Bernard Tan is a financial advisor with Modernist Financial, LLC, holding a Series 65 designation and bringing two years of industry experience. He has worked at Modernist Financial since 2019 and has prior experience at Acura of Portland and Foodscout, Inc. Modernist Financial is a registered investment adviser serving high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on customized, long-term, diversified portfolios with an emphasis on cost management, tax efficiency, and Financial Life Planning.

Alejandra Peaña is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. She has worked at Modernist Financial since 2021 and has previous experience with B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial is a registered investment adviser serving individuals, families, trusts, estates, and small businesses, with a focus on high-net-worth clients. The firm provides customized, long-term portfolio management and financial planning, utilizing low-cost funds and third-party sub-advisors to emphasize cost management, tax efficiency, and discretionary implementation.

Georgia Hussey is a Certified Financial Planner® with 14 years of industry experience. She has been with Modernist Financial, LLC since 2015 and also maintains an affiliation with Rosenbaum Financial Inc. Additionally, she serves on the advisory board of Money Quotient. Modernist Financial specializes in discretionary investment management and financial planning for individuals, families, trusts, estates, and small businesses, focusing primarily on high-net-worth clients with customized, long-term, diversified portfolios.