Since 1987

We started providing financial planning services in 1987 and now serve clients in many states.

Our team places great value in establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail and strict confidentiality in every client engagement with our team.

As a group we provide the foresight and education necessary to help clients grow and preserve financial wealth throughout their lifetime and beyond. We believe in creating straightforward financial plans that are easy to understand, implement and manage.

Meet Our Team

Ed started his financial career in 1987 after graduating from the University of Oregon. He maintains a consistent, thoughtful approach to financial planning and servicing his clients. Ed specializes in helping dentists, medical practitioners and business owners design financial plans for themselves and their families.

Betsy graduated from Oregon State University with a Bachelor of Science in Psychology. She has over 20 years of insurance experience, with over 10 of them spent as Portland Financial Group’s Director of Group Benefits. As such, she helps small business owners design affordable benefits packages for themselves, their employees and their families. She believes employees are an organization’s greatest asset and takes personal satisfaction in ensuring employers and employees are taken care of with proper and affordable insurance coverage.

Caroline graduated from Oregon State University with a Bachelor of Science in Marketing. She joined Portland Financial Group in 2016. As the Relationship Manager she helps new clients throughout the planning process and maintains regular contact with current clients. Caroline finds working in the financial services industry rewarding and enjoys educating clients on the significance of planning for their future.

Morgan graduated from Oregon State University with a Bachelor's in Business Administration; Management and Marketing. She started her career as a Financial Advisor in 2013. Morgan excels at educating and assisting individuals, families, professionals, and business owners on implementing realistic goals and guiding them towards a secure financial future.

Our Approach

Since 1987 our goal has been to make financial planning a simple, straightforward process to understand. To make this possible, we take a collaborative approach with our clients when setting goals and creating personalized financial strategies. No one-size fits all.