266 Northwest 1st Avenue
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Founder/LPL Financial Advisor
Paul Carlson is the founder of 4:8 Financial and brings over 18 years of experience in wealth management and financial consulting. After graduating from Canby High School, Paul then received his Bachelors degree from George Fox...
Colin Maulding is a graduate of Portland State University with a Bachelor of Science in Finance. He has been working in financial services since 1999 and most recently spent the last 7 years working for a large investment firm here in...
Stephanie is our Operations Manager and may be the one helping you fill out any necessary paperwork. She has been with 4:8 Financial since late 2019, handling administrative details and day to day operations. Her passion is serving our...
Stefani is our Office Manager and covers a variety of responsibilities. Keeping the operations of the business running smoothly is imperative and one that cannot be overlooked. You will experience her joyful personality when you call,...
Client Services Associate
Sherrie has over 20 years of office experience. Her previous experience has been in education where she spent 10 years in the public schools and then 10 years of office administrative duties in...
Alyssa has been with the 4:8 team since November of 2018. She comes to us having worked in customer service for over 10 years and her role as Client Services Associate is well-fitting as she has the capability to work hard and...