Our Team

 

David S. Erlandson, CFP®, Principal
Patrick K. Steers, CRPC
®, APMA®, Investment Adviser Representative

 

Dave is a fee-only, fiduciary financial advisor who has been serving clients since 1994. He is passionate about changing his clients' lives through financial security, and he has been serving some clients for more than 20 years.

Dave earned his Certified Financial Planner™ designation in 1998, and he graduated with a B.A. degree in Mandarin Chinese from the University of Oregon in 1984. He is registered with The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of fee-only financial advisors.

 

 

                     

                 Link to Dave's CFP Board license verification

 

   

Link to Dave's NAPFA Fee-Only Network Registration

                 

                  Link to Erlandson Wealth  Investment Adviser Search

     

      

       Link to Dave's  LinkedIn profile.

 

 

Patrick creates custom financial plans that can model retirement cash flows, taxes, Social Security and potential investment portfolio behavior. He also optimizes client portfolios by evaluating and re-balancing stock, bond and alternative investment securities.

Patrick completed his B.S. degrees in Accounting and Finance at Oregon State University in 2013. He became an Investment Adviser Representative in 2015 and earned his Chartered Retirement Planning Counselor℠  and Accredited Portfolio Management Advisordesignations from the College for Financial Planning.     

 

                      

                 Link to Patrick's Investment Adviser Search

 

 

      Link to Patrick's  LinkedIn profile.

 

  

 

Get started: complimentary in-depth consultation, online planning lab

Are you ready to Get Started by exploring financial planning? You can experiment with an online financial planning lab, or simply take advantage of our complimentary, in-person consultation.

The meeting is a wonderful opportunity for you to ask questions in a relaxed setting. If we're a good fit, we can work together to create a plan. We are low-key: we never pressure you or sell to you.

We also invite you to call or email us regarding our services and any of your financial questions, any time.