For the past two years, I’ve had the great pleasure of teaming up with Willamette Valley Hospice and Collier Law. Together, we’ve brought the opportunity for knowledge and empowerment to women in our community. The last several seminars have been such a great success, we’re doing it again. Women’s Worth is a free financial and estate planning seminar. We…
Last spring, my wife Laurie and I bid on an auction item at the Rotary Club of Salem dinner and auction. The package included and a private tour of the Oregon State Hospital Museum of Mental Health. We decided to take our team, and some friends, to enjoy this fascinating tour. From an overview of its origins in 1862,…
Once a quarter, we like to give a team update to let you know what’s going on in our lives both personally and professionally. Here’s what the second quarter of 2018 looked like for us. Taking advantage of all the sunshine we have been experiencing, Michelle has been outdoors as much as possible. Visits from family and friends…
Did you know that one of five people in our community go to bed hungry every night? Marion Polk Food Share is working hard to change that. Their programs range from emergency food supply, managing Meals on Wheels, coordinating incredibly fertile community gardens and much more. Over 90% of every dollar raised goes directly toward supporting these services. These…
In working with their estate planning attorney, many of our clients choose to name a child or other family member as their successor trustee. In most cases, that individual has little to no experience serving in this important capacity. Here’s a great opportunity to educate trustees and answer their questions proactively. Our friends at Collier…
The first 80 degree day of 2018 and there were still over 50 women who came to learn what they can do to improve their financial and estate plans. This is the second time we’ve co-hosted and co-sponsored this unique event. Women’s Worth is designed exclusively by and for women. In partnership with Willamette Valley Hospice, Collier…
Yesterday, while the rest of the staff was busy working, I had the opportunity to attend the annual luncheon supporting the Boys and Girls Club of Salem, Marion and Polk Counties. While I’ve had a long connection the Boys and Girls Club of Western Lane County, and continue to provide one of the lead sponsorships for their…
Once a quarter, we like to give a team update to let you know what’s going on in our lives both personally and professionally. Here’s what the first quarter of 2018 looked like for us. Last month, Michelle wrapped up the extensive volunteer work she was doing with the Rotary Club of Salem in procuring auction items for…
On St. Patrick’s Day, we were thrilled to join about 2 dozen other sponsors who gathered to support Liberty House. Their annual Celebrate Spring dinner and auction raises funds to support the important work this organization does. Liberty House is a child abuse assessment center right here in Salem. They serve children in Marion and…
Yesterday, I had the great pleasure of visiting Willamette University. I spoke with a group of brilliant students who were in their third or fourth year. Some of them were looking forward to graduation in June, others were gearing up for the transition to grad school; all of them were majoring (just about half double majoring) in…