The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Erica Nortman is a financial advisor at Capitol Family Office, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of her advisory role, she serves as CFO and Integrator for Executive Tax Advisors, LLC, which provides income tax preparation and planning services. Capitol Family Office offers discretionary portfolio management, pension consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a mixed analytic approach and both long- and short-term trading strategies, managing many accounts on a discretionary basis with regular client reviews and reporting.

Robert Morrison is a CFP® with 17 years of experience in the financial services industry. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LLC, and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.

Andrew Mauss is a Series 65-licensed financial advisor with one year of industry experience, currently with Samara Capital. Prior to joining Samara, he worked at Strategic Wealth Partners Ltd and has a long background in woodworking as Vice President and Secretary of RLM Woodworking, Inc. He serves on the board of Friends of the Children, a nonprofit organization based in Portland, Oregon. Samara Capital is an SEC-registered investment adviser managing approximately $114 million across 89 client relationships. The firm serves high-net-worth individuals, trusts, retirement plans, and corporations, focusing on strategic asset allocation and long-term holdings with discretionary portfolio management and financial planning services.

Catherine Cuthbert is a Series 65-licensed financial advisor at Cuthbert Financial Guidance with three years of industry experience. She has been self-employed since 2019 and joined her current firm in 2021. Outside of advising, she manages a short-term rental property in Oregon. Cuthbert Financial Guidance provides comprehensive financial planning and limited ERISA Section 3(21) advisory services for individuals, families, and qualified plan sponsors. The firm emphasizes a long-term, passive investment approach focused on strategic asset allocation and broad diversification, and delivers financial education workshops without managing client assets directly.

Tasha Mauss is a financial advisor at Samara Capital with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Unionbank Investment Services LLC and Strategic Wealth Partners. Mauss has been with Samara Capital and its predecessor entities since 2017. Samara Capital is an SEC-registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and corporations. The firm manages portfolios with a focus on strategic asset allocation and long-term holdings across various asset classes, offering services including discretionary portfolio management and financial planning.

Austen Auger is a financial advisor at Shira Ridge Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in several roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations by providing discretionary asset management and comprehensive financial planning. The firm emphasizes a planning-first approach combined with diversified, tax-aware investment strategies and utilizes separate managed account programs through institutional platforms.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Amanda Reynolds is a CFP® with five years of industry experience, currently serving at Johnson Bixby in Vancouver, WA. Her prior roles include positions at Securities America, Inc., KMS Financial Services, and Integrated Tax Services. She serves as board chair for Union Chapel, a nonprofit church organization. Johnson Bixby is a team-based firm that provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $789.5 million in regulatory assets, employing a multi-faceted investment approach that includes asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.

Geoffrey Dougall is a PFS™ credentialed financial advisor with 14 years of industry experience. He has been with Wealth Advisors NW since 2016 and is also a partner in the CPA firm Dougall Conradie LLC, where he spends the majority of his time. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and pension plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering customized portfolios and specialized services such as real estate analysis and 1031 exchange consulting.

Jeffrey Strode is a financial advisor at Grange Capital, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several mortgage firms, including Borrowsmart Mortgage, where he continues to work part-time as a licensed mortgage broker helping clients assess real estate loan options and manage the loan approval process. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach that incorporates fundamental analysis, strategic asset allocation, and both long-term and shorter-term strategies, supported by traditional research and AI tools.

Christopher Magana is a financial advisor at Pinnacle Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IMS Capital Management for 11 years. Magana is also an adjunct professor at local universities, teaching finance and investment courses outside of trading hours. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios tailored to client profiles using a variety of investment vehicles and employs third-party managers, web-based planning tools, and tax-aware strategies.

Michael Hardy is a financial advisor at Phillips and Company Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Phillips and Company in various capacities since 1999. Outside of his advisory work, Hardy serves as Treasurer on the board of West Linn Youth Football, overseeing budgeting and accounts. Phillips and Company Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm offers a range of portfolio management options and employs various investment strategies through its investment committee and third-party managers.

Matthew Moss is a financial advisor at First Pacific Financial, Inc. in Vancouver, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise Financial Services, Ridge Athletic Club, and CUNA Mutual Group, as well as experience at Washington State University and Seattle Boat Company. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, wealth management, and retirement plan consulting. The firm employs a quantitative and qualitative investment approach, with portfolio construction guided by tailored investment policy statements and oversight from an Investment Committee.

Tyler Nagel is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Financial Techniques, Inc., a licensed insurance agency, since 2006. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for about 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, using a diversified investment approach that includes individual securities, mutual funds, ETFs, SMAs, alternative investments, and option strategies.

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. Outside of his advisory role, he is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors serves individuals, families, corporations, and institutions, offering investment management, financial planning, consulting, and retirement-plan services. The firm combines strategic and tactical asset allocation with a range of investment vehicles and integrates in-house management with third-party programs while providing tax-related consulting through an affiliated accounting firm.

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.

Kendra Biller is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JGP Wealth Management since 2018, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. In addition to her advisory work, she performs notary public duties for JGP clients. JGP Wealth Management manages approximately $1.2 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with portfolios generally managed on a discretionary basis and supplemented by third-party manager referrals when appropriate.

Patricia Spies is a CFP® professional with eight years of experience in the financial services industry. She is currently with Johnson Bixby, where she has worked since 2017, and has prior experience at Securities America, Inc. and KMS Financial Services, Inc. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm manages approximately $789.5 million in regulatory assets and employs a diverse investment approach that includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring.