Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Sustainable investing
- Divorce Finances
- LGBTQ+ Finances
- Insurance & Annuities
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Sustainability
- Social Responsibility
- Traveling
- Reading
- Roller Skating/Rollerblading
Team Members
- Karen MontoyaSr. Branch Office Administrator
- Tashina SosaBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Phone
(541) 757-0806Fax
(888) 302-9131Office Address
761 NW Harrison BlvdCorvallis, OR 97330opens in a new window
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