Broker Check

Who We Are

Kurt Morgan

President and CEO

(503) 533-4929

(877) 422-8773

[email protected]

Kurt has been in the investment-related business since 1986, when he became securities and insurance licensed with his original firm. After several corporate changes and consolidations over the years, he realized that it simply made...

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Jake Stewart

Client & Advisor Support

(503) 533-4929

(877) 422-8773

[email protected]

Jake started in the investment-related business in September 2018 when he joined Kurt in his vision to see others live their lives with a purpose according to their distinct values and wants. He is in the process of getting securities...

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