Our Story
Our team is based in Eugene, Oregon,
where we began partnering together as early as 2011.
We each found our way to financial services out of a desire to serve our community, helping our friends and neighbors navigate the complicated world of smart savings and investing. After starting our careers in various banks, credit unions, and investment firms, we joined together to create Tetralogy Financial Planning Group in 2020. Our team approach to planning invites you to partner with us to co-author the next chapter of your financial story, as the most integral member of our team.
To learn more our team members’ regulatory history please see FINRA’s BrokerCheck.