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I am dedicated to helping my business owner clients modernize their company's retirement plans.
The SL Group
1211 SW 5th Avenue
Suite 2400
Portland OR 97204
(503) 221.4667
(503) 221.4667
Learn more about an advisor's background on
I am dedicated to helping my business owner clients modernize their company's retirement plans.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
About Us
Mission
We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you create a strong, compliant benefits program that runs smoothly, engages your employees and makes your job easier.
Meet Our Team
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ryan Osburn
Senior Wealth Management Lending Officer
NMLS #432311
Bank of America, N.A.
Kirsten M Schubring
Employee Benefits Specialist
Bank of America, N.A.
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Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.