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Scott T

Series 65, Series 66

Portland, OR

Tenbridge Partners LLC

Scott Thurman is a financial advisor at Tenbridge Partners LLC in Portland, OR, holding Series 65 and Series 66 credentials with 11 years of industry experience. He has worked at Tenbridge Partners since 2012, with additional experience at Johnstone Supply and Edward Jones. Tenbridge Partners serves individual clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach combines written financial plans, model portfolios, and a range of investment vehicles, emphasizing multiple client engagement formats and incorporating insurance reviews into its advisory services.

Wealth management General estate planning guidance General tax planning
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Erik L

CFP®, Series 66

Portland, OR

Tenbridge Partners LLC

Erik Lawrence is a CFP® with 24 years of industry experience, currently serving as an advisor at Tenbridge Partners LLC in Portland, OR. His prior roles include positions at Kms Financial Services, Paulson Investment Company, and UBS Financial Services. He serves as board chair for the charitable organization Team Together in Portland. Tenbridge Partners serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm’s investment approach involves written financial plans, model portfolios, and a combination of investment vehicles, emphasizing multiple engagement formats and incorporating insurance reviews into its advisory services.

Wealth management General estate planning guidance General tax planning
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Sirra A

CFP®, Series 65

Portland, OR

Tenbridge Partners LLC

Sirra Anderson Crum is a CFP® professional with five years of experience at TenBridge Partners LLC, where she has worked since 2017. Her background includes roles outside the financial industry, such as positions at Starbucks and The Original Dinerant, as well as a three-year period affiliated with Portland State University. TenBridge Partners serves a diverse clientele, including individuals across wealth levels, trusts, estates, pension plans, corporations, and charitable organizations. The firm combines written financial plans with an investment process driven by an internal committee, utilizing a range of investment vehicles and offering multiple client engagement formats along with insurance reviews as part of its services.

Wealth management General estate planning guidance General tax planning
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Elizabeth V

Series 65

Portland, OR

Tenbridge Partners LLC

Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.

Wealth management General estate planning guidance General tax planning
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