DAVID MEIER
dmeier@crownmail.net
Direct Line: 503-594-1213

• Senior Advisor
• Registered Investment Advisor Associate
• Certified Senior Advisor (CSA)®
• Meets with clients to establish financial plans
• Manages your portfolio investments
• Facilitates estate and tax planning

David Meier's Bio »

RICHARD BROCK, MS, CFO
rbrock@crownmail.net
Direct Line: 503-594-1212

• Manages your portfolio investments
• Monitors the market for potential impact on your investments
• Facilitates Portfolio Management Team meetings
• Meets with clients to review investment performance

Richard Brock's Bio »

DICK DUNCAN, CSA
dduncan@crownmail.net
Direct Line: 503-594-1214

• Certified Senior Advisor (CSA)®
• Long-Term Care Specialist
• Executive Coordinator, Senior Resource Alliance™ of Greater Portland
• Manages your insurance policies

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GREG ALLEN, CFP®
gallen@crownmail.net
Direct Line: 503-594-1219

• Advisor
• Registered Investment Advisor Associate
• CERTIFIED FINANCIAL PLANNER™
• Operations Officer/Team Leader
• Meets with clients to implement financial plans and plan changes
• Fields client questions and concerns and processes service requests

Greg Allen's Bio »

SHERYL HUNTER
shunter@crownmail.net
Direct Line: 503-594-1217

• Marketing Administrator Associate
• Advisor Assistant

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LISA HANCOX
lhancox@crownmail.net
Direct Line: 503-594-1215

• Executes client trades as directed by the Advisors
• Prepares updates for client reviews
• Monitors and confirms portfolio changes

Lisa Hancox's Bio »

DEBBIE TILLMAN
dtillman@crownmail.net
Direct Line: 503-594-1218

• Director of First Impressions
• Schedules client appointments
• Client Event coordinator

Debbie Tillman's Bio »