Jeremy Watson, CFP®, EA, LTC

• Certified Financial Planner™ (CFP®)

CFP® certification is the standard of excellence in financial planning. He has completed the rigorous training and education, and meets the required ethical standards. CFP® professionals are committed to serving their clients’ best interest today to prepare to them for a more secure tomorrow.

• Investment Advisor Representative

He is registered through the Financial Industry Regulatory Authority (FINRA) and the State of Oregon Division of Financial Regulation. He currently manages over $25 million in investment assets for individuals, businesses, and trusts.

• Enrolled Agent (EA)

He has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). EA is the highest credential awarded by the IRS. Enrolled agents, along with CPAs and attorneys, have unlimited practice rights.

• Licensed Tax Consultant

He is licensed through the Oregon Board of Tax Practitioners.

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Tony Davidson, CPA

In January 2020, Tony Davidson retired after 40 years in the business, he remains involved as a Consultant.