For the second consecutive year, Lori Flexer, CFA, senior vice president and Jim Rudd, principal and chief executive officer, have been recognized as Portland’s Five Star Wealth Managers by Portland Monthly magazine.
To read more, click here.
For the second consecutive year, Lori Flexer, CFA, senior vice president and Jim Rudd, principal and chief executive officer, have been recognized as Portland’s Five Star Wealth Managers by Portland Monthly magazine.
To read more, click here.