Your Evergreen Outlook is just on the horizon.
We are dedicated to providing personalized service and support across key areas of financial planning including, but not limited to: Wealth management, risk management, tax strategies, estate planning strategies, cash flow, legacy and gifting.
Meet Our Team
Belinda Petshow
Financial Consultant
Meet Belinda, a seasoned financial advisor who started her career with a national bank and two national brokerage firms. In 2008, she applied her banking and securities experience to specialize in complex cases and wealth transfers. With her expertise and problem-solving abilities, she inspires confidence in her clients. Belinda enjoys the great outdoors and is often found on hiking trails or pedaling away on her Peloton.
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Kara Jossi, AAMS™
Financial Consultant
Meet Kara. Kara was once Belinda’s client! She holds the Accredited Asset Management Specialist designation and specializes in serving IBEW union members and other skilled tradesmen and women. She brings a dynamic blend of analytical thinking, empathy, and creativity to her financial services. Kara enjoys playing the piano, crocheting, and spending time outdoors with her family.
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Alexa Jossi
Administrative Assistant
Meet Alexa, our behind-the-scenes administrative powerhouse. A Forest Grove native, she resides on a farm with her husband and three children, surrounded by too many chickens to count. Her multitasking ability and attention to detail make her an indispensable asset in providing seamless workflow and client satisfaction. Alexa keeps us on track and on task with her insights on every level of the business.