Jonathan M. Owens; Jeffrey M. Owens, President; Alice Tang, Vice President 

(Left to right)

 We specialize in taking a financial planning approach to leverage investment and insurance solutions to meet our clients needs.  Our experienced professionals also collaborate with a diverse network of specialists such as attorney's, CPA's, and other financial professionals to create advanced estate and business planning strategies for more complex financial situations.

Jeff was recently featured in the Portland Business Journal.  Click here to see it!