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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

 

Susan Gilman

Certified Financial Plannerâ„¢

(503) 620-7100

(503) 620-7110

Send Sue an Email Sue opened Southwest Accounting & Tax Service in 1980 to provide accounting, tax and payroll services. In 2000 she became investment and insurance licensed to better serve her clients. In 2005 the business name was...

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Heather Vanderwielen

Office Manager

503-620-7100

503-620-7110

Send Heather an Email

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Michael D'Ambrosi

Administrative Assistant

503-620-7100

503-620-7110

Send Michael an email

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Ruth Cullen

Administrative Assistant

503-620-7100

503-620-7110

Send Ruth an email

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