Broker Check
  • Contact Info:
  • 8625 SW Cascade Avenue, Suite 240
  • Beaverton, OR 97008
  • 503.352.0188
Financial Risk Asset Leaving a

Trust & Integrity

Trust must be earned and integrity must be proven. At StoneRidge, we invite our clients to meet with us face-to-face, every quarter. We take our fiduciary responsibilities very, very seriously.

Learn More

Experience

Our experience includes so much more than just years in the industry. StoneRidge experience is the culmination of knowledge, expertise, and wisdom gained from our commitment and devotion to our clients.

Learn More

Our Commitment

Our mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust.

Learn More

Helpful Content

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow