About Willamette Investment Advisors
1600 SW Western Blvd, Ste 270 Corvallis, OR 97333 (541) 758-8090 phone (888) 758-8090 toll-free (541) 758-8099 fax Email Us	Brian Robertson Brian Robertson works with individuals, families, and business owners who value the expertise and unbiased nature of an independent financial advisor. Whether in the accumulation, distribution, preservation, or transfer-of-wealth stage in life, Brian takes the time to understand the goals and objectives of each client and guides them toward successful completion. This includes retirement and investment planning, working with small business retirement plans, and advising 401(k), PERS, and other retirement plan participants. Brian graduated from Willamette University with a degree in Business Economics. He has an Accredited Asset Management Specialist designation from the College for Financial Planning. Brian began his career at a major brokerage firm in the Seattle area in 2000 and has been an independent advisor since 2005. Brian is a member of the Rotary Club of Greater Corvallis, Leadership Corvallis, the Corvallis-Benton Chamber Coalition, and the Corvallis Independent Business Alliance. His family includes his wife, Sarah, and one-year-old son, Brandon. For leisure, he enjoys Claudia Weintraubgolfing, running, hiking, and fishing. Claudia Weintraub works as an administrative assistant, handling administrative and client services. She graduated from Shippensburg University (Pennsylvania) with a BS in Education. Her excellent organizational skills and warm personality are valuable assets to the firm. Claudia enjoys painting with Vistas and Vineyards and is a member of the Corvallis Art Guild.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. Securities and advisory services offered through KMS Financial Services, Inc. member FINRA/SIPC.