Team
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:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
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.
Paul S. Carlson
Founder/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
Financial Advisor
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 Boer
Operations Manager
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 Carlson
Office Manager
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,...
Sherrie Fillis
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...
AdriAnne Carlson
Client Services Associate
AdriAnne has been with the 4:8 team since 2021. She will probably be the voice you first hear when you call in.