Portland - SW 5th Ave | Suite 1200
Proudly Serving
Portland - SW 5th Ave | Suite 1200
1211 SW 5th Ave
Suite 1200
Portland, OR 97204
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Your Portland Team
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Kathleen Kee
CFP®
Senior Wealth Advisor
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Carmen Wong
JD, CFP®
Senior Wealth Advisor
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Josh Cepeda
CFP®
Senior Wealth Advisor
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Ryan Berning
CFP®
Senior Wealth Advisor
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Lex Grecu
CFA®, CFP®
Senior Wealth Advisor
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Travis Harper
CFP®, CRPC®
Senior Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Alex Chan
CFP®
Associate Wealth Advisor
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Tori Trosset
Associate Wealth Advisor
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Mark Vermillion
CFP®
Associate Wealth Advisor
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Brent McKee
CPA
Associate Wealth Advisor
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Ryan Roberts
Client Relationship Specialist
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Jennifer Saunders
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Focus Partners client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
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August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
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