Broker Check

Our Team

A Century of Insight . . . Generations of Trust

Deep Advice. Genuine Care. Lasting Impact. Where insight meets integrity. We thrive by empowering the families we serve through rigorous, comprehensive financial guidance across all stages of life and for generations to come. We go deeper, work harder, and care more by delivering thoughtful financial plans, sophisticated investment strategies, and tax-conscious guidance tailored to each client’s life. Women owned and led, backed by over a century of collective industry experience.

Miyoko Segawa, CFP®

Partner, Wealth Management Advisor

I was born and raised in northern Japan, where I earned a Bachelor of Arts from Shizuoka University. I later completed a second bachelor’s degree in international studies and economics at the University of Nebraska at Omaha.In 2002, I...

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Tina Brannan, CFP®

Partner, Wealth Management Advisor, LPL Registered Principal

I am a dynamic and detail-oriented person, which carries over into all aspect of my work. Providing support to a senior research analyst was my first job in the investment industry back in 1993. This sparked a lasting enthusiasm for...

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Jennie Mack

Practice Manager

I began my career in the financial industry in 1992. Truly captivated by this dynamic and fast-paced industry, I acquired my securities registration six months later. I have worn many hats throughout my 30+ years in the industry, but...

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Katelin Walker

Financial Advisor

I transitioned into financial services in 2023 with a genuine passion for helping people in my community build financial security and confidence. I earned my master’s degree in Agricultural Education from Oregon State University in...

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Shane Karr

Client Service Associate

I entered the industry in 2002 as a Training Coordinator with American Funds. After that, I spent seven years serving the community as a 911 dispatcher for Washington County, where I developed a calm, solution-focused approach in...

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