financial advisor in Tillamook Reed Munly
408 Main Street
Tillamook, OR 97141
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It is my pleasure to serve the financial needs of people in Western Oregon. My experience in the financial industry started in 2003 and I became a financial advisor in 2005. I hold a Bachelor of Science degree in speech communication from Oregon State University. California Insurance License #0K65740.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I'm a board member of the Tillamook Family YMCA. In my free time, I enjoy spending time with my wife and three children, camping and mountain biking.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office408 Main Street
Tillamook, OR 97141
Secondary office115 North Hemlock Street
Cannon Beach, OR 97110
Secondary office400 East Olive Street
Newport, OR 97365
Secondary office928 Sw Fifth St
Lincoln City, OR 97367
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.