Meet Our Staff

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and actively participate in the management of your finances. 
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.

We're looking forward to sharing our knowledge and experience to help you pursue your financial goals.

 


Audrey Creak

Assistant Vice President
LPL Registered Principal


Phone: (541) 997-3090
Fax: (541) 997-3625
Email

Audrey joined our financial services team in November 2004 and has 18 years of industry experience. She has completed numerous educational courses pertaining to her profession, and currently holds the following industry registrations:

FINRA Series 7, 24, 63, & 65 (through LPL Financial)

Oregon and California State Insurance licenses

 

 

 


Dan Armstrong

Client Service Associate


Phone: (541) 997-3090
Fax: (541) 997-3625
Email

 

Dan transitioned from the banking industry and has been a part of our team since 2010.  Dan's years of experience, his knowledge about process and operations and his customer service skills make him an asset to our team as well as our clients.  

 


Kevin Groves

Insurance Services Representative

Phone: (541) 902-7265
Fax: (541) 997-3625
Email

 

 

Kevin joined our financial services team in April of 2015, bringing 5 years of experience focused on life insurance, annuities and long-term care insurance.  He currently holds his life & health license in the state of Oregon.