Growth Expansion The firm recently expanded offices to Bend, Oregon, signaling geographic growth and potential cross-region client outreach in Central Oregon’s corporate and high-net-worth markets.

Scale & Capacity Manage nearly $2 billion in assets for over 200 clients, indicating established advisory capabilities and a potential opportunity to upsell to larger corporate plans or multi-client engagements.

Retirement Expertise Focused on 401(k) plan management and fiduciary oversight for regional to mid-sized employers, presenting a clear channel for selling enhanced plan services, governance, and education programs.

Tech-Driven Employs modern tech tools and platforms (LinkedIn Ads, iCIMS, Calendly, AWS, Google Cloud, WordPress), which can be highlighted in consultative outreach to demonstrate efficient onboarding, education, and client experience improvements.

Financial Wellness Recent investments in Financial Wellness Specialists and partner education initiatives position the firm to offer comprehensive participant education packages and wellness programs to employers seeking better retirement outcomes.