Our Professional Team

 

 

 

 

 

 

 

 

 

 

 

CELIA MUELLER, CFP®

Celia specializes in providing integrated services including financial planning, retirement and estate planning, socially responsible investment management, long-term care risk planning and life insurance planning.

Celia is registered to sell securities in Oregon, Washington, California, Idaho, Indiana, DC, Missouri and Virginia. Oregon Agent Life, Health & Variable Annuity insurance license. Washington Agent Life & Disability license.

 

 

 

 

 

 

 

 

 

 

BERNADETTE BANKER, ADMINISTRATIVE ASSISTANT (R)

Operations, Processing and Client Services 

KATRINA ANN LANG, ADMINISTRATIVE ASSISTANT (L)

Tech, Marketing, and Client Services 

 


 


 

 

 

 

 

 

CATHERINE "CATH" CARTIER, NATIONAL BRANCH MANAGER

Progressive Asset Management

A co-founder of Progressive Asset Management, Cath has served in various capacities and became president in 2013. A member of the PAM for over 19 years and its current National Branch Manager, Cath directs PAM’s services and initiatives, encompassing research, advocacy, product, and marketing. She also represents PAM's advisors in communication and partnership with other like-minded socially responsible investing organizations, including USSIF, ICCR and the UN Global Compact. She is also an Investment Advisory Representative with Securities America Advisors, Inc.

www.progressiveassetmanagement.com

 

 

 

 

 

 

 

 

BRYAN BRUMLEY, CFP®

Celia and Bryan are both Certified Financial PlannerTM designees, and Investment Adviser Representatives through Securities America, Inc.

Bryan is registered to sell securities in Oregon, Washington, Maryland & Alaska. Oregon Agent Life, Health & Variable Annuity insurance license.  Bryan works with individuals, families, and small businesses and offers hourly planning services as well as providing socially responsible investment managment

(503) 305-8606

BBrumley@ProgressiveAssetManagement.com

http://www.progressiveassetmanagementpdx.com/

 

 

PROFESSIONAL MEMBERSHIPS


Financial Planning Association

Progressive Asset Management 

USSIF

Green America Business Network

First Affirmative Financial Network

Designations:

    Certified Financial PlannerTM

  



EDUCATION


Both Celia and Bryan participate in all continuing education requirements associated with the CFP® designation, securities licenses and insurance licenses and designations as well as participating in educational conferences for social investment professionals.


Celia: 

Master of Arts degree, Princeton Theological Seminary, Princeton, NJ, 1975.

Undergraduate degree, Westmont College, Santa Barbara, CA, 1972.

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Bryan:

Master of Business Administration, London Business School, 2000;

Master of Arts, Russian Area Studies, Georgetown University, 1995;

Knight Fellow, Stanford University, 1993-94

Bachelor of Arts Degree, University of Texas, Austin, 1974; 

 


 

To serve clients in states other than those listed above it will be necessary for us to be properly licensed by those states prior to providing any services.
 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and Advisory Services offered through Securities America Advisors, Inc., and Arbor Point Advisors. Progressive Asset Management Arbor Point and Securities America are separate entities. 

          

CFP® and Certified Financial PlannerTM are marks owned by the Certified Financial Planner Board of Standards, Inc.


 
   

 

Our commitment

is to help clients reach their financial goals while promoting their core values.



Often these values include peace, justice, responsible business management, stewardship of the environment and avoidance of certain products, industries or business practices.



I use proven methods to help clients identify their values and financial priorities and stay on track.