Business Partners

Surround yourself with the right team of professionals

Northwest Financial & Tax Solutions works with independent professionals in related fields from across the Portland Metro area. There is often strong cross over between discussions about retirement planning and various other aspects of individual’s financial lives. Clients are not required to utilize any of our business partner’s services. Our goal is to work with the best of the best to make sure our clients think more of us after visiting with one of our business partners.

Clarissa Laub

Life and Long Term Care Specialist

Northwest Financial & Tax Solutions

Clarissa is our resident specialist in life and long term care. She seeks to find the best rates and policies for her clients. She works closely with our advisor team to ensure solutions fit their unique needs.








Deane Stitt

CPA

US Tax Centers NW

View the US Tax Centers NW Website

Deane does tax planning and preparation for individuals and businesses. He has a passion for tax planning, and has many years of experience working with a wide variety of clients with a broad range of taxation issues for individuals and businesses, including rental properties, complex K-1s from pass-through entities, and complicated brokerage statements.





Bob Kabacy

Estate Planning Attorney

Kell, Alterman & Runstein, L.L.P.

View Bob's Website

Bob is one of the managing directors in the estate planning division of Kell, Alterman & Runstein. He focuses on estate planning, probate law, trust administration, asset protection, and corporate transactions.He has been practicing law for over 20 years. He believes strongly in treating each of his clients with the same respect, regardless of whether their estates are worth millions or thousands. He prides himself in being able to combine big-firm resources with small-firm service. He is the author of Last Wishes, a practical how-to book on estate planning.


Dave Cooley

Insurance Agent- Home, Auto, P&C

Connect Insurance

View Dave's Website

Matt Troy

Mortgage Broker

First America Mortgage

View Matt's Website

Matt has been in the mortgage lending industry for over 10 years. He seeks to find the best possible rate and term to meet individual needs. Matt believes in the importance of attention to detail and thorough communication throughout the lending or refinance process.