Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
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Dan Maxwell, CSA, CMFC
Registered Principal, Financial Advisor
As the Registered Principl, Dan has brought together a unique team of professionals to provide solutions for nearly any investor's needs. He provides a resouce for comprehensive financial planning, retirement planning, or just some independent investment advice.
After many years in banking, Dan wanted to serve his clients with a more personalized service, and specializes in meeting the needs of clients over 50. Dan helps his clients with a variety of investment management options, comprehensive financial and estate planning and retirement income planning. As a Certified Senior Advisor, Dan also provides a very personal risk management analysis and provides life and long term care insurance and medicare planning as needed by his clients.
Dan serves as a past President of the Camas-Washougal Rotary Club and is active in both the Camas-Washougal and Greater Vancouver Chamber of Commerce.
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Cyrus Anderson, CFP, CSA
Certified Financial Planner
Cyrus Anderson has served as a financial advisor since 1991, and earned his Certified Financial Planner designation in 1996. He works with clients of all ages across the full spectrum of financial planning concerns. He specializes in retirement income planning, inheritance investments and annuities strategies, and long-term care insurance and Medicaid planning for seniors.
Cyrus has two grown daughters, and he and his wife Liz share a love of gardening and travel, and he still enjoys a hobby of over thirty years of owning and restoring old Volvo automobiles.
