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Miles C

Series 65

Tigard, OR

Rooted Financial Group, LLC

Miles Corrigan is a financial advisor at Rooted Financial Group, LLC with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at George Fox University and involvement with Athey Creek Church and local Christian schools. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients, managing portfolios with a combination of direct securities, mutual funds, ETFs, and third-party managers. The firm offers discretionary and non-discretionary asset management, tax overlay services, and ERISA fiduciary services, supported by a platform and back-office relationship with OneAscent.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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Thomas W

Series 66

Tigard, OR

Rooted Financial Group, LLC

Thomas Walker Jr. is a financial advisor with Rooted Financial Group, LLC in Tigard, OR. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Arkos Global Advisors, FSC Securities Corp., and Edward Jones. Rooted Financial Group provides investment advisory services to individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary asset management, Unified Managed Account solutions, tax overlay services, and ERISA fiduciary services, managing portfolios through a combination of direct securities, mutual funds, ETFs, and third-party managers.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
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