Retirement Counseling

If you are in need of retirement/financial counseling, you can contact our following representatives:

Fidelity
Justin Blatny
Schedule Appointment
Email: [email protected]
Phone: 503-278-0414

TIAA
AJ Martinez, CFP
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual or in-person)
Email: [email protected]
Phone: 503-265-3905

Christian Long
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual or in-person)
Email: [email protected] 
Phone: 971-482-8321

General Inbox: [email protected]

Liliana Zwart – Yo hablo español
Financial Consultant | TIAA Financial Solutions
Schedule Appointment (virtual)
Email: [email protected] 
Phone: 720-572-6764

Oregon Savings Growth 457 Plan (OSGP)
David Rayburn
OSGP Representative
Email: [email protected]
Phone: 541-601-2468
Website: www.growyourtomorrow.com

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