Learn more about our amazing team of professionals and see what makes ROI Financial different. We are all here to help guide you in the best direction.
(503) 941-5925 | M/W/F Ext: 101
| T/TH Ext: 301
My primary focus includes working with my clients to design a personal financial plan based on their life goals. By following this strategy, I can help my clients focus on becoming more confident in managing their financial objectives. Our approach to finances is designed to provide solutions to both answer our clients every day and long-term financial questions while personalizing their decisions to meet the needs of high net worth individuals and small business owners. ROI Financial continually monitors progress toward all our client’s financial goals and organize their plans based on changes in market conditions and individual situations.
Our services include personal financial planning for retirement, retirement income strategies, retirement plan distribution, investments, tax management strategies, protection planning/family security, cash flow management strategies, education funding, estate planning strategies, and small businesses and divorce financial service.
As your investment advisors our goal is to empower all our clients with a solid, actionable financial plan allowing them to enjoy and active and successful retirement—on their own terms. I will put my knowledge to work for you developing investment, tax planning, and estate planning strategies—all aimed at maintaining your financial independence and lifestyle. You’ve worked hard. Now, as retirement approaches, it’s your turn to redefine the second half of your life.
(503) 941-5925 | Ext: 103
Trevor graduated from Oregon State University in Spring 2020 with a major in finance and a minor in economics. Shortly after, he started at ROI as a financial analyst and is eager to continuously develop the skills needed to be a strong member of the ROI team. He’s passionate about constantly finding ways to improve both personally and professionally, so that he can support those around him best as possible. Originally from the Portland area, he spends most of his time outdoors, reading, and making sure his German Shepherd, Roger, is as happy and healthy as can be.
