Horst & Graben Wealth Management, LLC

Jamieson Grabenhorst is a financial advisor at Horst & Graben Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 credential and has worked at Horst & Graben since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, INC. Outside of his advisory work, he is a managing partner of Winston Grabenhorst Investment LLC, where he consults on leasing, building maintenance, and finances for commercial real estate holdings. Horst & Graben Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and financial planning, emphasizing tactical asset allocation, diversification, and active rebalancing, with regular account reviews and investor education.

Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.

Rebecca Phillips is a CFP® at Horst & Graben Wealth Management, LLC in Portland, OR, with four years of industry experience. Prior to joining the firm, she worked for seven years at Hotel California by the Sea. Horst & Graben serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, offering tailored investment strategies based on client objectives and risk tolerance.

Edward Truax is a ChFC® with 36 years of industry experience, currently serving as an advisor at Horst & Graben Wealth Management, LLC since 2019. He previously worked at Royal Alliance Associates, Inc. for 18 years and is president of Truax Consulting, Inc., a fixed life and long-term care insurance sales business he has operated since 2004. He also acts as an Affiliate Expert with the Bates Group LLC, providing expert assistance on insurance-related matters. Horst & Graben Wealth Management serves individuals, retirement plans, trusts, estates, and business entities with portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach emphasizing diversification, risk control, and tax considerations, managing approximately $796.5 million for about 1,183 clients.

Danica Sachs is a financial advisor at Horst & Graben Wealth Management, LLC in Portland, OR, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill and Converge 45, as well as a period of self-employment. Horst & Graben Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and educational workshops. The firm emphasizes tactical asset allocation, diversification, and active rebalancing, managing approximately $920 million with a compact team.