James A. Kuxhaus, CFP®
President/Financial Advisor
(503) 990-8061
As a CFP® professional, James' experience in the financial industry, as an engineer, military aviator and manager have refined the critical thinking & risk management skills essential to providing quality investment advice.
Joel Osborn
Insurance Agent
(503) 364-9405
joel.osborn@directionswealth.com
Joel has almost 30 years experience as a licensed life and health insurance agent and small business banker. His experience in providing risk management solutions and business succession & operations assistance, have given him the...
Colby Cypriano
Compliance Director
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...
Juliet A. Hendrickson, ESQ
Senior Attorney, Advanced Planning Group
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...
Stanley R. Smiley, ESQ
Senior Vice President, Advanced Planning Group
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.