OUR TEAM

MEET THE TEAM

Our team offers much more than experience. We provide direction and a friendly face as you take the road toward financial security.

Managing Partner

Grahm Porozni, CDFA™

College Attended: California Polytechnic University
Favorite Book: Boys in the Boat by Daniel James Brown
Birthplace: Portland, Oregon

Managing Partner

Jim Meurer, RICP®, CFS, WMCP®

College Attended: Willamette University
Favorite Book: The Alchemist by Paulo Coelho
Birthplace: Mesa, Arizona

Senior Associate

Cate Simons

College Attended: Yukon College
Favorite Book: She enjoys the authors Barbara Kingsolver and Ann Patchett
Birthplace: Marshfield, Vermont

Financial Associate

Cam Sommer

College Attended: Portland State University
Favorite Book: Expect to Win by Bill Glass
Birthplace: Portland, Oregon

Licensed Operations Manager

Danielle Swiridoff

College Attended: University of Oregon
Favorite Book: Educated by Tara Westover
Birthplace: Sandy, Oregon

New Business Coordinator

Ashton Mills

College Attended: Oregon State University
Favorite Book: The Great Gatsby by F. Scott Fitzgerald
Birthplace: Santa Clara, California

Client Services Coordinator

Lisa Burke

College Attended: Georgia Northwestern Technical College
Favorite Book: The Profit by Kahlil Gibran
Birthplace: Rhinebeck, New York

Administrative Assistant

Cindy Tavera

Favorite Book: The Four Winds by Kristin Hannah
Birthplace: Los Angeles, California

OUR TEAM

MEET THE TEAM

Managing Partner

Grahm Porozni, CDFA™

Managing Partner

Jim Meurer, RICP®, CFS, WMCP®

Senior Associate

Cate Simons

Financial Associate

Cam Sommer

Licensed Operations Manager

Danielle Swiridoff

New Business Coordinator

Ashton Mills

Client Services Coordinator

Lisa Burke

Administrative Assistant

Cindy Tavera

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