Inman Financial Services, Inc.

Keith Johnson is a financial advisor at Inman Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Purshe Kaplan Sterling Investments and a long tenure at Inman Financial Services dating back to 2008. Inman Financial Services, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental analysis and modern portfolio theory with a focus on long-term investment strategies, offering both discretionary and non-discretionary management tailored to clients’ risk tolerance and financial goals.

Micah Dorr is a CFP® with seven years of industry experience, currently serving at Inman Financial Services, Inc. since 2018. Prior to joining Inman, he worked at Farmers Insurance from 2014 to 2018. Inman Financial Services, Inc. provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading focus to tailor investment strategies based on client risk tolerance, time horizon, and liquidity needs.

David Inman is a financial advisor with Inman Financial Services, Inc. in Portland, OR, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at several firms, including Purshe Kaplan Sterling Investments and Security First Advisors, and has been with Inman Financial Services since 1992. Inman is also a licensed insurance agent. Inman Financial Services, Inc. serves individual and high-net-worth clients with portfolio management and financial planning, using a blend of fundamental analysis and modern portfolio theory to tailor investment strategies. The firm provides both discretionary and non-discretionary management and prepares customized Investment Policy Statements for each client.