ABOUT PORTLAND FINANCIAL GROUP

Planning futures since 1987

The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Professionals promise to offer you a new level of attention, insight, and guidance.

Portland Financial Group offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. When working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to and help ensure you are on track to achieving your goals.

Meet The 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.

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.

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.

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.