 Brian Robertson
Brian Robertson 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. Brian also serves on the board of directors and the finance committee for the Boys and Girls Club of Corvallis. His family includes his wife, Sarah, and son, Brandon. For leisure, he enjoys golfing, running, hiking, and fishing.
 Claudia WeintraubClaudia Weintraub assists in 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.
|
