Portland Wealth Management

Portland, Oregon

1624 NW Lovejoy Street
Portland, OR 97209
Phone: 503.594.7400
Fax: 971.223.4704

Get in touch

Our wealth management team in Portland can work with you to create a personalized financial plan designed for your big picture. As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Forest Park Conservatory, Urban League, and Social Venture Partners Portland.

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Portland map

Meet your Portland wealth management team

I help clients live a richer life by taking the stress out of their tax compliance and tax...

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Andrea Reed, CPA

Tax Lead Advisor

Brian Penner serves as marketing director at Brighton Jones.

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Brian Penner

Marketing Director

I work closely with our service teams, in-house experts, and business lines to ensure that...

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Carley Dillon

Vice President of Client Experience

I’m the growth and operations manager in our Portland office, meaning I help clients live ...

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Erica Penner

Growth and Operations Manager

I'm grateful to be in a position to help others feel at ease with their financial future s...

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Hunter Leishman

Advisor

Joe Volcheck serves as an advisor in Brighton Jones' Denver office.

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Joe Volcheck

Advisor

Jorge Rosas serves as an advisor in Brighton Jones' Portland office.

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Jorge Rosas

Advisor

Each new season brings opportunities to plan for the unexpected and navigate changes. It i...

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Karen Harris, CFP®, CRPC®

Lead Advisor

To help clients live a richer life, my goal is to foster and deepen a relationship with ea...

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Katy McDonald

Advisor

I bring my personal drive and passion to my position as a tax advisor to help clients with...

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Levi Guthrie

Senior Tax Associate

I am grateful to have the opportunity to navigate complex problems, especially when I know...

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Rachel Kuhnert

Advisor

Rebecca Fink

Growth & Operations Associate

Advising around investments, company benefits, taxes, etc. are all a part of being a good ...

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Steven Hanks, CFP®

Lead Advisor

I guide clients through important life events and help them align their estate and legacy ...

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TaraLynn Reinhart, JD

Estate Planning Advisor

As a Personal CFO, I take a collaborative approach in understanding the needs and dreams o...

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Thaddeus Allen, CFP®

Lead Advisor

Talk to a Portland financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client