With locations in Beaverton and Portland OR as well as Concord NC, we have been serving clients for over 20 years.
We’re a detail oriented and friendly team of trusted advisors, accountants, and tax professionals.
- Who We Are
Our Leadership Team
SETH TUTLIS
Chairman
CHARITY HOLST
Chief Operating Officer
ALEX GARRIS
Chief Marketing Officer
STEVEN MERRISS
Partner
CRAIG BUSH
Principal
PATRICK BRADY
Principal
DEB SAIANI
Director of Client Services
AMY TAYLOR
Accounting Manager
1225 NW Murray Road, Suite 111
Portland OR 97229
- What We Believe
The Big Picture
Our core principle is to invest in people, communities, and the success of our clients. What we do every day, helping businesses and individuals thrive and grow, means that we are contributing to the prosperity of our community. As a local business, we never want to lose sight of that.
And with each client we take a holistic view: the big picture of their financial situation: income, taxes owed, investment assets, financial goals, growth opportunities, and future plans. With the full financial picture we can make optimal recommendations.
