Broker Check

5335 Meadows Road Suite 300 Lake Oswego, OR 97035

(503) 627-0740
dreambigger@lifebeyondwealth.com

MISSION

To provide reliable and unwavering service through a client-centric experience that inspires individuals to dream bigger.

VISION

To change lives.

VALUES

Our values. Our non-negotiables. On these, we will not compromise.


Integrity

Sure, it’s been used. Yes, anyone can say it. No, it’s not an original idea. BUT…we’re not here to invent new words. We are here to live authentically through words we are willing to promise, from the depth of our soul, to uphold.

Integrity is our absolute top value. It JUST is. It encompasses honesty, complete transparency, and wholehearted trust. We are simply not worthy of your relationship if we are not over-achieving at this value.

Do. NOT. settle for less.

Compassion

Each journey is comprised of unique realities, challenges, and fears. As part of your greater village, we will help you identify and navigate these. We will respond as personal advocates, being mindful and sincere in our actions and recommendations, even when (especially when) it may not be pretty.

Team

We’re so confident in our belief that we have the most passionate and perfectly-constructed team EVER, that we kinda wish it was an Olympic sport. We are a communication-driven, collaboration-obsessed problem-solvers. And none of us are all of those on our own.

Teamwork is essential. We respect and value one another, and every thought, opinion, and insight shared. Whether interacting with several of us, or one of us, helping your financial goals be realized is a direct result of all of us. Two heads are better than one (hence the advisor partnership) but when an entire team collaborates…something powerful happens.

Client

It’s all about you. We can’t even put into words how you-focused we are. In fact, writing it down almost diminishes the authenticity of the statement…but we can’t leave it out. It’s too important.

Just as you have the highest expectations when choosing your financial advisor, we too have not only carefully constructed our team, but strive to ensure we are working with clients who value our expertise and trust our integrity. If you are here with us, we believe we can do good in your life and will not stop striving to help you achieve your goals. You are part of our team and our intention is to put you first. Every. Time.

03/20