Skip to main content
Brian Hefele

Brian Hefele

Founding Partner, CFP®

Content for Brian Hefele


Brian enjoys sharing his nearly 30 years of experience with his fellow team members while advising the families they serve, helping those families make smart financial decisions every day. Brian helped found the firm in 2014.

Outside the office

Brian and his wife, Nici, live in Northwest Portland with their children, Quinn and Reese. They are active members of the Multnomah Athletic Club and Columbia Edgewater Country Club. The Hefele family is passionate about youth athletic activities and can often be found cheering at the many athletic fields in the Portland metropolitan area. At the end of a busy day, they make time for a family dinner and a glass of Oregon Pinot Noir.

Education, Designation & Credentials

  • B.A. Economics
  • Series 65 license
  • Series 66 license

We’d love to meet you