|Pictured Above (from left to right):
Doug Van Allen, CFP®, Senior Financial Advisor, Partner; KC Mink, Partner;
Sheryl Olson, ChFC® – Financial Planner, Partner; Lauren Reed, CERTIFIED FINANCIAL PLANNER™
PORTLAND, OR (February 2014) – The recipients of the award are: KC Mink, Doug Van Allen, Sheryl Olson and Lauren Reed. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
Five Star Professional partnered with Portland Monthly magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than six percent of the 6,000 wealth managers in the Portland area were selected for the honor.
Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through TPG Financial Advisors, LLC, a registered investment advisory firm.