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DIRECT-PORTLAND:
503.972.8987
DIRECT-BEND:
541.306.3579
TOLL-FREE:
888.970.8987
FAX: 888.414.8957
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It is our goal to educate, enlighten, and empower clients to reach for their life‘s most important dreams - their financial summit. To that end, we periodically provide information to help you reach the financial summit. One delivery method is “David’s Blog” and the other is an electronic newsletter.

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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: California (CA), Georgia (GA), Oregon (OR), Washington (WA).
We are licensed to sell insurance products in the following states of: California (CA), Oregon (OR), Washington (WA). Securities and Advisory Services Offered through KMS Financial Services, Inc.