Meet The Team

Rich’s sharp focus is appreciated by many clients. They understand that their financial future is a serious topic and Rich brings a no-nonsense approach to the table. He has been helping clients pursue their financial objectives since 1988. A frequent speaker and presenter on various estate, financial planning and investment topics, he has appeared in front of CPAs, attorneys, companies of all sizes as well as local Universities and associations.

He is one of the managing partners and founders of Strategic Financial Partners, Ltd. A proponent for youth and high school sports, Rich coaches and is actively involved with West Linn Baseball. He has also volunteered at several Special Olympic sporting events. Rich also advises the leadership of Portland Fellowship of Christian Athletes, providing guidance and vision for these organizations. Rich is a foodie and lives in Washougal, WA with his wife, Kim, where together they really appreciates the beauty of a wonderfully prepared meal along with an exceptional bottle of wine.

Grant is a people person. His friendly and warm nature means no one is a stranger for long. He is passionate about understanding clients’ personal and emotional needs, then educating and empowering them to make wise stewardship decisions for their families and businesses. The right mix of slapstick humor and intellectual skills allow him to make the financial planning process understandable, executable, and a good time for clients.

He is one of the managing partners and founders of Strategic Financial Partners, Ltd. He started his career in 1996 after graduating from Central Washington University. He is a past board member of the Oregon Fellowship of Christian Athletes and continues to support its causes today. He currently lives in Bend, Oregon. His love of all things outdoors makes the Pacific Northwest his playground. Horseback riding, bird hunting, Harley riding, paddle boarding, water and snow skiing keep him outdoors and active.  Harley - a German wirehaired pointer (GWP) - is his trusted companion on most adventures.

If ever you find yourself in an unfortunate situation such as stranded on a deserted island, Mike is the guy you would want with you. His resourcefulness helps us navigate complex situations and thwart roadblocks. A West Linn native, he attended Western Oregon University on a baseball scholarship and graduated in 2009 with a degree in business and finance with a minor in entrepreneurship. His career at SFP began in 2006 and 2008 as an intern. After college, he worked as a Financial Representative at Country Financial before joining us again in 2011. He lives in Keizer with his wife Whitney, their son Dexter, and their daughter Ruby. He daydreams about playing golf professionally.

Kevin brings energy and outside-the-box thinking to the table in our office. His questioning of the status quo is valuable to us in an industry that can be slow to new ideas. He joined us in 2013 from the Santa Fe, New Mexico office of Merrill Lynch where he was a Financial Advisor working with High Net Worth Retirees and Medical 401k plans. Previously he was an Advisor at a small boutique firm on Wall Street in New York. He started in the industry as a Financial Editor at one of the largest investment firms. Kevin holds degrees in Math and Philosophy and is an award winning filmmaker. Kevin moved back to New Mexico where he and Katja, his wife, are raising three rambunctious children.