Team

Mission: As a Financial Advisor, Duane’s primary objective is to create a financial plan for those he works with, with the end goal being the accumulation of wealth while working to put risk management strategies in place. When...

With a decade of customer service experience, Abbie believes she can handle nearly anything that needs her attention. As a Lincoln City native, Abbie has a passion for this community, and enjoys helping people. When you call in, Abbie...

Camilla moved to the Oregon Coast from the Adirondack Mountains of northern NY State with husband David. She retired from a long career in banking where she enjoyed helping people achieve their financial goals. A few of her favorite...