The Wellstone Group
5800 SW Meadows Rd, Suite 240
Lake Oswego, OR 97035
Toll 800.591.1108
Tel 503.594.1210
Fax 503.594.1234
 |
|||
| DAVID MEIER | Partner, Senior Advisor | Email David | 503-594-1213 |
|
|||
| RICHARD BROCK, MS, CFO | Partner, Portfolio Manager | Email Richard | 503-594-1212 |
|
|||
| DICK DUNCAN, CSA | Partner, Insurance and Senior Services | Email Dick | 503-594-1214 |
|
|||
| GREG ALLEN, CFP® | Advisor, Operations Officer | Email Greg | 503-594-1219 |
|
|||
| SHERYL HUNTER | Marketing Administrator Associate | Email Sheryl | 503-594-1217 |
|
|||
| LISA HANCOX | Operations Associate | Email Lisa | 503-594-1215 |
|
|||
| DEBBIE TILLMAN | Director of First Impressions | Email Debbie | 503-594-1218 |
|
|||
| Certified Senior Advisors (CSAs) have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials, and education signify. The CSA designation alone does not imply experitse in financial, health or social matters. For details, go to www.csa.us. |
|||
Copyright © 2008. The Wellstone Group, LLC. All Rights Reserved.
This communication is strictly intended for individuals residing in the states of OR, WA, CA, AZ, CO, FL, MT, WY.
No offers may be made or accepted from any resident outside these states.
Member of FINRA and SIPC