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Portland Office

 
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Connor W. Kavanaugh, CTFA, ChSNC
Special Needs Planner
T (503) 928-3851
ckavanaugh@financialguide.com

 
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Alisha Langford, ChSNC
Special Needs Planner
T (503) 928-4081
alishalangford@financialguide.com

 
 
 
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Sara Tomasselli
Financial Advisor and Relationship Manager
T (503) 928-4083
stomasselli@financialguide.com

 
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Emily Sheldon
Paraplanner

 

Seattle Office

 
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Steve Cooke, ChSNC, CLU
Special Needs Planner
T (425) 651-8123
stephencooke@financialguide.com