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FINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HIFINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification.SUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked withCLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HIFINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification.SUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked withCLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as an DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysBRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as a regional field supervisor and with National Planning Corporation as a complianceofficer.
TRACES HAMMETT
Tracee Hammett. Client Service Coordinator. Tracee joined the firm in 2015.She is a native Oregonian.Prior to joining the firm, Tracee was a stay at home mom raising her two children. She has also worked as an administrative assistant/receptionist and attended Portland Community College. Tracee enjoys watching football and baseball and playedJODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes toFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HIFINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification.SUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked withCLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HIFINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification.SUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked withCLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as an DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysBRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as a regional field supervisor and with National Planning Corporation as a complianceofficer.
TRACES HAMMETT
Tracee Hammett. Client Service Coordinator. Tracee joined the firm in 2015.She is a native Oregonian.Prior to joining the firm, Tracee was a stay at home mom raising her two children. She has also worked as an administrative assistant/receptionist and attended Portland Community College. Tracee enjoys watching football and baseball and playedJODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes toFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsJACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central WashingtonJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
FINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsJACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central WashingtonJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as aJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked with DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
TRACES HAMMETT
Tracee Hammett. Client Service Coordinator. Tracee joined the firm in 2015.She is a native Oregonian.Prior to joining the firm, Tracee was a stay at home mom raising her two children. She has also worked as an administrative assistant/receptionist and attended Portland Community College. Tracee enjoys watching football and baseball and playedJOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
BRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes toFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsJACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central WashingtonJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
FINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsJACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central WashingtonJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as aJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.DAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked with DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
TRACES HAMMETT
Tracee Hammett. Client Service Coordinator. Tracee joined the firm in 2015.She is a native Oregonian.Prior to joining the firm, Tracee was a stay at home mom raising her two children. She has also worked as an administrative assistant/receptionist and attended Portland Community College. Tracee enjoys watching football and baseball and playedJOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
BRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes toFINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Advisor Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life andhealth licenses.
FINANCIAL RESERVE
Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.STEVEN M. FAIN
Advisor, Shareholder CPA, ChFC Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge InvestmentALEX J. SHEPPARD
Advisor, Shareholder MBA, CFP Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.DANIEL J. HECK
Advisor, Shareholder ChFC Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses.JACKIE PASCIAK
Advisor CRPC, CRPS, AIF Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research asJENNIFER BROMBERG
Advisor Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.JOYCE MUSCOLO
Scheduling Coordinator Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one yearin Florence, Italy
FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HICLAUDIA PORTER
Advisor Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life andhealth licenses.
FINANCIAL RESERVE
Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.STEVEN M. FAIN
Advisor, Shareholder CPA, ChFC Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge InvestmentALEX J. SHEPPARD
Advisor, Shareholder MBA, CFP Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.DANIEL J. HECK
Advisor, Shareholder ChFC Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses.JACKIE PASCIAK
Advisor CRPC, CRPS, AIF Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research asJENNIFER BROMBERG
Advisor Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.JOYCE MUSCOLO
Scheduling Coordinator Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one yearin Florence, Italy
DEREK CRAM – FINANCIAL RESERVE Advisor Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.JENNIFER BROMBERG
Advisor Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.DAVID K. PEDERSON
Advisor, Shareholder CPA, PFS Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses.BRANDON L. ERICKSON
Advisor, Shareholder CPA, ChFC, CFP Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.TRACES HAMMETT
Client Service Coordinator Tracee joined the firm in 2015.She is a native Oregonian.Prior to joining the firm, Tracee was a stay at home mom raising her two children.JENNIFER CORNETT
Compliance Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses.JOYCE MUSCOLO
Scheduling Coordinator Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one yearin Florence, Italy
JODI MILLER
Client Data Coordinator Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. KIM STONE – FINANCIAL RESERVE Client Data Coordinator Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience.JULIA OLSON
Client Service Coordinator Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication.FINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HISUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.JACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
CLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVE Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HISUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.JACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
CLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anDAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked with DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysBRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as a regional field supervisor and with National Planning Corporation as a complianceofficer.
JODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes toFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVECASE WESTERN RESERVE FINANCIAL AIDFEDERAL RESERVE FINANCIAL STATEMENTSWESTERN RESERVE FINANCIAL Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HISUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.JACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
CLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysFINANCIAL RESERVE
Financial Reserve – Better life through financial planning. Life takes us down many paths. Let Financial Reserve help you plan to enjoy the journey. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client.FINANCIAL PLANNING
Financial Reserve understands what it takes to help create sound financial strategies. Our approach to building wealth encompasses all areas of financial management including investment, retirement, tax planning, risk management and estate planning. We help you create long-term financial stability based on true diversification. OUR TEAM – FINANCIAL RESERVECASE WESTERN RESERVE FINANCIAL AIDFEDERAL RESERVE FINANCIAL STATEMENTSWESTERN RESERVE FINANCIAL Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL, GA, HISUCCESS PLANNING
Your vision of success becomes reality. Through the Financial Planning programs we’ll work with you to help build and protect those assets designed to provide the security and means to maintain that lifestyle. You’ll discover how to harness the energy of temporary intent, and exchange it for long-term commitment.JACKIE PASCIAK
Jackie Pasciak. Advisor. CRPC, CRPS, AIF. Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as theChartered
CLAUDIA PORTER
Claudia Porter. Advisor. Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied LinguisticsALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anSTEVEN M. FAIN
Steven M. Fain. Steve is a native of Oregon and joined Financial Reserve in 1995. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Steve is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) designation.DANIEL J. HECK
Daniel J. Heck. Advisor, Shareholder. ChFC. Dan joined Financial Reserve in 1998. He holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Dan holds the Chartered Financial Consultant (ChFC) designation. Born and raised in Washington, Dan earned his B.S. in accounting from Central Washington KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysJENNIFER BROMBERG
Jennifer Bromberg. Jenn joined Financial Reserve in 2018 as the first permanent Washington Advisor. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Before joining the firm, Jenn spent ten years in the banking industry working in positions of sales, operations, and management.ALEX J. SHEPPARD
Alex J. Sheppard. Advisor, Shareholder. MBA, CFP. Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as anDAVID K. PEDERSON
David K. Pederson. Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA). Prior to joining Financial Reserve, Dave worked with DEREK CRAM – FINANCIAL RESERVE Derek joined the Financial Reserve team in 2019. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Although a native to the Pacific Northwest, he majored in Organizational Communications studies and minored in Social Entrepreneurship & Business at Rollins College in Winter Park,Florida.
KIM STONE – FINANCIAL RESERVE Kim Stone. Client Data Coordinator. Kim joined the firm in 2012. She grew up in Central California and moved to the Portland area in 1997. Kim comes to us with over 15 years of Office Support experience. In addition to being one of our Client Data Coordinators, Kim also helps with our IT support and is an integral member of our team. Kim enjoysBRANDON L. ERICKSON
Brandon L. Erickson. Advisor, Shareholder. CPA, ChFC, CFP. Brandon joined the firm in 2003. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Brandon is a Certified Public Accountant (CPA) and holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®)designations.
JENNIFER CORNETT
Jennifer Cornett. Compliance. Jennifer joined the firm in 2010. She holds Series 7, 24, 53, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Prior to joining Financial Reserve, Jennifer worked with Nationwide as a regional field supervisor and with National Planning Corporation as a complianceofficer.
JODI MILLER
Jodi Miller. Client Data Coordinator. Jodi joined Financial Reserve in 1998. Jodi grew up locally in Oregon and attended Portland Community College studying business, finance and accounting. Jodi enjoys spending time with her son, Jacob, her cats, camping and cold cereal.JOYCE MUSCOLO
Joyce Muscolo. Joyce first joined Financial Reserve in 2006. She attended the University of Oregon, and studied abroad for one year in Florence, Italy before earning her BA at Portland State University. Joyce enjoys yoga, art, lively family gatherings and all thingsItalian.
JULIA OLSON
Julia Olson. Client Service Coordinator. Julia joined the firm in 2005. Raised in Oregon, Julia graduated from Oregon State University with a B.S. in speech communication. She is one of our senior staff members and an invaluable member of our team when it comes to FinancialReserveLogo* Our Team
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LIFE TAKES US DOWN MANY PATHS. LET FINANCIAL RESERVE HELP YOU PLAN TO ENJOY THE JOURNEY. Our mission is to build and preserve our clients’ wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieveresounding success.
__ Schedule a complimentary initial meetingOUR PURPOSE
To HELP our clients achieve• Peace of mind.
• Enduring wealth. • Achieve goals & dreams. • Quality of life.OUR VALUES
• Helping Others and Having Fun in the Process. • Ethics, Integrity & Trust. • Lead a Balanced Life. • Passion for Excellence in Everything we do. FINANCIAL PLANNING > When it comes to planning your finances it is extremely challenging to successfully manage your own affairs.SUCCESS PLANNING >
What does “success” mean to you? Ultimately, success is about more than just money. Our mission is to help you succeed. PERSONAL ECONOMIC ADVISORS SINCE 1985 Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA /SIPC , to residents of: AZ, CA, CO, FL, GA, HI, ID, IL, IN, IA, MA, MI, MO, MT, NV, NY, NC, OH, OK, OR, PA, TX, UT, VA, WA, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Reserve are not affiliated. Check out the background of firms and investment professionals on FINRA’sBrokerCheck .
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