Sandy Aguirre, LUTCF, FSS

Wayne’s Administrative Officer

  • Prepares Wayne’s files for upcoming appointments.
  • Compiles client’s net worth statements and other reports.
  • Handles financial planning fees and billing.
  • Compliance

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Tammy Kauffman, LUTCF

Wayne’s Planning Director

  • Assists Wayne’s clients with our online “Track My Wealth” System.
  • Helps clients establish their Account Connections.
  • Helps clients with the safe storage of their important documents in their online vault.
  • Coordinates all Mt. Hood and North Clackamas Social Security and Financial Seminars.

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Elias Aguirre

Wayne’s Support Specialist 

  • Stays in touch with clients and friends of the firm on a regular basis.
  • Manages Wayne’s calendar.
  • Coordinates all client events.
  • Keeps client’s beneficiaries up to date.
  • Handles client retirement distributions.

 

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Allen Beeks

Wayne’s Account Specialist

  • Works closely with clients establishing new accounts, implementing new transactions, transfers and rollovers.
  • Handles all account deposits and withdrawals.
  • Facilitates life insurance and annuity applications.

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Amanda Cleveland

Wayne’s Relationship Manager

  • Ensures clients, friends, and the community stay updated on upcoming events and important news.
  • Utilizes engaging and purposeful content to provide daily reminders of our core financial philosophies through digital and social marketing channels.
  • Oversees all communications, advertising and PR.

Marta von Borstel

Operations Manager

  • Ensures all computers and systems stay up-to-date.
  • Implements new technology and works to resolve any technology issues.
  • Maintains both offices.
  • Assists with staffing.
  • Makes conference travel arrangements.

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Lauren Hutchinson

Craig’s Special Projects Coordinator

Jessica Quintero

Craig’s Account Service Specialist

  • First person you speak to when calling or visiting our Portland office.
  • Works closely with clients establishing new accounts, implementing new transactions, transfers and rollovers.
  • Processes all account deposits and distributions.
  • Maintains and updates client account information.

Craig’s Relationship Manager

  • Manages Craig’s calendar and schedules all upcoming appointments.
  • She stays in touch with clients and friends of the firm on a regular basis.
  • Assists clients with implementing the use of our Track My Wealth system.