Shawn O. Higley

Shawn O. Higley

Owner / Advisor

An experienced wealth management executive who has served 29 years as a leader and wealth advisor in the largest financial services firms in the U.S.  

CERTIFICATIONS:
* CRPC - Chartered Retirement Counselor
* CPFA - Certified Plan Fiduciary Advisor 
* CTFA - Certified Trust Estate Advisor
* NQPA - Nonqualified Plan Advisor
* AIF® - Accredited Investment Fiduciary 


EDUCATION:
* College of Financial Planning
* Cannon Financial Institute Levels I, II, III
* American College of Financial Services
* Investments and Wealth Institute - CIMC Program
* Russell Investment Advisor Institute
* Oregon State University - B.S. Business
* Oregon State University - B.S. Economics
* Pendleton High School - The Buckaroos

LICENSES:
* Securities Licenses: 6, 7, 9, 10, 63, 65
* Insurance Licenses: 
     - Life & Health
     - Long Term Care
     - Commercial Property & Casualty
     - Personal Home, Auto & Liability

CAREER HIGHLIGHTS:
* Principal Financial Group, Northwest Retirement Consultant
* US Bank Private Client Group, Senior Vice President - US Sales
* Wells Fargo Wealth Management, Senior Vice President - Northwest Regional Director

PERSONAL:
I was born at the Salvation Army in NW Portland, adopted out of Waverly Children's Home in SE Portland and raised in Pendleton, Oregon.  I attended Oregon State University and launch my career in San Francisco and later relocated back to Oregon and I thank God for all the gifts, struggles, endurance and guidance that He provides.  God is Great!