6641 South Kings Ranch Road
We have been assisting individuals and businesses in this area and nationally for over 25 years.Each of our staff members has extensive personal and professional experience as educators.We are dedicated to developing lasting relationships with all our clients as we continually review their changing financial circumstances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.We look forward to using our broad experience to help pursue your dreams and aspirations.
LPL Financial Advisor
Client Services Manager
Diane Dungan graduated from Oregon State University with a Bachelor of Science in Merchandising and a Master's in Adult Education/Training & Development.Diane's previous career path included non-tenured faculity at Oregon State...