WE ARE A TEAM.
Whatever you’re missing, we’ve got you covered. Wherever you’re at, we’ve got your back.
We are a collection of well-seasoned financial professionals - but our real pride is in being human with our clients. We are different because we truly care, and care is why clients seek us out.
More than anything, we are a team, and at the center of that team - is you.
Amy Crooks
LPL Financial Advisor / Founder
Birthday
Nov, 8th
Favorite Color
Pink
Afraid of
Spiders
Loves
A cozy evening at home • Reading • Thai food • Helping someone navigate a complicated decision
19
Years of Experience
10
State Licenses
4
Exams Passed
"
I love this work. I love seeing a client move from anxious and confused to confident and prepared.
- Amy
"
Alex Crooks
LPL Financial Advisor / Founder
Certified Financial Planner™ (CFP®)
IRS Enrolled Agent
Birthday
May, 17th
Favorite Color
Green
Afraid of
Rats
Loves
Fly fishing • Camping • Eating tacos • Helping people solve complex problems
24
Years of Experience
10
State Licenses
5
Exams Passed
"
I get in the zone when I’m combing through market data and portfolio performance. I like keeping track of all the details.
- Alex
"
Karmin Mckenney
Office Manager
Birthday
May, 18th
Favorite Color
Emerald Green
Afraid of
Heights
Loves
Sunny warm days • Leisurely walks • Spending time with family • Learning new skills
"
I love being a part of our clients’ joyful moments like buying a home or finally reaching retirement.
- Karmin
"
Kara Davis
Client Services Associate
Birthday
June, 3rd
Favorite Color
Dark Teal
Afraid of
Scary Movies
Loves
Exploring Oregon • Campfire nights with family & friends • Getting things organized • Tackling new challenges
"
We care about the individuals and families we work with. Walking through life with our clients is special and unique.
- Kara
"
Haley Flores
Client Services Associate
Birthday
Oct, 29th
Favorite Color
Purple
Afraid of
Moths
Loves
Hiking & Camping • Knitting • Korean Rom-Coms • The energy and pace of a busy work environment
"
I love interacting with people and showing them that their lives and goals are important. It's important to me that clients feel as comfortable, confident, and secure as possible.
- Haley
"