Jeff Wirth

Senior Vice President/Investments

Jeff Wirth works directly with his clients to navigate the complexities inherent in wealth management by reviewing current investment plans, creating personal investment guidelines, implementing proper asset allocation (based on both risk tolerance and market valuation considerations), and assessing income needs. For over 40 years, Jeff has been assisting families all over the country in implementing and managing their investment plan for current and future needs.

A veteran in the Financial Services industry, Jeff began his career at Foster & Marshall in 1979. In 1990, he helped open the Portland office of Ragen MacKenzie.

Jeff is a proud graduate of Oregon State University, earning a Bachelor of Science degree in Economics. He is committed to a rigorous fitness program. He also enjoys skiing, fishing, and biking. Jeff is currently involved in Man-Up, a ministry group for men designed to provide leadership, training, and adventure to the next generation of church leaders. Jeff lives in the Portland area with his wife of 30 years. They have two grown children.

Phone (503) 499-6269