Our Professional Team






















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


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


Financial Planning Association

Progressive Asset Management Group

First Affirmative Financial Network


    Certified Financial PlannerTM



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.

Bryan is registered to sell securities in Oregon, Washington, Maryland & Alaska. Oregon Agent Life, Health & Variable Annuity insurance license.  


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.


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

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


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.