Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.

Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.

Darin Richards is a CFA® charterholder based in Lake Oswego, OR, with 18 years of industry experience. He is affiliated with Aldrich Wealth LP and has worked at AKT Wealth Advisors, LP since 2004. Richards is a principal of AKT Services, LP, a holding company unrelated to investment advisory activities. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions, combining active and passive investment strategies with tax-aware implementation and regular portfolio reviews.

Casey Mckillip is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. He holds a Series 65 designation and has worked at Aldrich Wealth since 2017, following six years at Northwest Capital Management Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation alongside complementary services through affiliated accounting and broker-dealer entities.

Isaiah Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2020. Prior to joining Aldrich Wealth, he worked at Holmes & Company and KPMG. He is also a Certified Public Accountant in Oregon and co-founder of Activ8 Weight, LLC, a business that leases weight equipment for home gyms. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Jackson Davis is a CFP® and Series 65-licensed financial advisor at Aldrich Wealth LP with three years of industry experience. He has been with Aldrich Wealth since 2020 and also serves as an adjunct professor at George Fox University, where he teaches a financial planning course. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.

Christopher Van Dyke is a CFA® charterholder with five years of industry experience. He has worked at Aldrich Wealth LP since 2020 and previously spent eight years at Anerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, incorporating tax-aware implementation and third-party managers.

Abbey Rollins is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2007. She holds the Series 66 designation and is based in Lake Oswego, Oregon. Rollins is also a principal of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive investment strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Kathy Peterson is a financial advisor at Aldrich Wealth LP with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Aldrich Wealth since 2019, following eight years at Arnerich Massena, Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation, serving clients through its Private Wealth and Corporate Retirement Plan divisions.

Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.

Tawny Ramones is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2016. Prior to this, she worked at Aldrich Advisors from 2013 to 2016. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions, combining active and passive investment strategies with tax-aware implementation and third-party management.

Anthony Hutchinson is a CFA® charterholder with two years of industry experience. He is currently with Aldrich Wealth LP and has previously worked at Peak Brokerage Services, Financial Investment Team, Alan Biller and Associates, Oregon State Treasury’s Investment Division, Grosvenor Capital Management, and Northwestern Memorial Physicians Group. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, including tax-aware implementation and private market investments.

Christopher Mc Nabb is a CFP® professional with five years of industry experience, currently with Aldrich Wealth LP. He previously worked at Parcion Private Wealth and has a background that includes roles at the University of Oregon and Protalus. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across various asset classes and utilizes tax-aware strategies within a structure overseen by an Investment Committee.

Heather Wonderly is a Series 66 credentialed advisor with 24 years of industry experience. She has been with Aldrich Wealth LP since 2005. Outside of her advisory role, she is a principal of AKT Services LLP, a holding company. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an investment committee to guide portfolio construction and uses a mix of active and passive managers, tax-aware strategies, and private market vehicles to serve its diverse client base.

Kayla Cook is a CFP® and holds a Series 63 license with 11 years of industry experience. She has worked at AKT Wealth Advisors, LP since 2014. Outside of her advisory role, she is a partner and board member of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management strategies and incorporates tax-aware implementation while offering complementary services through affiliated accounting and broker-dealer entities.

Joseph Strauss is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial advisory industry. He is currently with Aldrich Wealth LP, where he has worked since 2022, following prior roles at Mariner Wealth Advisors and Authent Advisors, Inc. Strauss is based in Lake Oswego, Oregon. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management strategies, employs tax-aware implementation, and offers complementary services through affiliated accounting and broker-dealer entities.

Grace Hornecker is a financial advisor with Aldrich Wealth LP in Lake Oswego, OR. She holds a Series 65 designation and has been with Aldrich Wealth since 2022. Prior to that, she held positions at RVK Inc., Sapient Private Wealth Management, Columbia Trust Company, Portland Business Alliance, Nordstrom, and the University of Oregon. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management strategies overseen by an Investment Committee and offers tax-aware techniques and various portfolio options.

Kelsey Walker is a CFP® with nine years of industry experience, currently serving at Aldrich Wealth LP since 2021. Prior to joining Aldrich, she worked at Summit Trail Securities, LLC and Summit Trail Advisors, LLC from 2016 to 2020. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and businesses. The firm employs a combination of active and passive investment strategies overseen by an Investment Committee and offers specialized services including tax-aware techniques and sub-advisory roles for insurance-dedicated funds.

Nicole Rice is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. She holds a Series 65 designation and has been with Aldrich Wealth since 2012. Rice is also a principal of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers complementary services through affiliated accounting and broker-dealer entities.

Yule Schrock is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 credential and has previous work experience in various roles including at Oregon State University and Big Reds Bar & Grill. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive investment strategies overseen by an Investment Committee and offers tax-aware management techniques alongside innovative private market and retirement plan solutions.

Marcus David is a financial advisor at Aldrich Wealth LP with one year of industry experience. He holds a Series 65 designation. Prior to joining Aldrich Wealth, he worked at First Western Trust and Raytheon Technologies, and he has academic experience at The University of Arizona. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across various asset classes and employs tax-aware strategies, with oversight from an Investment Committee.

Luan Dollens is a financial advisor at Aldrich Wealth LP with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M Holdings Securities, Inc. for 16 years. Outside of his advisory role, he is involved with TLD Consulting Services, LLC, providing consulting and management services. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and operates distinct Private Wealth and Corporate Retirement Plan divisions.