Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.
|Firm Start Year:||2005|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|Name of Custodial Firm:||National Financial Services|
|Number of Years with Current Firm:||13|
|Firm's Number of Clients:||442|
|Firm's Number of Planning Clients:||245|
|Firm's Number of Managed Clients:||282|
|Assets Managed by Firm:||$125,000,000|
|Bachelors of Science in Finance - Business||
Oregon State University - Corvallis, Oregon
Growing up in a small town like Sweet Home, Oregon, was very special. It was a thriving community when I was young. Logging and the timber industry were the major sources of income for much of the area. I was blessed to have my great-grandmothers, all grandparents, and numerous aunts and uncles nearby. I went on to graduate from Oregon State University with a degree in financial management and was also a member of the successful 1985 and 1986 OSU Beaver baseball teams. After a 13-year career in transportation and logistics, I moved into the financial world as an advisor. During these early career years, I was lucky enough to meet my wife, Lisa, and we later had our daughter, Olivia. We love to travel as a family and have been to many national parks and made a couple of trips to Europe.
I enjoy giving back to the community. I have been involved in Elders in Action, a nonprofit elder advocacy group, as well as supporting a scholarship fund in the memory of my father. I also enjoy golf, hiking, and following Beaver sports teams.
I assist in planning meetings and the operational side of new client relationships. I am an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.
Financial Advice & Consulting
Oswego Crest Financial Group, LLC is an independent firm that that that offers Financial Planning and Investment Management. We a We a We always remain independent that offers Financial Planning and Investment Management. We always remain independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.
Financial Planning for Individuals
Working with us can help you put a plan in place to pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation, Retirement Income Planning, Estate planning, Risk management, Business planning and Taxation.
Your individual financial objectives, personal investment style, and risk tolerance are the primary criteria that influence our recommendations to you. Commonwealth offers us access to an extensive selection of third-party investment vehicles and objective, independent research from its in-house analysts, helping us to help you pursue your goals.
|Mon.||7:00 AM - 4:30 PM|
|Tue.||7:00 AM - 4:30 PM|
|Wed.||7:00 AM - 4:30 PM|
|Thu.||7:00 AM - 4:30 PM|
|Fri.||7:00 AM - 4:30 PM|
|The Entire Portland Metro Area|