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Your Future...Our Focus

Team

Since 1990 we have been helping our clients develop comprehensive wealth plans that allow them to attain their desired lifestyle and legacy goals, reaching out to our clients in an extraordinary way, and building extraordinary friendships. We have a unique relationship with our clients and make it our business to know your aspirations and dreams, so we can help you accomplish your goals for the reasons that are important to you. Let us show you how we can add value to your life.

 

Greg Allen, CFP®

Partner, CERTIFIED FINANCIAL PLANNERâ„¢

503-594-1210

A partner of the firm, Greg has been helping clients make wise choices about their wealth since 2001. In addition to leading our wealth planning team, he is also a member of our Investment Committee.

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Richard Brock

Founding Partner, Division Manager

503-594-1212

Richard is a founding member of Wellstone Wealth Management. His responsibilities include oversight of the firm's investment management team and meeting with clients to review their portfolios and present recommendations.

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Debbie joined Wellstone Wealth Management in 2002 as the Client Care Associate. Her main responsibility involves being in contact with clients and prospects to schedule appointments and oversee client care.

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