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Oregon Chapter

Financial Services

 

DISCLAIMER:  This list is being provided as a courtesy to the public only. The Autism Society of Oregon makes no warranty or representation as to the qualifications, character, training or expertise of the listed individual or agencies. A listing here is not a substitute for your own inquiry.

Listings are alphabetical by city

BEAVERTON: 


Michelle Drewry

Iron Horse Financial Group
P.O. Box 2273
Beaverton, OR 97075
503-680-9500
email: MDrewry@KMSfinancial.com

LAKE OSWEGO: 

Waddell & Reed
Jay Edwards
5335 Meadows Road
Lake Oswego, OR 97035
(503) 627-0740
Email: jaedwards@wradvisors.com
Website: www.lo.wrfa.com/
As a peer parent of a son with Autism, a key focus of my practice involves Special Needs Trusts & associated financial planning. 

PORTLAND:

Connor Kavanaugh
MassMutual Financial Group
5885 Meadows Road Ste. 850
Lake Oswego, OR 97035
(503) 542-9412
email: ckavanaugh@financialguide.com 
website: www.oregon.massmutual.com/about-us/special-care-resources