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| Partners |

Toby Daniels



Phone
503.716.9380

Fax
503.624.0817

Location
Principal - Lake Oswego

Practice Areas
Investment Committee
Retirement Plan Consulting
Investment Advisory Consulting
Asset Management
Participant Administration
Retirement Plan Design
Trust Accounting
Tax-qualified Plan Audits


Certifications
Registered Investment Advisor
Licensed Investment Representative
Series 7 Certified
Series 65 Certified
Series 63 Certified


Memberships/Boards
American Institute of Certified Public Accountants
Oregon Society of Certified Public Accountants


Education
Bachelors in English and Communications - Lewis and Clark College
Masters in Education - Lewis and Clark College


CPAs | Wealth Advisors | Retirement Plan Services | Benefit Advisors | International Services