Meet Our Team

Rory received his Bachelor of Arts in Business Administration from Northwest Christian University in 1996 and entered the financial services industry in 1999. With over 20 years of experience in the industry, Rory has built a successful relationship based practice working with individuals and business owners. Rory’s approach to financial planning keeps the client’s unique goals, objectives, and circumstances at the forefront; he partners with each client to crystallize their objectives, and provides holistic planning solutions, personalized to meet each clients’ needs. Rory’s specialties include wealth management, retirement income, estate conservation, business planning, and charitable giving.

Rory is a member of the National Association of Insurance and Financial Advisors, a Life and Qualifying member of the Million Dollar Round Table (MDRT)*.

In addition to his professional work, Rory currently serves as a board member of Relief Nursery, a local non-profit that focuses on child abuse and neglect prevention; and acts as an advisory board member to the Center for Leadership and Ethics at Northwest Christian University.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Relying on the foundational elements of ‘Trusted Guidance & Comprehensive Solutions,’ Alex serves our clients by assisting in the development of their integrated financial plans. Behind the scenes, Alex's responsibilities include procurement and support of new business opportunities as well as assisting with portfolio construction. In addition, Alex researches industry best practices to help ensure clients financial goals are being met. Alex enjoys conversing with portfolio and fund managers on the nuances of finance so that he may pass along to clients the importance of sound investment practices.

Alex grew up in Eugene where he also attended the University of Oregon, receiving Bachelor of Science degrees in both Business Administration and Economics. When Alex is not working, he enjoys spending time with family and watching his St. Louis Cardinals and Oregon Ducks.

Megan is an Oregon transplant and has lived in the beautiful state for the last 5 years. She enjoys camping and fishing in the multitude of gorgeous locations so close to home! She graduated from San Fransico State University with a degree in Communications and enjoys using her skills to help others achieve their goals. She reserves weekends to do fun things with her kids, is an avid movie goer and loves an opening weekend matinée flick with the family. Megan and her husband have a dream to open a drive-in movie theater/community center for Lane County to enjoy. Megan is happy to be a part of the team!