Advisors at this firm
Scott T
Series 65, Series 66
Portland, OR
Tenbridge Partners LLC
Scott Thurman is a financial advisor with TenBridge Partners LLC in Portland, OR, holding Series 65 and Series 66 licenses and 11 years of industry experience. He has worked at TenBridge Partners since 2019 and previously held roles at Johnstone Supply from 2015 to 2019. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a quarterly Investment Committee to guide portfolio management, offering discretionary asset management alongside standalone and subscription-based financial planning.
Erik L
CFP®, Series 66
Portland, OR
Tenbridge Partners LLC
Erik Lawrence is a CFP® with 23 years of industry experience, currently serving as an advisor at TenBridge Partners LLC in Portland, OR. He previously worked at Kms Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he serves as board chair of the charitable organization TEAM TOGETHER. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary asset management, standalone financial planning, and a subscription model, with investment decisions guided by a quarterly Investment Committee that manages diversified portfolios.
Sirra A
CFP®, Series 65
Portland, OR
Tenbridge Partners LLC
Sirra Anderson Crum is a financial advisor at TenBridge Partners LLC in Portland, OR, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Starbucks, The Original Dinerant, Portland State University, American Eagle, and Café Yumm. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined investment approach guided by a quarterly Investment Committee and offers a range of services including discretionary asset management, standalone financial planning, and ongoing subscription-based planning and management.
Elizabeth V
Series 65
Portland, OR
Tenbridge Partners LLC
Elizabeth Van Vleet is a Series 65-licensed financial advisor with TenBridge Partners LLC in Portland, Oregon, where she has worked since 2020. She has four years of industry experience and previously consulted on internship program management at Saturday Academy. TenBridge Partners provides financial planning and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a discretionary asset management approach guided by a quarterly Investment Committee and offers various planning models including hourly, flat-fee, and subscription services.