landers
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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Star P
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Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 2 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional or Portland Monthly bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future
investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 1454 award candidates in the Portland area were considered for the Five Star Wealth Manager award 260 (approximately 18 percent of the award candidates) were named 2012 Five Star Wealth Managers
diScloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $84 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 248
households)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 15400 households in the Portland area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningRussell Kilkenny Scarborough McNeese
OrsquoBrien amp Kilkenny
Matthew Lempner Financial Health Alliance
Gregory Levinson Levinson Law
Jeffrey M Owens The Business Planning Group
Estate PlanningAmy Apiado Moss Adams
Ron Bailey Duffy Kekel
Shirley Bass Shirley A Bass
Amy Bilyeu Cavanaugh Levy Bilyeu
Christine Brown Garvey Schubert Barer
Lisa Brumm AXA Advisors
Nancy Cowgill Stoel Rives
Heather Guthrie Dunn Carney Allen Higgins amp Tongue
Darin Honn Sussman Shank
Robert Kabacy Kell Alterman amp Runstein Page 10
Joshua Kadish Wyse Kadish
Stephen Kantor Samuels Yoelin Kantor
Emily Karr Stoel Rives
Robert Lechevallier Buckley Law
Michael Levelle Sussman Shank
James McVittie Legacy Preservation Law
Carolyn Miller Carolyn W Miller
Holly Mitchell Duffy Kekel
Gerald Montgomery Gerald E Montgomery
Marsha Murray-Lusby Dunn Carney Allen Higgins amp Tongue
Tim Nay Law Offices of Nay amp Friedenberg
C Richard Noble C Richard Noble Attorney at Law
Helen Reeves Pruitt Wyse Kadish
Garvin Reiter Law Offices of Nay amp Friedenberg
Dean Sandow Farleigh Wada Witt
Erik Schimmelbusch Schimmelbusch Law Group
Penny Serrurier Stoel Rives
Scott Strahm Strahm Law Group
Lloyd Summers Lloyd R Summers
Michael Wetzel Fitzwater Meyer
Financial PlanningBrent Abney Ameriprise Financial Services
Inc
Christina Aleckson Single Point Financial AdvisorsSecurities America Page 20
Gavin Amato Robert W Baird amp Company
John Andrea Thrivent Financial
Theresa Austria-Kenney Ameriprise Financial Services Inc
Alan Bacharach Park Avenue Securities
Todd Baird US Bancorp Investments Page 17
Daniel Bartosz Onpoint Community Credit Union
Marilyn Bergen Confluence Wealth Management
Kimberlee Bouska First Tech Investment Services
Greg Bowen Cascadia Wealth Management
Ronald Castner Ameriprise Financial Services Inc
Michael Clancy Merrill Lynch
Lindy Clark IAI
Thomas Clements Cascade Financial Advocates
Derrick Clouser Morgan Stanley Smith Barney
D Mike Collins Morgan Stanley Smith Barney
Nancy Congdon Nancy Congdon amp AssociatesAmeriprise Financial Services Inc
John Dakin Valic Financial Advisors
Yunny Dang Lincoln Financial Advisors
Dale Donaldson Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Jason Downey Morgan Stanley Smith Barney
Jason Drews Thrivent Financial
Erin Dwyer Ameriprise Financial Services Inc
Kristin Erickson Ameriprise Financial Services Inc Page 20
Adina Flynn Ameriprise Financial Services Inc
Russell Francis Portland Financial Advisors
Andrew Frazier Frazier Hunnicutt Financial
James Fread Ameriprise Financial Services Inc
Amy Groshong Ameriprise Financial Services Inc
Gabrielle Groshong Ameriprise Financial Services Inc
Raymond Grubbs Raymond J Grubbs amp Associates
Dale Hadley The H Group
Brent Hamilton WBH Financial Services
Gail Harrower Frazier Hunnicutt Financial
Gary Heuer Thrivent Financial Page 15
Shawn Higley The Partners Group Page 20
Mark Hildebrandt Ameriprise Financial Services Inc
Earl Hines Hines Warner Wealth Management Page 15
R Pasha Horiuchi Ameriprise Financial Services Inc
Mathew Hunnicutt Frazier Hunnicutt Financial
Tammy Jacobs Creative Wealth ManagementLPL Financial
Lonny Jochim Jochim amp AssociatesAmeriprise Financial Services Inc Page 9
Matthew Kibbe Morgan Stanley Smith Barney Page 20
Greg Kimura Frazier Hunnicutt Financial
Al Korb Ameriprise Financial Services Inc
Geoffrey Laroche Ameriprise Financial Services Inc
John Leal TIAA-CREF
Ralph Luchterhand Ameriprise Financial Services Inc
Robert Lumm Country Financial
Kristin Lyman Ameriprise Financial Services Inc
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Frederick Magenheimer Cornerstone Wealth Management
Hans Manseth Hjam Financial Services
Linda Marie Raymond James Financial Services
Daniel McCreath Merrill Lynch
Kip Mechals Cascadia Wealth Management
Michael R Mignano Ameriprise Financial Services Inc
KC Mink The Partners Group Page 20
Mark Moore M Steven Moore Company
Chris Mueller Ameriprise Financial Services Inc
Robert Musante Tribune Wealth Management
James Mustard The Legend Group
David Newbore Bacon Newbore Financial Consultants
Graeme Newhouse Merrill Lynch
Tonya Nichols Merrill Lynch
Conrad Pearson Pearson Financial Group Page 6 amp 7
Douglas Perry Cascadia Wealth Management
John Peyton Cascadia Wealth Management
Diana Platika Platika Financial Solutions
Andrew Pollack Ameriprise Financial Services Inc
Jim Price First Tech Federal Credit Union
Roy Rasera Professional Practices Group
Rick Rogers Stoneridge Wealth Management
Mark Rosenbaum Rosenbaum Financial
Judy Rubino Rubino amp SkedsvoldAmeriprise Financial Services Inc
Kristen Salt Ameriprise Financial Services Inc
Jim Schaller Summa Wealth Management
Amy Schlager AXA Advisors
Patrick Schmitt Ameriprise Financial Services Inc
Richard Singer Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Kari Skedsvold Ameriprise Financial Services Inc
C Brantley Smith Ameriprise Financial Services Inc
Gretchen Stangier Stangier Wealth Management Page 19
Steven Stiles Allstate Financial Services
Chris Stutes Cornerstone Wealth Management
Alice Tang The Business Planning Group
William Terrill Toews Terrill amp AssociatesAmeriprise Financial Services Inc Page 18
Shawn Thomson Van Vleck amp ThomsonAmeriprise Financial Services Inc
Jerry Tucker Pearson Financial Group Page 6 amp 7
Connie Tyson Tyson Schaub amp Wilson Page 13
Walter Urban Morgan Stanley Smith Barney
Douglas Van Allen Marathon Wealth Management
Anthony Vece Thrivent Financial
Ronald Wilkinson Security First Advisors Page 18
Joseph R Williams Financial Planners Northwest
Richard Williams The Strategic Alliance
Shiloh Wilson Ameriprise Financial Services Inc
Damon Winter Majestic Eagle Agency Page 21
Scott Winter LPL Financial
Eric Wishan Tribune Wealth Management
InvestmentsAndrew Anderson Wells Fargo
Advisors LLC
Travis Barsotti Merrill Lynch
Nathan Allen Bell The Guidance Group
Jane Bergin Morgan Stanley Smith Barney
Gary Brink Wedbush Securities
Kersten Broms Ameriprise Financial Services Inc
Justin Buell Wells Fargo Advisors LLC
Christopher Busby CFG Wealth Management
Dan Cavagnaro Morgan Stanley Smith Barney
James Christianson Wells Fargo Advisors LLC
Michael Chrysler Matrix Wealth Management
Rob Closs Wells Fargo Advisors LLC
Oliver Collins Merrill Lynch
Michael Craven Wells Fargo Advisors LLC
Thomas Davenport Preisz Associates Page 19
Kristian De Groot Morgan Stanley Smith Barney
John Deering Principal Financial Group
Daniel Deymonaz Wedbush Securities
Jane Drew Merrill Lynch
Paul Erenfeld Cascadia Wealth Management
Andrew Fisher Maxim Global Wealth Advisors
Lori Flexer Ferguson Wellman Capital Management
Dale Flick Wells Fargo Advisors LLC
James Frank Raymond James Financial Services
Chuck Gall RBC Wealth Management
David Garton Edward Jones
Joseph Gerkman Gerkman Insurance amp Financial Services
Scott Gettel RBC Wealth Management
Karen Goulding Merrill Lynch
Joel Greenblum Wells Fargo Advisors LLC
Joseph Gross Wells Fargo Advisors LLC
John Gunn John L Gunn amp Associates
Kelly Hale RBC Wealth Management
Bryan Haney US Bancorp Investments Page 17
Christopher Hill Edward Jones
Tyler Hilligoss Boston Financial Partners Group
Eric Holm Wells Fargo Advisors LLC
John Honnold Honnold Financial Services
Terry Horley Stoneridge Wealth Management
Paul Howard McAdams Wright Ragen
copy Five
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Ryan Hubka Morgan Stanley Smith Barney
Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16
Werner Iseli Wedbush Securities
Rupa Jack Morgan Stanley Smith Barney Page 17
Eldon Jahn Commonwealth Financial Network
Werner James Edward Jones
Jason Jantz Morgan Stanley Smith Barney Page 8
Jude Jeannis Wells Fargo Advisors LLC
Eric Klein Frazier Hunnicutt Financial
Ryan Koch Bank of the West
Ronald Lam Wells Fargo Advisors LLC
Clarke Leaverton Merrill Lynch
Corey Levine Ameriprise Financial Services Inc
David Louthan Robert W Baird amp Company
Michael Luperini Merrill Lynch
Damon Mapes Sterling Savings Bank
David Marshall Robert W Baird amp Company
Teddy Martin Edward Jones
Suzanne McGrath Vision Capital Management
Nolan Meeuwsen Wells Fargo Advisors LLC
Greg Meyer KMS Financial Services
Greg Moore Wedbush Securities Page 21
Douglas Moshofsky Morgan Stanley Smith Barney Page 21
Timothy Mosier Cairn Investment Group
Stuart Munro Morgan Stanley Smith Barney
Andrew Murdoch Somerset Wealth Strategies
William Murphy Wells Fargo Advisors LLC Page 11
Brian Nelson Wells Fargo Advisors LLC
Thomas Nelson Wells Fargo Advisors LLC
Michael Neumann Investment Advisors International
Casey Norton Wells Fargo Advisors LLC
Joseph Opsahl Merrill Lynch
Thomas Ouimette Morgan Stanley Smith Barney
Jeff Paustian Wells Fargo Advisors LLC
Karen M Ponce De Leon Liberty Capital Investment Corporation
Steven Potter Wells Fargo Advisors LLC
David Price Morgan Stanley Smith Barney Page 19
Robert Pugh Transamerica Financial Advisors
Michelle Rand Cascade Investment Advisors
Christopher Rask Morgan Stanley Smith Barney
Lucia Reynolds Amerisal Financial
Phil Richman Wells Fargo Advisors LLC
Matt Roehr Northwest Investment Counselors Page 12
Chuck Rood Wells Fargo Advisors LLC
Mark Roukas Morgan Stanley Smith Barney
James Rudd Ferguson Wellman Capital Management
Christopher Russak Merrill Lynch
Nelson Rutherford Evergreen Financial Advisors Page 21
Kevin Sanger Wells Fargo Advisors LLC
Mark Scarlett Northwest Investment Counselors Page 12
Rick Schmidt Chinook Capital Management
Brian Schuler Morgan Stanley Smith Barney
Thomas Shipley Robert W Baird amp Company
Randy Smith Wells Fargo Advisors LLC
Michael Smolak Northwest Investment amp Retirement Group
Jim Stark Wells Fargo Advisors LLC
Edwin ldquoTedrdquo C Strader Merrill Lynch
Spencer Strahan Merrill Lynch
Douglas Strand Morgan Stanley Smith Barney
Rena Tarum Morgan Stanley Smith Barney
Margaret Tuchmann Morgan Stanley Smith Barney Page 21
Maurice Valdivieso Wells Fargo Advisors LLC
Michael Wahlstrom Wells Fargo Advisors LLC
Steven Walter Morgan Stanley Smith Barney
Bradford Wear Morgan Stanley Smith Barney
Chris Werner Werner Financial Group Page 14
Joseph Wilson Tyson Schaub Financial Services
Chris Winn Confluence Wealth Management
Sean Zimmerman Morgan Stanley Smith Barney
TaxationJim Baumbach Rick L Hug CPA
Patrick Carney Patrick G Carney CPA
Jeff Chaidez Stefani Chaidez
David Culpepper Thede Culpepper Moore Munro amp Silliman
Victor Epstein Epstein Group
Charles Gauger Charles S Gauger
Douglas Henne Isler Northwest Page 16
Eric Hormel Perkins amp Company
Pat Kimmer Pat A Kimmer CPA
Michael Lortz Geffen Mesher
Adam Puckett Delap
Greg Rogers Rogers Financial Services
Terry Schandel Terry K Schandel CPA
Kim Wilcox Wilcox amp Company CPAs
Nancy Winn Nancy Winn CPA
James Woodburn Woodburn amp Landers
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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ional
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Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
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Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
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ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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Star P
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Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 3
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningRussell Kilkenny Scarborough McNeese
OrsquoBrien amp Kilkenny
Matthew Lempner Financial Health Alliance
Gregory Levinson Levinson Law
Jeffrey M Owens The Business Planning Group
Estate PlanningAmy Apiado Moss Adams
Ron Bailey Duffy Kekel
Shirley Bass Shirley A Bass
Amy Bilyeu Cavanaugh Levy Bilyeu
Christine Brown Garvey Schubert Barer
Lisa Brumm AXA Advisors
Nancy Cowgill Stoel Rives
Heather Guthrie Dunn Carney Allen Higgins amp Tongue
Darin Honn Sussman Shank
Robert Kabacy Kell Alterman amp Runstein Page 10
Joshua Kadish Wyse Kadish
Stephen Kantor Samuels Yoelin Kantor
Emily Karr Stoel Rives
Robert Lechevallier Buckley Law
Michael Levelle Sussman Shank
James McVittie Legacy Preservation Law
Carolyn Miller Carolyn W Miller
Holly Mitchell Duffy Kekel
Gerald Montgomery Gerald E Montgomery
Marsha Murray-Lusby Dunn Carney Allen Higgins amp Tongue
Tim Nay Law Offices of Nay amp Friedenberg
C Richard Noble C Richard Noble Attorney at Law
Helen Reeves Pruitt Wyse Kadish
Garvin Reiter Law Offices of Nay amp Friedenberg
Dean Sandow Farleigh Wada Witt
Erik Schimmelbusch Schimmelbusch Law Group
Penny Serrurier Stoel Rives
Scott Strahm Strahm Law Group
Lloyd Summers Lloyd R Summers
Michael Wetzel Fitzwater Meyer
Financial PlanningBrent Abney Ameriprise Financial Services
Inc
Christina Aleckson Single Point Financial AdvisorsSecurities America Page 20
Gavin Amato Robert W Baird amp Company
John Andrea Thrivent Financial
Theresa Austria-Kenney Ameriprise Financial Services Inc
Alan Bacharach Park Avenue Securities
Todd Baird US Bancorp Investments Page 17
Daniel Bartosz Onpoint Community Credit Union
Marilyn Bergen Confluence Wealth Management
Kimberlee Bouska First Tech Investment Services
Greg Bowen Cascadia Wealth Management
Ronald Castner Ameriprise Financial Services Inc
Michael Clancy Merrill Lynch
Lindy Clark IAI
Thomas Clements Cascade Financial Advocates
Derrick Clouser Morgan Stanley Smith Barney
D Mike Collins Morgan Stanley Smith Barney
Nancy Congdon Nancy Congdon amp AssociatesAmeriprise Financial Services Inc
John Dakin Valic Financial Advisors
Yunny Dang Lincoln Financial Advisors
Dale Donaldson Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Jason Downey Morgan Stanley Smith Barney
Jason Drews Thrivent Financial
Erin Dwyer Ameriprise Financial Services Inc
Kristin Erickson Ameriprise Financial Services Inc Page 20
Adina Flynn Ameriprise Financial Services Inc
Russell Francis Portland Financial Advisors
Andrew Frazier Frazier Hunnicutt Financial
James Fread Ameriprise Financial Services Inc
Amy Groshong Ameriprise Financial Services Inc
Gabrielle Groshong Ameriprise Financial Services Inc
Raymond Grubbs Raymond J Grubbs amp Associates
Dale Hadley The H Group
Brent Hamilton WBH Financial Services
Gail Harrower Frazier Hunnicutt Financial
Gary Heuer Thrivent Financial Page 15
Shawn Higley The Partners Group Page 20
Mark Hildebrandt Ameriprise Financial Services Inc
Earl Hines Hines Warner Wealth Management Page 15
R Pasha Horiuchi Ameriprise Financial Services Inc
Mathew Hunnicutt Frazier Hunnicutt Financial
Tammy Jacobs Creative Wealth ManagementLPL Financial
Lonny Jochim Jochim amp AssociatesAmeriprise Financial Services Inc Page 9
Matthew Kibbe Morgan Stanley Smith Barney Page 20
Greg Kimura Frazier Hunnicutt Financial
Al Korb Ameriprise Financial Services Inc
Geoffrey Laroche Ameriprise Financial Services Inc
John Leal TIAA-CREF
Ralph Luchterhand Ameriprise Financial Services Inc
Robert Lumm Country Financial
Kristin Lyman Ameriprise Financial Services Inc
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Frederick Magenheimer Cornerstone Wealth Management
Hans Manseth Hjam Financial Services
Linda Marie Raymond James Financial Services
Daniel McCreath Merrill Lynch
Kip Mechals Cascadia Wealth Management
Michael R Mignano Ameriprise Financial Services Inc
KC Mink The Partners Group Page 20
Mark Moore M Steven Moore Company
Chris Mueller Ameriprise Financial Services Inc
Robert Musante Tribune Wealth Management
James Mustard The Legend Group
David Newbore Bacon Newbore Financial Consultants
Graeme Newhouse Merrill Lynch
Tonya Nichols Merrill Lynch
Conrad Pearson Pearson Financial Group Page 6 amp 7
Douglas Perry Cascadia Wealth Management
John Peyton Cascadia Wealth Management
Diana Platika Platika Financial Solutions
Andrew Pollack Ameriprise Financial Services Inc
Jim Price First Tech Federal Credit Union
Roy Rasera Professional Practices Group
Rick Rogers Stoneridge Wealth Management
Mark Rosenbaum Rosenbaum Financial
Judy Rubino Rubino amp SkedsvoldAmeriprise Financial Services Inc
Kristen Salt Ameriprise Financial Services Inc
Jim Schaller Summa Wealth Management
Amy Schlager AXA Advisors
Patrick Schmitt Ameriprise Financial Services Inc
Richard Singer Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Kari Skedsvold Ameriprise Financial Services Inc
C Brantley Smith Ameriprise Financial Services Inc
Gretchen Stangier Stangier Wealth Management Page 19
Steven Stiles Allstate Financial Services
Chris Stutes Cornerstone Wealth Management
Alice Tang The Business Planning Group
William Terrill Toews Terrill amp AssociatesAmeriprise Financial Services Inc Page 18
Shawn Thomson Van Vleck amp ThomsonAmeriprise Financial Services Inc
Jerry Tucker Pearson Financial Group Page 6 amp 7
Connie Tyson Tyson Schaub amp Wilson Page 13
Walter Urban Morgan Stanley Smith Barney
Douglas Van Allen Marathon Wealth Management
Anthony Vece Thrivent Financial
Ronald Wilkinson Security First Advisors Page 18
Joseph R Williams Financial Planners Northwest
Richard Williams The Strategic Alliance
Shiloh Wilson Ameriprise Financial Services Inc
Damon Winter Majestic Eagle Agency Page 21
Scott Winter LPL Financial
Eric Wishan Tribune Wealth Management
InvestmentsAndrew Anderson Wells Fargo
Advisors LLC
Travis Barsotti Merrill Lynch
Nathan Allen Bell The Guidance Group
Jane Bergin Morgan Stanley Smith Barney
Gary Brink Wedbush Securities
Kersten Broms Ameriprise Financial Services Inc
Justin Buell Wells Fargo Advisors LLC
Christopher Busby CFG Wealth Management
Dan Cavagnaro Morgan Stanley Smith Barney
James Christianson Wells Fargo Advisors LLC
Michael Chrysler Matrix Wealth Management
Rob Closs Wells Fargo Advisors LLC
Oliver Collins Merrill Lynch
Michael Craven Wells Fargo Advisors LLC
Thomas Davenport Preisz Associates Page 19
Kristian De Groot Morgan Stanley Smith Barney
John Deering Principal Financial Group
Daniel Deymonaz Wedbush Securities
Jane Drew Merrill Lynch
Paul Erenfeld Cascadia Wealth Management
Andrew Fisher Maxim Global Wealth Advisors
Lori Flexer Ferguson Wellman Capital Management
Dale Flick Wells Fargo Advisors LLC
James Frank Raymond James Financial Services
Chuck Gall RBC Wealth Management
David Garton Edward Jones
Joseph Gerkman Gerkman Insurance amp Financial Services
Scott Gettel RBC Wealth Management
Karen Goulding Merrill Lynch
Joel Greenblum Wells Fargo Advisors LLC
Joseph Gross Wells Fargo Advisors LLC
John Gunn John L Gunn amp Associates
Kelly Hale RBC Wealth Management
Bryan Haney US Bancorp Investments Page 17
Christopher Hill Edward Jones
Tyler Hilligoss Boston Financial Partners Group
Eric Holm Wells Fargo Advisors LLC
John Honnold Honnold Financial Services
Terry Horley Stoneridge Wealth Management
Paul Howard McAdams Wright Ragen
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Ryan Hubka Morgan Stanley Smith Barney
Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16
Werner Iseli Wedbush Securities
Rupa Jack Morgan Stanley Smith Barney Page 17
Eldon Jahn Commonwealth Financial Network
Werner James Edward Jones
Jason Jantz Morgan Stanley Smith Barney Page 8
Jude Jeannis Wells Fargo Advisors LLC
Eric Klein Frazier Hunnicutt Financial
Ryan Koch Bank of the West
Ronald Lam Wells Fargo Advisors LLC
Clarke Leaverton Merrill Lynch
Corey Levine Ameriprise Financial Services Inc
David Louthan Robert W Baird amp Company
Michael Luperini Merrill Lynch
Damon Mapes Sterling Savings Bank
David Marshall Robert W Baird amp Company
Teddy Martin Edward Jones
Suzanne McGrath Vision Capital Management
Nolan Meeuwsen Wells Fargo Advisors LLC
Greg Meyer KMS Financial Services
Greg Moore Wedbush Securities Page 21
Douglas Moshofsky Morgan Stanley Smith Barney Page 21
Timothy Mosier Cairn Investment Group
Stuart Munro Morgan Stanley Smith Barney
Andrew Murdoch Somerset Wealth Strategies
William Murphy Wells Fargo Advisors LLC Page 11
Brian Nelson Wells Fargo Advisors LLC
Thomas Nelson Wells Fargo Advisors LLC
Michael Neumann Investment Advisors International
Casey Norton Wells Fargo Advisors LLC
Joseph Opsahl Merrill Lynch
Thomas Ouimette Morgan Stanley Smith Barney
Jeff Paustian Wells Fargo Advisors LLC
Karen M Ponce De Leon Liberty Capital Investment Corporation
Steven Potter Wells Fargo Advisors LLC
David Price Morgan Stanley Smith Barney Page 19
Robert Pugh Transamerica Financial Advisors
Michelle Rand Cascade Investment Advisors
Christopher Rask Morgan Stanley Smith Barney
Lucia Reynolds Amerisal Financial
Phil Richman Wells Fargo Advisors LLC
Matt Roehr Northwest Investment Counselors Page 12
Chuck Rood Wells Fargo Advisors LLC
Mark Roukas Morgan Stanley Smith Barney
James Rudd Ferguson Wellman Capital Management
Christopher Russak Merrill Lynch
Nelson Rutherford Evergreen Financial Advisors Page 21
Kevin Sanger Wells Fargo Advisors LLC
Mark Scarlett Northwest Investment Counselors Page 12
Rick Schmidt Chinook Capital Management
Brian Schuler Morgan Stanley Smith Barney
Thomas Shipley Robert W Baird amp Company
Randy Smith Wells Fargo Advisors LLC
Michael Smolak Northwest Investment amp Retirement Group
Jim Stark Wells Fargo Advisors LLC
Edwin ldquoTedrdquo C Strader Merrill Lynch
Spencer Strahan Merrill Lynch
Douglas Strand Morgan Stanley Smith Barney
Rena Tarum Morgan Stanley Smith Barney
Margaret Tuchmann Morgan Stanley Smith Barney Page 21
Maurice Valdivieso Wells Fargo Advisors LLC
Michael Wahlstrom Wells Fargo Advisors LLC
Steven Walter Morgan Stanley Smith Barney
Bradford Wear Morgan Stanley Smith Barney
Chris Werner Werner Financial Group Page 14
Joseph Wilson Tyson Schaub Financial Services
Chris Winn Confluence Wealth Management
Sean Zimmerman Morgan Stanley Smith Barney
TaxationJim Baumbach Rick L Hug CPA
Patrick Carney Patrick G Carney CPA
Jeff Chaidez Stefani Chaidez
David Culpepper Thede Culpepper Moore Munro amp Silliman
Victor Epstein Epstein Group
Charles Gauger Charles S Gauger
Douglas Henne Isler Northwest Page 16
Eric Hormel Perkins amp Company
Pat Kimmer Pat A Kimmer CPA
Michael Lortz Geffen Mesher
Adam Puckett Delap
Greg Rogers Rogers Financial Services
Terry Schandel Terry K Schandel CPA
Kim Wilcox Wilcox amp Company CPAs
Nancy Winn Nancy Winn CPA
James Woodburn Woodburn amp Landers
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
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rofess
ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
copy Five
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rofess
ional
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ional
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ional
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ional
Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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ional
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
copy Five
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
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er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 4 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Frederick Magenheimer Cornerstone Wealth Management
Hans Manseth Hjam Financial Services
Linda Marie Raymond James Financial Services
Daniel McCreath Merrill Lynch
Kip Mechals Cascadia Wealth Management
Michael R Mignano Ameriprise Financial Services Inc
KC Mink The Partners Group Page 20
Mark Moore M Steven Moore Company
Chris Mueller Ameriprise Financial Services Inc
Robert Musante Tribune Wealth Management
James Mustard The Legend Group
David Newbore Bacon Newbore Financial Consultants
Graeme Newhouse Merrill Lynch
Tonya Nichols Merrill Lynch
Conrad Pearson Pearson Financial Group Page 6 amp 7
Douglas Perry Cascadia Wealth Management
John Peyton Cascadia Wealth Management
Diana Platika Platika Financial Solutions
Andrew Pollack Ameriprise Financial Services Inc
Jim Price First Tech Federal Credit Union
Roy Rasera Professional Practices Group
Rick Rogers Stoneridge Wealth Management
Mark Rosenbaum Rosenbaum Financial
Judy Rubino Rubino amp SkedsvoldAmeriprise Financial Services Inc
Kristen Salt Ameriprise Financial Services Inc
Jim Schaller Summa Wealth Management
Amy Schlager AXA Advisors
Patrick Schmitt Ameriprise Financial Services Inc
Richard Singer Donaldson Gregory amp AssociatesAmeriprise Financial Services Inc
Kari Skedsvold Ameriprise Financial Services Inc
C Brantley Smith Ameriprise Financial Services Inc
Gretchen Stangier Stangier Wealth Management Page 19
Steven Stiles Allstate Financial Services
Chris Stutes Cornerstone Wealth Management
Alice Tang The Business Planning Group
William Terrill Toews Terrill amp AssociatesAmeriprise Financial Services Inc Page 18
Shawn Thomson Van Vleck amp ThomsonAmeriprise Financial Services Inc
Jerry Tucker Pearson Financial Group Page 6 amp 7
Connie Tyson Tyson Schaub amp Wilson Page 13
Walter Urban Morgan Stanley Smith Barney
Douglas Van Allen Marathon Wealth Management
Anthony Vece Thrivent Financial
Ronald Wilkinson Security First Advisors Page 18
Joseph R Williams Financial Planners Northwest
Richard Williams The Strategic Alliance
Shiloh Wilson Ameriprise Financial Services Inc
Damon Winter Majestic Eagle Agency Page 21
Scott Winter LPL Financial
Eric Wishan Tribune Wealth Management
InvestmentsAndrew Anderson Wells Fargo
Advisors LLC
Travis Barsotti Merrill Lynch
Nathan Allen Bell The Guidance Group
Jane Bergin Morgan Stanley Smith Barney
Gary Brink Wedbush Securities
Kersten Broms Ameriprise Financial Services Inc
Justin Buell Wells Fargo Advisors LLC
Christopher Busby CFG Wealth Management
Dan Cavagnaro Morgan Stanley Smith Barney
James Christianson Wells Fargo Advisors LLC
Michael Chrysler Matrix Wealth Management
Rob Closs Wells Fargo Advisors LLC
Oliver Collins Merrill Lynch
Michael Craven Wells Fargo Advisors LLC
Thomas Davenport Preisz Associates Page 19
Kristian De Groot Morgan Stanley Smith Barney
John Deering Principal Financial Group
Daniel Deymonaz Wedbush Securities
Jane Drew Merrill Lynch
Paul Erenfeld Cascadia Wealth Management
Andrew Fisher Maxim Global Wealth Advisors
Lori Flexer Ferguson Wellman Capital Management
Dale Flick Wells Fargo Advisors LLC
James Frank Raymond James Financial Services
Chuck Gall RBC Wealth Management
David Garton Edward Jones
Joseph Gerkman Gerkman Insurance amp Financial Services
Scott Gettel RBC Wealth Management
Karen Goulding Merrill Lynch
Joel Greenblum Wells Fargo Advisors LLC
Joseph Gross Wells Fargo Advisors LLC
John Gunn John L Gunn amp Associates
Kelly Hale RBC Wealth Management
Bryan Haney US Bancorp Investments Page 17
Christopher Hill Edward Jones
Tyler Hilligoss Boston Financial Partners Group
Eric Holm Wells Fargo Advisors LLC
John Honnold Honnold Financial Services
Terry Horley Stoneridge Wealth Management
Paul Howard McAdams Wright Ragen
copy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Ryan Hubka Morgan Stanley Smith Barney
Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16
Werner Iseli Wedbush Securities
Rupa Jack Morgan Stanley Smith Barney Page 17
Eldon Jahn Commonwealth Financial Network
Werner James Edward Jones
Jason Jantz Morgan Stanley Smith Barney Page 8
Jude Jeannis Wells Fargo Advisors LLC
Eric Klein Frazier Hunnicutt Financial
Ryan Koch Bank of the West
Ronald Lam Wells Fargo Advisors LLC
Clarke Leaverton Merrill Lynch
Corey Levine Ameriprise Financial Services Inc
David Louthan Robert W Baird amp Company
Michael Luperini Merrill Lynch
Damon Mapes Sterling Savings Bank
David Marshall Robert W Baird amp Company
Teddy Martin Edward Jones
Suzanne McGrath Vision Capital Management
Nolan Meeuwsen Wells Fargo Advisors LLC
Greg Meyer KMS Financial Services
Greg Moore Wedbush Securities Page 21
Douglas Moshofsky Morgan Stanley Smith Barney Page 21
Timothy Mosier Cairn Investment Group
Stuart Munro Morgan Stanley Smith Barney
Andrew Murdoch Somerset Wealth Strategies
William Murphy Wells Fargo Advisors LLC Page 11
Brian Nelson Wells Fargo Advisors LLC
Thomas Nelson Wells Fargo Advisors LLC
Michael Neumann Investment Advisors International
Casey Norton Wells Fargo Advisors LLC
Joseph Opsahl Merrill Lynch
Thomas Ouimette Morgan Stanley Smith Barney
Jeff Paustian Wells Fargo Advisors LLC
Karen M Ponce De Leon Liberty Capital Investment Corporation
Steven Potter Wells Fargo Advisors LLC
David Price Morgan Stanley Smith Barney Page 19
Robert Pugh Transamerica Financial Advisors
Michelle Rand Cascade Investment Advisors
Christopher Rask Morgan Stanley Smith Barney
Lucia Reynolds Amerisal Financial
Phil Richman Wells Fargo Advisors LLC
Matt Roehr Northwest Investment Counselors Page 12
Chuck Rood Wells Fargo Advisors LLC
Mark Roukas Morgan Stanley Smith Barney
James Rudd Ferguson Wellman Capital Management
Christopher Russak Merrill Lynch
Nelson Rutherford Evergreen Financial Advisors Page 21
Kevin Sanger Wells Fargo Advisors LLC
Mark Scarlett Northwest Investment Counselors Page 12
Rick Schmidt Chinook Capital Management
Brian Schuler Morgan Stanley Smith Barney
Thomas Shipley Robert W Baird amp Company
Randy Smith Wells Fargo Advisors LLC
Michael Smolak Northwest Investment amp Retirement Group
Jim Stark Wells Fargo Advisors LLC
Edwin ldquoTedrdquo C Strader Merrill Lynch
Spencer Strahan Merrill Lynch
Douglas Strand Morgan Stanley Smith Barney
Rena Tarum Morgan Stanley Smith Barney
Margaret Tuchmann Morgan Stanley Smith Barney Page 21
Maurice Valdivieso Wells Fargo Advisors LLC
Michael Wahlstrom Wells Fargo Advisors LLC
Steven Walter Morgan Stanley Smith Barney
Bradford Wear Morgan Stanley Smith Barney
Chris Werner Werner Financial Group Page 14
Joseph Wilson Tyson Schaub Financial Services
Chris Winn Confluence Wealth Management
Sean Zimmerman Morgan Stanley Smith Barney
TaxationJim Baumbach Rick L Hug CPA
Patrick Carney Patrick G Carney CPA
Jeff Chaidez Stefani Chaidez
David Culpepper Thede Culpepper Moore Munro amp Silliman
Victor Epstein Epstein Group
Charles Gauger Charles S Gauger
Douglas Henne Isler Northwest Page 16
Eric Hormel Perkins amp Company
Pat Kimmer Pat A Kimmer CPA
Michael Lortz Geffen Mesher
Adam Puckett Delap
Greg Rogers Rogers Financial Services
Terry Schandel Terry K Schandel CPA
Kim Wilcox Wilcox amp Company CPAs
Nancy Winn Nancy Winn CPA
James Woodburn Woodburn amp Landers
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
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Year
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ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
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Two-
Year
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ve Sta
r Prof
ession
al
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
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Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
rofess
ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Ryan Hubka Morgan Stanley Smith Barney
Patrick Huey Cuso Financial ServicesAdvantis Credit Union Page 16
Werner Iseli Wedbush Securities
Rupa Jack Morgan Stanley Smith Barney Page 17
Eldon Jahn Commonwealth Financial Network
Werner James Edward Jones
Jason Jantz Morgan Stanley Smith Barney Page 8
Jude Jeannis Wells Fargo Advisors LLC
Eric Klein Frazier Hunnicutt Financial
Ryan Koch Bank of the West
Ronald Lam Wells Fargo Advisors LLC
Clarke Leaverton Merrill Lynch
Corey Levine Ameriprise Financial Services Inc
David Louthan Robert W Baird amp Company
Michael Luperini Merrill Lynch
Damon Mapes Sterling Savings Bank
David Marshall Robert W Baird amp Company
Teddy Martin Edward Jones
Suzanne McGrath Vision Capital Management
Nolan Meeuwsen Wells Fargo Advisors LLC
Greg Meyer KMS Financial Services
Greg Moore Wedbush Securities Page 21
Douglas Moshofsky Morgan Stanley Smith Barney Page 21
Timothy Mosier Cairn Investment Group
Stuart Munro Morgan Stanley Smith Barney
Andrew Murdoch Somerset Wealth Strategies
William Murphy Wells Fargo Advisors LLC Page 11
Brian Nelson Wells Fargo Advisors LLC
Thomas Nelson Wells Fargo Advisors LLC
Michael Neumann Investment Advisors International
Casey Norton Wells Fargo Advisors LLC
Joseph Opsahl Merrill Lynch
Thomas Ouimette Morgan Stanley Smith Barney
Jeff Paustian Wells Fargo Advisors LLC
Karen M Ponce De Leon Liberty Capital Investment Corporation
Steven Potter Wells Fargo Advisors LLC
David Price Morgan Stanley Smith Barney Page 19
Robert Pugh Transamerica Financial Advisors
Michelle Rand Cascade Investment Advisors
Christopher Rask Morgan Stanley Smith Barney
Lucia Reynolds Amerisal Financial
Phil Richman Wells Fargo Advisors LLC
Matt Roehr Northwest Investment Counselors Page 12
Chuck Rood Wells Fargo Advisors LLC
Mark Roukas Morgan Stanley Smith Barney
James Rudd Ferguson Wellman Capital Management
Christopher Russak Merrill Lynch
Nelson Rutherford Evergreen Financial Advisors Page 21
Kevin Sanger Wells Fargo Advisors LLC
Mark Scarlett Northwest Investment Counselors Page 12
Rick Schmidt Chinook Capital Management
Brian Schuler Morgan Stanley Smith Barney
Thomas Shipley Robert W Baird amp Company
Randy Smith Wells Fargo Advisors LLC
Michael Smolak Northwest Investment amp Retirement Group
Jim Stark Wells Fargo Advisors LLC
Edwin ldquoTedrdquo C Strader Merrill Lynch
Spencer Strahan Merrill Lynch
Douglas Strand Morgan Stanley Smith Barney
Rena Tarum Morgan Stanley Smith Barney
Margaret Tuchmann Morgan Stanley Smith Barney Page 21
Maurice Valdivieso Wells Fargo Advisors LLC
Michael Wahlstrom Wells Fargo Advisors LLC
Steven Walter Morgan Stanley Smith Barney
Bradford Wear Morgan Stanley Smith Barney
Chris Werner Werner Financial Group Page 14
Joseph Wilson Tyson Schaub Financial Services
Chris Winn Confluence Wealth Management
Sean Zimmerman Morgan Stanley Smith Barney
TaxationJim Baumbach Rick L Hug CPA
Patrick Carney Patrick G Carney CPA
Jeff Chaidez Stefani Chaidez
David Culpepper Thede Culpepper Moore Munro amp Silliman
Victor Epstein Epstein Group
Charles Gauger Charles S Gauger
Douglas Henne Isler Northwest Page 16
Eric Hormel Perkins amp Company
Pat Kimmer Pat A Kimmer CPA
Michael Lortz Geffen Mesher
Adam Puckett Delap
Greg Rogers Rogers Financial Services
Terry Schandel Terry K Schandel CPA
Kim Wilcox Wilcox amp Company CPAs
Nancy Winn Nancy Winn CPA
James Woodburn Woodburn amp Landers
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
rofess
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
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Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
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Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
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ercopy Five
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
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Year
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Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
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ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
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Year
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 6 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
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Two-
Year
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ercopy Fi
ve Sta
r Prof
ession
al
copy Five
Star P
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ional
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Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
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Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
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ional
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Star P
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Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
er
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
er
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
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Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
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Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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ional
Special advertiSing Section 2012 Five Star W
ealth M
anag
ers
wwwfivestarprofessionalcom Five Star award information mdash FS 7
Relationships Built on Trust
Two-year winner Conrad Pearson 2012 winner Jerry Tucker
Pearson Financial Group
Left to right 2012 winner Jerry Tucker two-year winner Conrad Pearson Brian McCarry Jaimee Hansen Kurt Vielbig
bull Con dence and trust mdash foundational to building relationships
bull Experience and passion mdash professionals who seek to serve others
bull Dedication and perseverance mdash making clients the only priority
Areas of Focus Retirement Planning Business Retirement Plans Employee Education College Funding Asset Allocation Wealth Transfer Long Term Care Planning Life Insurance Disability Insurance
Designation CERTIFIED FINANCIAL PLANNERtrade
Pearson Financial is grateful to our clients for the honor of this award and fully recognizes the value of loyal relationships built over years of mutual respect and trust As a locally owned firm our success has only come through dedication to our clients by helping them achieve their life goals Pearson Financial celebrates two individual 2012 Five Star award winners Conrad Pearson and Jerry Tucker whose combined industry experience totals more than 65 years Their wealth of experience backed by a team with a broad base of credentials has helped our clients design and navigate their personal journey to financial security We thank our clients for the trust you have placed in us and for continuing to refer your friends and family members If you are in need of a trustworthy friend to help navigate your unique journey we would be honored to welcome you at Pearson Financial Group
5665 Southwest Meadows Road Suite 120 bull Lake Oswego OR 97035Phone (503) 670-0500
wwwpearsonfinancialcom
Securities and advisory services offered through SII Investments Increg (SII) member FINRASIPC and a Registered Investment Advisor SII and Pearson Financial group are separate and unrelated companies
Two-
Year
Winn
er
Two-
Year
Winn
ercopy Fi
ve Sta
r Prof
ession
al
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Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
rofess
ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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copy Five
Star P
rofess
ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
copy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
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copy Five
Star P
rofess
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
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Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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ional
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2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 8 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Jason G Jantz
Professional Financial Management
and Wealth Protection
Assessing the risks in todayrsquos markets seems a daunting task for anyone Jasonrsquos proactive fi nancial management style has helped protect his clients in times of crisis while maintaining a focus on growth for the future As a Wealth Advisor Jason
is passionate about helping his clients achieve their fi nancial goals His aim is to build lifelong relationships with his clients and maintain the highest standards of quality service and integrity
1001 Southwest 5th Avenue Suite 2200 bull Portland OR 97204Office (503) 552-3380 bull Toll-free (800) 767-7824
jasonjantzmssbcom
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
bull Comprehensive fi nancial planning
bull World-class investment advice specializing in wealth protection
bull Exceptional personalized service
Titles Senior Vice President Senior Portfolio Management Director Wealth Advisor
Designations Certified Investment Management AnalystSM CIMAreg from the Wharton School
Area of Focus Wealth Management
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
rofess
ional
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ional
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
copy Five
Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
er
copy Five
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 9
Special advertiSing Section
Lonny JochimFamily Financial Planning Focused on Your Success
Areas of Focus Retirement Income Financial Planning
Left to right Keri Twyman Five Star award winner Lonny Jochim Brandon Jochim Jim Smith Melissa Zuniga
bull Financial advice aligned with client valuesbull Committed to exceptional client servicebull We off er fi nancial planning with sophisticated personalized adviceTitle Lonny P Jochim Private Wealth Advisor Brandon Jochim Private Wealth Advisor
Designations Lonny P Jochim CFPreg Brandon Jochim CRPCreg
The greatest reward is a satisfi ed client The strong bonds I and my team establish with them are the most important assets to our practice This strong relationship along with our experience has helped us navigate through one of historyrsquos most volatile economic times Our continued growth has been a great measurement of our achievements
Our team has 35 years of combined experience as wealth advisors We believe in a highly personalized proactive approach focused on whatrsquos important to you and your family We will assist in all the details and nuances of fi nancial planning not just your investments We utilize the strengths and experience of our professional team to provide extraordinary service
1595 Holly Street bull West Linn OR 97068Office (503) 650-7949 bull Fax (503) 557-5747
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
er
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
copy Five
Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
er
copy Five
Star P
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
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Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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ional
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Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
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ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
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ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 10 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Robert E KabacyMaking Estate and Business Transition Planning Understandable
Areas of Focus Estate Planning and Business Transactions
bull Helps protect your wealth with values-based planningbull Values long-term client relationships built on trust and servicebull Creator of Tax-Calc Nowtrade the estate and fi nancial planning iPhone appTitle Managing Partner Estate Planning and Business Departments
I am skilled in comprehensive estate planning wills trusts and business transition strategies for estates of all sizes My clients rely on me to create personalized solutions that help meet their wealth transfer tax planning family and business transition goals I have navigated multifaceted questions of law fi nance taxation and family relations for nearly 20 years
I know that estate and business transitions can be fraught with emotion In fact I wrote ldquoLast Wishes a Family Guidebookrdquo to help people understand estate planning and assist relatives responsible for transitions My clients appreciate experienced and knowledgeable management of their estate and business planning and transitions as well as the respect and sensitivity I bring to each of my client relationships
520 Southwest Yamhill Suite 600 bull Portland OR 97204 | 12405 Southeast 2nd Circle bull Vancouver WA 98684Portland (503) 222-3531 bull Vancouver (360) 993-1133rkabacykellaltermancom bull wwwkellaltermancom
Robert E KabacyLicensed to practice law in Oregon and Washington
Two-
Year
Winn
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copy Five
Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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Star P
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
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Star P
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ional
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Star P
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ional
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ional
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rofess
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 11
Special advertiSing Section
William D MurphyTo Our Clients Thank You
What you deserve from your financial advising team
Left to right Five Star award winner William D Murphy and Shalene E Caldwell
bull We hear you ldquoA comfortable retirement with freedom to enjoy it helliprdquobull ldquoMaintain our current lifestyle fi nancial independence and help our children helliprdquobull ldquoWe are excited about our next phase in life helliprdquoAreas of Focus Practical Retirement Planning Effective Investment and Income Strategies Charitable Planning
Designations CRPCreg Certified Retirement Planning CounselorSM
We are grateful to our clients and peers for their continued support At The Murphy Group we understand that wealth is measured on more than a net-worth statement Knowing what touches our clientsrsquo hearts and helping them pursue a rewarding retirement is our goal
Having a sounding board mdash a specialistrsquos perspective mdash can make all the diff erence For example current bank rates are very low and mainstream buy-and-hold investing could carry
much risk But there are alternatives
We oversee investments using diversifi ed strategies that seek to preserve and grow portfolios even in these markets We believe that experience and trust mdash and the accountability they imply mdash are the cornerstones of any successful relationship To explore if we are a good fi t to help you build and enjoy the retirement you want call and arrange a discovery meeting
222 Southwest Columbia Street Suite 1800 bull Portland OR 97201Bill (503) 220-6327 bull Shalene (503) 276-0219
williammurphyjrwfadvisorscom bull shalenecaldwellwfadvisorscom bull wwwmurphygroupwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0312-4489 312]
copy Five
Star P
rofess
ional
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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copy Five
Star P
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Star P
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Star P
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Star P
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Star P
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
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Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
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Year
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
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Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
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ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
FS 12 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Northwest Investment Counselors TeamMore Than 14 Years of Independent Advice and Integrity
Areas of Focus Retirement Planning and Income Strategies
Left to right Two-year winner Matt Roehr Cheyne Sorensen Christel Turkiewicz John Woolley and two-year winner Mark Scarlett
bull Independent fee-only registered investment advisor mdash no broker affi liationbull Serving individuals foundations endowments trusts and corporate plansbull Individual stock and bond selection diversifi ed investment solutionsDesignations Mr Scarlett and Mr Roehr are Chartered Financial Analystsreg (CFAreg)
Ever wonder why ldquoinvestingrdquo begins with an ldquoIrdquo We donrsquot and if you think about it it is the perfect letter to start such an important process After all successful investing is only relative to an individual What do I need What do I want to get from this What can I aff ord to risk
Here at Northwest the beginning middle and end revolve around the ldquoIrdquo of every client Because after all our advice talent and insight in the fi nancial markets mean nothing if a client cannot honestly say ldquoI am better off having worked with themrdquo
340 Oswego Pointe Drive Suite 100 bull Lake Oswego OR 97034Office (971) 404-0179 bull Toll-free (800) 685-7884
cturkiewicznwicnet bull wwwnwicnet
Two-
Year
Winn
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copy Five
Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
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copy Five
Star P
rofess
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Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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Star P
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ional
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ional
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ional
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
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er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
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Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
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Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
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805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
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1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 13
Special advertiSing Section
Tyson Schaub amp Wilson Team
Left to right Joe Wilson and two-year winner Connie Tyson
bull If you want to work for the rest of your life thatrsquos your business If you donrsquot thatrsquos our businessbull Achieved the highest level Top of the Table of Million Dollar Round Table (Connie)bull Princor Financial Services Inc Lifetime Achievement Award (Connie)Connie M Tyson CFPreg CLUreg RHUreg LUTCF
Joe Wilson CFPreg ChFCreg CRPCreg
Connie Tyson and Joe Wilson provide a team approach of investment advisory discipline off ering fi nancial planning managed portfolios and sound retirement strategies Their energy is focused on helping clients live retirement years without worry retire debt and utilize gifting strategies Connie and Joe also off er individual services for wealth transfer mdash disability life and long-term care insurance
Business protection in the form of key person buy-sell and deferred compensation are also off ered where appropriate
After serving some clients for more than 20 years Connie feels her highest achievement is in now serving children and grandchildren of those same clients
ldquoI am honored Thank yourdquo mdash Connie Tyson
5665 Meadows Road Suite 350 bull Lake Oswego OR 97035Phone (503) 620-6281 bull wwwtysonschaubandwilsoncom
tysonconnieprincipalcom bull wilsonjoeprincipalcom bull harringtonlynneprincipalcomInsurance products from the Principal Financial Groupreg are issued by Principal National Life Insurance Company (except in New York) Principal Life Insurance Company and the companies available through the Preferred Product Network Inc Securities and advisory products offered through Princor Financial Services Corporation (800) 247-1737 member SIPC Principal National Principal Life the Preferred Product Network and Princorreg are members of the Principal Financial Group Des Moines IA 50392 Connie M Tyson and Joe W Wilson Principal National and Principal Life Financial Representatives Princor Registered
Representatives and Financial Advisors Tyson Schaub amp Wilson Inc is not an affiliate of any company of the Principal Financial Group t11022202vr
Two-
Year
Winn
er
copy Five
Star P
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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Star P
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ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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Star P
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ional
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ional
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2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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Star P
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ional
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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2012 Five Star Wealth
Man
agers
FS 14 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Chris WernerWerner Financial Group at Wells Fargo Financial Network
Left to right Front row Trevor Becker Five Star award winner Chris Werner Randy GayBack row Leanne Groen and Pete Kotkas
bull Asset managementbull Retirement plan consultingbull Investment planningTitle Chris Werner Managing Director
Area of Focus Investment Management
Our deep commitment to clients is defi ned by three core tenets
Personalized service We work with each client to identify unique fi nancial priorities and tailor client portfolios to meet planning objectives We pride ourselves on open communication and being available to clients
Capabilities Our consultative approach utilizes interactive tools such as Wells Fargo Advisors Financial Networkrsquos
Envisionreg planning software to provide clients with clarity and confi dence when making fi nancial decisions
Honesty We value the trust that clients place in us and honor that with our commitment to exceptional service and sound guidance Our candid assessment of fi nancial markets allows us to adapt quickly and better navigate changing economic conditions
1129 Northwest 11th Avenue bull Portland OR 97219Office (503) 546-5649 bull Fax (503) 546-7394
Chriswernerfgcom bull wwwwernerfinancialgroupcom
Advisor selection is not reflective of individual or client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp
Company Werner Financial Group is a separate entity from WFAFN Envision reg is a registered service mark of Wells Fargo amp Company and used under license [CAR 0312-00784]
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
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ional
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ional
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Star P
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2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
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ional
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Star P
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ional
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Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 15
Special advertiSing Section
Gary F Heuer Portland Area Team
Our Mission Vision and Values Are to Serve Our Members
bull Who we are a Fortune 500 company with 26 million members
bull What we do fi nancial solutions to help clients meet their goals
bull What we off er a wide range of products and services
Title Financial Associates
Designation FIC Left to right Petr Maucy two-year winner Gary Heuer Cathy Jarosz and Ra k Fouad
As a Fortune 500 and membership organization we answer to our 25 million members not to shareholders or Wall Street Our strength and stability comes from more than a century of prudent stewardship of our membersrsquo resources The fi nancial solutions we off er and what we do in the community drive toward the same goal Itrsquos all about security community and generosity Products and services include insurance annuities mutual funds education funding and retirement income planning
Thrivent Financial for Lutherans 11000 Southwest Stratus Street Suite 160
Beaverton OR 97008 Offi ce (503) 297-0999
garyheuerthriventcom wwwthriventcom
Securities and investment advisory services are o ered through Thrivent Investment Management Inc 625 Fourth Ave S Minneapolis MN 55415 a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Finan-cial for Lutherans Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc They are also licensed insurance agents of Thrivent Financial Fee-based investment advisory services
are available through quali ed investment advisor representatives only For additional important disclosure information please visit thriventcomdisclosures 201201249
Two-
Year
Winn
er
Earl Hines
Empowering LivesProtecting Legacies
bull Financial planning
bull Investment management
bull Estate planning
Managing Principal
CEAreg AWMAreg
We recognize that wealth is about more than your fi nancial statements and that true worth is measured by the values you live by the relationships you treasure and the loved ones you will someday leave behind We believe that holistic heart-centered planning based on your unique dreams should provide the foundation for all fi nancial and investment decisions
9400 Southwest Barnes Road Suite 305 Portland OR 97225
Phone (503) 292-2775 infohineswarnercom wwwhineswarnercom
Hines Warner Wealth Management LLC is an independent Registered Investment Advisor located in Portland Oregon
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 16 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Patrick Huey
Accumulate Protect and Distribute Your Wealth
bull Global strategies local service
bull Income and estate planning for retirement
bull Investment and insurance strategies
Titles CFSreg Financial Advisor and Director of Advantis Investment ServicesDesignations CERTIFIED FINANCIAL PLANNERtrade practitioner FINRA Series 7 63 66 and MBA
As a CERTIFIED FINANCIAL PLANNERtrade practitioner Patrick puts your needs fi rst Having met rigourous education examination and experience standards he is ready to apply his expertise to meet your needs Like our credit union philosophy of putting our members fi rst Patrick puts his clientsrsquo needs at the center of every fi nancial plan He can help create a strategy to accumulate protect and distribute your wealth for a lifetime
Advantis Credit UnionCUSO Financial Services LP
3010 Southeast Belmont StreetPortland OR 97214
Direct (503) 785-2491
phueyadvantiscuorgwwwadvantiscuorg
Nondeposit investment products and services are offered through CUSO Financial Services LP (ldquoCFSrdquo) a registered broker-dealer (Member FINRASIPC) and SEC-Registered Investment Advisor Products offered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal Investment
Representatives are registered through CFS The Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members
Two-
Year
Winn
er
Isler Northwest Team
Trusted Advice to Goal-Minded Decision Makers Since 1961
bull Individual business trust estate tax
bull Personal fi nancial planning assistance
bull Audit and attest services mdash value added
Douglas Henne Managing Member Designations firm-wide mdash CPAs and CFE Left to right Tania Gitch Dale Glasser Stephanie Marcella and
two-year winner Douglas Henne
We engage with our clients in ways that consistently affi rm our commitment to expertise imagination long-term relationships and client satisfaction Teamwork is at the heart of each engagement mdash our resourceful motivated professional team endeavors to clearly understand our clients vision for success as well as their needs and goals
We are small enough to cultivate personal long-term relationships with the resources and expertise to earn our clients trust
1300 Southwest 5th Avenue Suite 2900 Portland OR 97201
Offi ce (503) 224-5321 dhenneislernwcom
wwwislernwcom
We also offer comprehensive tax planning services international taxation and expatriate services business planning consulting and advisory services and specialized nontraditional value-added services We deliver our services with unparalled personal attention
Two-
Year
Winn
er
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 17
Special advertiSing Section
Rupa Jack
Clear-Headed Advice forFinancial Balance
bull Clients values and goals drive our proc ess
bull Wealth managed to last clients lifetime
bull Collaborative and starts with a plan
Senior Vice President Wealth Advisor
CIMAreg CWSreg
We have an ongoing collaborative relationship with our clients We get to know them and develop specifi c strategies to achieve their goals Clients have peace of mind because their money is risk managed and their wealth preserved so that their lifestyle can be sustained over their lifetime We are independent transparent and free of confl icts of interests in our recommendations and actions We value relationships that last years We like to grow with you and your family
1001 Southwest 5th Avenue Suite 2200 Portland OR 97204
Offi ce (503) 221-8626 bull Toll-free (800) 767-7824 rupajackmssbcom
famorganstanleyindividualcomrupajack
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
The PrivateClient Group
Congratulations to OurFive Star Wealth Managers
bull Comprehensive wealth management solutions
bull Highly personalized service and expert advice
bull Long history of US Bancorp fi nancial strength and stability since 1863
Title Financial AdvisorLeft to right Two-year winners Bryan Haney and Todd Baird
111 Southwest 5th AvenuePortland OR 97204
Phone (503) 275-3421
AmandaWhite2usbankcomwwwusbankcom
To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star Award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland MonthlyInvestment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp
Two-
Year
Winn
er
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by Any Federal
Government Agency
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 18 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
Bill Terrill
Wealth Management Strategies Built on Experience Knowledge and Integrity
bull Commitment to personal service
bull Proactive portfolio strategies
bull Knowledgeable customized advice
Bill Terrill CFPreg Private Wealth Advisor ndash Retirement Wealth Management and Estate Planning Strategies
Left to right Patrick Toews two-year winner Bill Terrill Drake VanZante William Fussell
As a fi nancial advisor I am passionate about helping clients feel confi dent about their fi nancial future My aim is to build lifelong relationships with clients maintaining the highest standards of quality service and integrity Our team provides an outstanding experience by listening to clients and understanding their individual needs Our teamrsquos holistic planning approach and relationship-based advisory services will help you defi ne your dreams implement strategies and track progress
10220 Southwest Greenburg Road Suite 120Portland OR 97223
Phone (503) 808-1515
williamdterrillampfcom bull wwwwilliamdterrillcom
Toews Terrill amp Associates a financial advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Two-
Year
Winn
er
Security First Advisors Team
Improving the Quality of Our Clients Lives
bull Estate and wealth transfer planning
bull Sudden Moneytrade events navigation
bull Retirement transitions
Designations CERTIFIED FINANCIAL PLANNERtrade practitioners
Left to right Two-year winner Ron Wilkinson Stacy Rerick and Evan S Russell
With 75-plus years of collective experience and as Sudden Money Institutereg (SMI) expert advisors Ron Evan and Stacy are among a select few trained professionals working with clients navigating through fi nancial and life transition events Whether a planned retirement or the unexpected death of a spouse Security First Advisors is equipped with the latest tools to help clients successfully traverse these Sudden Moneyreg events Connect with us for a no-cost consultation
12703 Southwest 67th Avenue Portland OR 97223
Offi ce (503) 274-4224 Toll-free (800) 898-4224
infosfaincus bull wwwsfaincus
Security First Advisors is a Registered Investment Advisory Firm of Russell Wilkinson Rerick Inc
Two-
Year
Winn
ercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 19
Special advertiSing Section
David Price
805 SW Broadway Ste 2300Portland OR 97205Phone (503) 243-5658Toll-free (800) 452-0966 davidapricemssbcomwwwfasmithbarneycomprice
bull Committed to integrity and personal service bull More than 27 years of investment experience bull Tactical portfolio management
Titles First Vice President Portfolio Manager Financial Advisor
David Price CFPreg
Taking Time to Understand My Clients
The basis of any long-term client relationship is built on a foundation of trust It is my responsibility to create value for my clients by providing personalized comprehensive fi nancial strategies to help them realize their fi nancial goals In todayrsquos economic climate it is of paramount importance to constantly monitor and respond to the ongoing changes in the fi nancial markets This is enhanced by the products and services commitment and intellectual capital of Morgan Stanley Smith Barney copy 2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which
the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities
Two-
Year
Winn
er
Gretchen Stangier
9955 SE Washington Ste 101Portland OR 97216Phone (503) 257-0057Toll-free (877) 257-0057gretchenstangierLPLcomStangierWealthManagementcom
bull Individualized attention and service bull Practical fi nancial solutions and advice bull Integrity reliability and commitment
Designation CFPreg
Trustworthy bull Comprehensive bull Solutions
For 15 years Gretchen Stangier has been providing clients with practical fi nancial advice and planning solutions customized to their individual needs She understands the complexities of todayrsquos fi nancial and investment environments Through her knowledge and experience Gretchen guides her clients throughout their fi nancial journey and helps give them confi dence in their plan
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRASIPC
Two-
Year
Winn
er
Tom Davenport
4525 SW Condor Ave Portland OR 97239 Offi ce (503) 224-1600 Toll-free (888) 224-1600 tompreiszcom wwwpreiszcom
bull Plan sponsor fi duciary liability reduction bull Participant retirement readiness focus bull Benchmarking plan cost and performance
Retirement Plan Service Manager
CRPS reg
Robust Retirement Plan Services
We provide qualifi ed retirement plan advisory services to pension profi t sharing and 401(k) plans Our practice is based on our passionate belief in providing each employee with an opportunity towards a fi nancially secure retirement To do this we off er a robust set of high-touch participant services We ensure quality client service by employing a staff dedicated to our professional values a servantrsquos heart lifelong learning and community involvement
Securities offered through LPL Financial Member FINRASIPCInvestment advice offered through Preisz Associates Inc a Registered Investment Advisor and
separate entity from LPL Financial
Top five questions that wealth managers want clients to answer
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
From research conducted by Five Star Professional April 2011
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
FS 20 mdash Five Star award information wwwfivestarprofessionalcom
Special advertiSing Section
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 shawntpgrpcom wwwtpgrpcom Managing Partner Private Client Services CRPCreg
Shawn O Higley
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
10220 SW Greenburg Rd Ste 120 Portland OR 97223 Office (503) 808-1515 kristinlericksonampfcom ameripriseadvisorscomkristinlerickson
Kristin L Erickson
Your goals your worries your dreams Personalized experienced analytical advice A financial plan that evolves with your goals Kristin Erickson Financial Advisor Chartered Retirement Planning CounselorSM
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a
guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
1001 SW 5th Ave Ste 2200 Portland OR 97204 Phone (503) 221-8600 matthewkibbemssbcom famorganstanleyindividualcomthetuchmannkibbegroup Wealth Advisor CIMAreg CRPCreg
Matthew R Kibbe
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
11740 SW 68th Pkwy Ste 200 Portland OR 97223 Phone (800) 722-6339 kminktpgrpcom wwwtpgrpcom Title Partner Member Board of Directors
KC Mink
The Partners Group advises individuals executives and businesses using our creative strategies and processes that can specifically and confidentially address their unique needs and long-term goals
Securities o ered through Geneos Wealth Management Inc Member FINRASIPC Advisory Services o ered through TPG Financial Advisors
LLC A Registered Investment Advisory Firm
3720 SW 141st Ave Ste 209 Beaverton OR 97005 Office (503) 350-2321 christinaalecksonsecuritiesamericacom wwwsinglepointadvisorscom Financial Advisor
Christina Aleckson
Providing a holistic approach to wealth management I am honored to be recognized as a Five Star Wealth Manager for the second year My clients are my passion Working to find solutions for their financial concerns is my focusrdquo The point is you Securities o ered through Securities America Inc a Registered BrokerDealer Member FINRASIPC Advisory services o ered through Securities America Advisors Inc a SEC-Registered Investment Advisory Firm Single Point Financial Advisors is not an a liated entity of the Securities America Companies
Two-
Year
Winn
er
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who
say they have never had a down yearrdquo
mdash Five Star award winner
What matters
most is how you
recover from
setbacks
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
2012 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom Five Star award information mdash FS 21
Special advertiSing Section
Evergreen Financial Advisors 1815 SW Marlow Ave Ste 218Portland OR 97225Phone (503) 297-7654nelsonefaorcomevergreenfinancialadvisorscomDesignations CPA PFS CFPreg
Nelson E Rutherford
Committed to providing comprehensive wealth management service to our clients through a combination of insurance estate retirement and income tax planning in combination with portfolio design
Two-
Year
Winn
er
805 SW Broadway Ste 2300Portland OR 97205Direct (503) 221-7643dougmoshofskymssbcom Title Vice President Financial AdvisorDouglas Moshofsky CFPreg CIMAreg
Doug Moshofsky
I oversee and coordinate the financial strategies for successful families in the Pacific Northwest My consultative wealth management process helps clients address both their investment plans and advanced planning needs
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
1001 SW 5th Ave Ste 2200 Portland OR 97204 Direct (503) 221-6253 margarettuchmannmssbcom wwwmorganstanleycom Wealth Advisor Vice President Investment Mgmt Consultant CIMAreg
Margaret Reinhardt Tuchmann
T h e T u c h m a n n K i b b e G r o u p a t Morgan Stanley Smith Barney provides comprehensive multigenerational high-end wealth management services and solutions to clients who want tenure stability and the strengths of one of the most longstanding investment firms
copy 2012 Morgan Stanley Smith Barney LLC Member SIPC
Majestic Eagle Agency Inc 10135 SE Sunnyside Rd Ste 100 Clackamas OR 97015 Phone (503) 669-4888 damonwmajesticeaglecom wwwmajesticeaglecom VP ndash Financial Planner
Damon S Winter
A trusted advisor for more than 30 years Damon has a reputation for delivering peace of mind His common-sense solutions are offered through superior financial planning strategies The goal is to avoid the scrambling of nest eggs and to prudently grow wealth
Securities amp Investment Advisory through KMS Financial Services Inc
Two-
Year
Winn
er
1300 SW 5th Ave Ste 2000 Portland OR 97201 Direct (503) 471-1898Toll-free (800) 234-0480 GregMoorewedbushcom wwwwedbushcom Senior Vice President ndash Investments
Greg Moore
Greg focuses his investment practice on retirement estate and college planning Greg practiced estate planning law in Ore and Wash for almost two decades before devoting himself to investments President Metropolitan Business Association ex-member Oregon Board of Higher Education
No regulatory disclosures Wedbush Securities is Member NYSEFINRASIPC
ldquoSaving even a small amount every
month can grow into something significantrdquo
mdash Five Star award winner
Financial
planning is a
holistic approach
to financial
well-being
mdash Five Star award winnercopy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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