Our Team

Click on pictures for more information

 

 

 

 

 

Karen J. Day , EA, CFP®
Financial Advisor
Registered Rpresentative, LPL Financial

 

 

 

 

 

Lisa Ferguson, RP®
Financial Advisor
Registered Rpresentative, LPL Financial

 

 

 

 

Karen (Kay) French, EA, LTC,  Tax Planning Assistant with Householder Group Estate & Retirement Specialists, is a Licensed Tax Consultant with the state of Oregon.  She is an Enrolled Agent, which is a  federally licensed tax practitioner who specialize in taxation.  She has a BS in Business Administration.