Call or stop in. We’ll have the coffee ready.

In Portland’s historic Multnomah Village, or in Danville, Northern California or San Jose, California.

We serve clients in three locations: Portland, Oregon, Danville, California and San Jose, California. Call to make an appointment at the location nearest you. We’ll have the coffee ready.

Contact Mike in Portland, Oregon

Contact Bill in Danville, California

Contact J.T. in San Jose, California

    Your Name (required)

    Your Email (required)


    Your Message

    Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA / SIPC and an SEC registered RIA.

    Check the background of our investment professional on FINRA’s BrokerCheck