Principal, Wealth Advisor
Earl leads our Portland office and is a Principal and shareholder in Vista Wealth Management Group, LLC which is headquartered in Palo Alto, CA. Prior to our merger with Vista in 2019, Earl was the co-founder of Hines Warner Wealth Management, where he served as CEO for twelve years. He specializes in financial planning and portfolio management for high net worth families and business owners. Earl has extensive experience designing complex legacy plans, including the formation and management of charitable trusts and private family foundations. As a respected author and financial speaker, he is known for his infectiously optimistic approach in demystifying financial concepts. His first book, Fearless Retirement, was published in 2008, and he has been featured as a financial expert in Medicine in Oregon, a publication of the Oregon Medical Association and in the online investment magazine, SeekingAlpha.com. Prior to entering the world of finance, Earl worked for Intel and IBM Corporation for over 17 years, serving in a variety of professional and executive management roles. Active in our community, he has served on the boards of numerous social service and arts charities. He currently serves as a member of the Board of Directors for All Classical Portland and holds the position of Treasurer. Earl holds a Series 65 securities license and is an active member of the firm’s investment committee. He resides in Portland, Oregon with his family.
North Carolina State University
Bachelor of Science, Computer Science & Electrical Engineering.
Former Board Member.
Former Board Treasurer.
Former Board Vice Chair.
Former Board President.
Former Investment Committee Member.
Book published December 2008.
Guest lecturer and Financial Author.
SeekingAlpha.com investment magazine,
503.292.2775 | email@example.com