Join Us

A Culture of Growth

We can’t resist a challenge. Whether it’s training for a marathon or helping clients find purpose in retirement, we are tireless goal setters and problem solvers.

We seek wisdom.

We see every day as an opportunity for growth and learning. We invite contrarian perspectives to expand understanding, and encourage employees to set aside a quarterly “reading day,” an opportunity to read for insight and enrichment—and to share what we’ve learned with each other.

We value collaboration.

We serve together on committees that address client service, investments, culture, and more to expand our perspectives and solve problems together.

We learn from the best.

We participate in conferences, provide financial support for professional development and education, and offer a mentorship program that helps employees reach their full potential.

An Atmosphere of Inclusion

We bring our full, authentic selves to work every day.

We’re committed to building an equitable culture, and we believe making meaningful progress starts from within. Our inclusive environment expands our perspectives and fosters innovation — enhancing the ways we serve clients and enabling us to better support the community around us.

We create space for employees to have authentic conversations about their own experiences and perspectives.

We listen to employee perceptions of feeling valued, respected, accepted, and encouraged to fully participate.

We address our blind spots through DEI training and development, including inclusive leadership assessments and training on unconscious bias.

We invite diverse life experiences by evolving our recruiting and screening processes to engage a broad candidate pool during hiring.

Our vision is to become a wealth management industry leader in diversity, equity, and inclusion, driving change from within and building a team that represents diverse perspectives and experiences.

A Commitment to Living Well

We’ve earned a spot on the Best 100 Companies to Work For in Oregon list because we provide the kind of work environment that sets up our people to thrive.

What does thriving mean to us?

Financial security.

We offer competitive salaries and bonuses, profit sharing, and generous 401(k) contributions.

Time to enjoy life.

We provide paid parental leave, flexible time off, special summer hours, and sabbaticals every 5 years.

Connecting, learning, and giving back.

Our team building and culture events, as well as paid volunteer hours and matching donations, enrich our lives.

We believe in creating happier, more prosperous lives for our clients—and for us, too.