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Capital M Lending is a local mortgage brokerage firm in Lake Oswego, OR, dedicated to providing clear, affordable, and enjoyable mortgage services. With a team of expert mortgage advisors, they strive to help clients make smart real estate investments by offering competitive rates and personalized outcomes that best fit their needs. As true mortgage brokers, Capital M Lending specializes in mortgage financing for home purchases and refinancing, offering a wide range of loan options from conventional to FHA, VA, and USDA. With access to a network of lenders and loan products, they can often say yes when other banks say no, providing top customer service and a transparent process. Their commitment to their clients' success is evident through their honest answers, clear explanations, and reliable guidance.Generated from the website

David is a Managing Director and Principal in the Robertson Stephens Portland office. David's portfolio management and advisory experience spans more than 25 years and he brings a seasoned perspective to portfolio construction and practice management.Prior to Robertson Stephens, David co-founded Rain Capital. He was the Chief Portfolio Strategist and was responsible for the overall investment philosophy, portfolio construction, and managing client assets. David was also the firm's Chief Compliance Officer. Prior to co-founding Rain Capital, David was a co-founder, President and Chief Investment Officer of one of the early Portland-based RIA's, Pacific Investment Advisors (PIA). Under David's leadership, PIA was one of the early adopters of incorporating non-traditional assets into the portfolio construction process. Subsequently, David merged his practice into Arnerich Massena, where he was Director of the Wealth Management Group.David holds a B.A. in Economics from the University of Delaware. David enjoys hiking and biking in the PNW and traveling with his family. He is also an avid seeker of new music across different genres.

Reichlein Troy CPA, located in the picturesque town of Lake Oswego, Oregon, is a trusted and licensed accounting firm offering a range of professional services to individuals and businesses. With expertise in both Oregon and Washington tax laws, Reichlein Troy CPA provides personalized financial solutions to help clients navigate the complexities of taxation, ensuring compliance and maximizing financial efficiency.Generated from the website