Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. With our understanding of personal finance and our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. In addition, we feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can effectively help clients with various needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. It has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No strategy fits everyone, so every client gets our undivided attention—from planning to execution to follow-up. We proactively help you develop a strategy to address your financial goals and objectives using the most efficient methods available.

Zeb Elkinton

Zeb Elkinton

Chief Operating Officer

Mimi Koza

Mimi Koza, CPA

Senior Accountant

Rose Beers-Saxwold

Rose Beers-Saxwold

Staff Accountant

Lisa Maxwell

Lisa Maxwell, LTC

Payroll Services Administrator

Give us a Call To Apply

Apply Today!

Senior Accountant

We Are Hiring For This Tax Season - Call to Apply

Seasonal Tax Preparer

Seasonal Tax Preparer

Bob Nash

Intern Director

Dani Lack

Dani Lack

Bookkeeper

Hayley Fields

Hayley Fields

Administrative Assistant

541-753-4185

Kady Allen

Administrative Assistant

Kendra Zollman

Staff Accountant

Ryan Mendenhall

Staff Accountant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.