I provide comprehensive financial planning so people can enjoy today while feeling safe about the future. I am a fee-based fiduciary planner and can also provide investment management and insurance (life, long term care, disability) planning.
What’s most important to you, when choosing a vendor for a product or a service?
What’s most important to you, when choosing a vendor for a product or a service? Several PRO Members shared their thoughts about this: Greg Parson, Lex Resources (Collection Service) Credibility. “How long have they been in business? What knowledge and expertise do they demonstrate? If...
PRO Portland Fall Membership Campaign Kicks Off!
FALL MEMBERSHIP CAMPAIGN – THROUGH DECEMBER 31! SPONSOR A NEW MEMBER AND BOTH YOU AND THE NEW MEMBER SAVE! Invite a qualified guest and if your guest applies and is accepted for membership before December 31, 2019, you receive $100.00 off your dues for the...
Board of Directors
The Professional Referral Organization of Portland (PRO) is a diverse group of experienced business people gathered to extend and enhance each Member’s network of professional relationships and resources.
“Resources and Relationships are the ROOTS. Referrals are the FRUIT.”