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.

Driving directions

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...

View Profile

Andrea Reed, CPA

Tax Manager

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

View Profile

Carley Dillon

Chief Experience Officer

As a growth and operations manager, I help clients live a richer life by keeping things ru...

View Profile

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...

View Profile

Hunter Leishman

Associate Advisor

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

View Profile

Joe Volcheck

Associate Advisor

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

View Profile

Karen Harris, CFP®, CRPC®

Lead Advisor

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

View Profile

Katy McDonald, CFP®

Advisor

I work alongside an extraordinary team that looks beyond the balance sheet to help clients...

View Profile

Leilah Buker

Associate Advisor

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

View Profile

Levi Guthrie

Tax Manager

As a member of the Growth and Operations team, I work with potential clients as they get t...

View Profile

Rebecca Fink

Growth & Operations Associate

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

View Profile

Scott Greve

Lead Advisor, Real Estate Advisory Group

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

View Profile

Steven Hanks, CFP®

Lead Advisor

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

View Profile

TaraLynn Reinhart, JD

Estate Planning Lead Advisor

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

View Profile

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