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Phone » 503.924.5055

Fax » 503.924.5590

Toll Free » 877.266.5800

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tom has over 35 years of retirement planning experience and holds RPA and CRPC professional designations.

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William E Smothers

Investment Advisor Representative

503-924-5055 x102

503-924-5590

William has been employed in the investment and retirement plan industry since 2000 and holds Series 7, 63, and 66 Securities Licenses.

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Julie O'Connor

Senior Retirement Plan Analyst

503-924-5055 x 100

503-924-5590

Julie has been a member of Employee Benefit Design, Inc. since 1993, graduated from University of Portland in Business Administration, and is trained as an ERISA professional.

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