Team

Rick began his career as a CPA, but moved to financial advising over 30 years ago. While a CPA, Rick always had a passion for financial markets and investing. Originally a partner with his father in Meyer and Meyer Accounting until...

A former Press Secretary in Washington DC, Greg went on to get his MBA in Finance from Portland State University which bolstered his career as a Financial Advisor with KMS Financial Services, Inc. With over 15 years of experience...

After traveling the world for a year with her husband and two young children, Alyssa is back state side and settling in nicely to the Oregon way of life. Always up for the next adventure, Alyssa joined MWM in late 2018 as a Client Associate