Our Team

A higher level of advice.

We’re not big on talking about ourselves — what you have to say is a lot more important. But for those of you who don’t know us, it might be helpful if we step out into the light for a moment and give you a better idea of who we are (as people, not financial advisors), what drives us (your goals), our passion for Portland, and why you may want to work with us (we’re independent, fee-only, fiduciaries, and nice folks). After this, it’s all about you.
Kendall Acheson, Lead Advisor

Kendall Acheson

Lead Advisor, CFP®
David Christian, Founding Partner, Managing Director, CFP®

David Christian

Founding Partner, Managing Director, CFP®
Megan Cieslinski, Administrative Specialist

Megan Cieslinski

Administrative Specialist
Shelby DeSiervo, Service Advisor & Client Service Manager, CRPS®

Shelby DeSiervo

Service Advisor & Client Service Manager, CRPS®
Kelli Gamble, Relationship Manager

Kelli Gamble

Relationship Manager
Jeffrey Gates, Lead Advisor, CFP®, MBA

Jeffrey Gates

Lead Advisor, CFP®, MBA
Brian Hefele, Founding Partner, CFP®, CIMA®

Brian Hefele

Founding Partner, CFP®, CIMA®
Jeffrey Krum, Founding Partner, CIMA®

Jeffrey Krum

Founding Partner, CIMA®
Eric Lochner, Lead Advisor, CFP®

Eric Lochner

Lead Advisor, CFP®
Cara Miller, Relationship Manager

Cara Miller

Relationship Manager
Mandy Peterson, Relationship Manager

Mandy Peterson

Relationship Manager
Zach Reuter, Client Service Associate

Zach Reuter

Client Service Associate
James Taylor, Lead Advisor, CFP®

James Taylor

Lead Advisor, CFP®
Susan Watson, Director of Operations & CCO, SPHR

Susan Watson

Director of Operations & CCO, SPHR
Eric Yan, Relationship Manager

Eric Yan

Relationship Manager

Contact Us

To experience Advice at a Higher Level, contact us for an informal meeting or no-obligation portfolio assessment.
Cable Hill Partners
1155 SW Morrison Street
Suite 400
Portland, OR 97205
p: 503.765.1223
t: 888.313.0417
f: 503.765.1224
e: This email address is being protected from spambots. You need JavaScript enabled to view it.
Jackson Tower, Portland, OR
© All materials are copyrighted 2019 Cable Hill Partners LLC.