Mary was raised in the Pacific Northwest. She built her financial planning practice at WM Financial services and recently established Tribe Financial Group in 2013. Mary plans to expand her business to central Oregon, working on both sides of the Cascade Mountains.
Mary is a member of the Financial Planning Association and a participant of the Pro Bono Committee and she is a participate of the Fund Development Committee for Central City Concern.
Mary enjoys the outdoors, cooking, music, tennis and spending time with her family and friends.
Kennedy was raised in Portland and graduated from the Portland State University Honor’s College. She enjoys running, the sounds of a fantastic jazz playlist, and exploring the Pacific Northwest with her husband and their pug Dewey Decimal
Kyle has been in the financial services industry for over 18 years. He has enjoyed a successful career helping his clients work towards their financial goals through comprehensive financial planning.
Kyle made is and Oregon native and enjoys everything it has to offer! He is a father to his 3 kids and active volunteer in the community. Kyle graduated from the University of Oregon with a Bachelor’s of Science with a major in Psychology and minor in Business.
In his personal time, Kyle enjoys the outdoors and some of his favorite activities include camping, fishing, and golfing. Above all, he enjoys spending time with his three kids.
Kathy has been in the financial services industry since 2008 helping advisors build their businesses. She currently holds her Series 7 and 63 securities registrations.
Kathy graduated from the University of California at Riverside, and has lived in Lake Oswego since 1988. She is a former board member of Portland Taiko (Asian American drumming ensemble) and has been a longtime supporter of the Oregon Symphony, Portland Opera, and the Portland Art Museum.