My Journey and Why I Do What I Do I grew up in rural Oregon, where life was shaped by the ebb and flow of my father’s work

Founder of Prudent Financial Services, LLC | Creator of the GreaterThan™ Retirement Plan | Investment Advisor Representative For over 25 y

I’m a passionate financial educator and planner. My goal is to help individuals and couples become confident about their financial future.

Darrin is a former middle school science teacher turned wealth management professional. As Lead Advisor and co-founder, he specializes in holisti

I have been in the Financial Industry for 30 years.  I own and operate a company called Quality Senior Benefits LLC.  Quality Senior Be

Billy is a financial educator who for the past 20+ years has counseled Individuals, Retiree’s, and Business Owners on avoiding the most com

I believe financial education is the foundation of a successful retirement. Too many people enter retirement with more questions than answers, I&

Jeff is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional® specializing