I help you find custom strategies to reach your financial goals. Whether your goal is retirement income, saving for college, or making sure your loved ones are taken care of financially after your death, I use these tools to help you work toward your goals:
Schedule a complimentary consultation today so we may access your specific needs!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to help achieve them.
3550 Liberty Road South, Salem, Oregon 97302, United States
Monday - Thursday: 9:30am - 5pm
Friday : 9:30am - 2:30pm
Saturday: By appointment Only
Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, HI, ID, MD, NE, OR, SC, WA. Fixed insurance services offered through Stefani Iverson.
Cambridge and Living Tree Financial Consulting are not affiliated.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.