Eric Adler and Kip Mechals specialize in retirement planning, wealth management and preservation strategies. Together they advocate a disciplined investment approach that employs tactical, proactive investment management. That approach provides individual and business clients with a strategic defense plan to help preserve assets in a declining market and an offense to take advantage of a rising market.
Eric has over 25 years of professional experience working in various segments of the financial services industry, including positions with investment firms, mutual funds, and insurance companies. He graduated with a bachelor’s degree in finance from Michigan State University.
Kip has been in the financial industry since 1989 and is a co-founder of Cascadia Wealth Management. He earned a business degree with emphasis in finance and economics from Western Oregon State University.
Both Eric and Kip hold the Series 6, 7, 63, and 65 security registration.Their backgrounds and partnership give them a distinct advantage when advising clients in the Northwest or across the nation.
Led by Kyong Porreco, the staff of the McMinnville office provide refreshingly fast and friendly service to clients of Cascadia Wealth Management. They understand the intricacies of the sometimes bewildering world of financial paperwork and make the process of opening and servicing accounts almost enjoyable for their clients.