Our Team

Scott believes that comprehensive financial planning can be the difference between identifying your goals and making them a reality. He has been working individual clients and businesses for 25 years, helping them plan for and achieve successful outcomes. After graduating with a degree in International Business, Scott began his career at Ameriprise where he provided financial planning and investment advisory services to a range of individual clients.

In 2001, he was recruited by 1st Global Capital, to build a financial planning practice for a regional CPA firm. As the Director of Financial Services, he spent several years developing the practice, which ultimately became 1st Global’s top ensemble wealth management firm nationwide and resulted in him becoming an official partner in the practice.

In the ensuing years, Scott has provided similar services for CPA/Wealth Management practices in Arizona and Oregon; most recently serving as the Senior Financial Advisor for Moss Adams Wealth Advisors overseeing the Oregon offices. In addition to numerous speaking engagements, Scott’s expertise has been featured in
articles in the Wall Street Journal and SEDCOR (Strategic Economic Development Corporation.)

When not in the office, Scott enjoys spending time with his family, pursuing his private pilot designation, serving on the board of the Oregon Consular Corps and as a volunteer for Angel Flight West and IRCO.

Charles Petitjean, CFP® is a CERTIFIED FINANCIAL PLANNER® professional in Ridgefield, WA, who specializes in helping retirees live comfortably in retirement while paying less taxes:

As a CFP® professional, he helps you:

• Maximize Your Dollars and Retirement Spending
• Pay Less Taxes in Retirement
• Have Less Money Worry

A few of the questions that he can help you answer:

• When can I retire, and what lifestyle will I be afforded?
• How should I use my retirement assets to create my income, and in what order should I withdraw from them?
• Do I have a tax-smart plan in place?
• When is the right time to take Social Security?
• Do I have the right setup in place to ensure that my heirs will be taken care of and receive what I feel they deserve?  

Schedule Time with Charles

More About Charles:  

Charles has spent his entire career as an independent advisor. He has done so thoughtfully because he wants his clients to receive objective financial advice with as little conflicts of interest as possible. These conflicts are often abundantly present at large, national institutions, given their service and compensation models. 

He is a graduate of Oregon State University, earning degrees in Finance and Business Information Systems, and continues to support his alma mater.

Charles is active in and around Ridgefield and is involved in several organizations, including:

• RetireRidgefield (a community for local retirees) - Founder & Organizer
• Ridgefield Chamber of Commerce - Board of Directors
• Kiwanis Club of Ridgefield-La Center - Founding Member
• Pi Kappa Alpha - Beta Nu Alumni Association - President

He was born in Paris, France, but considers the Pacific Northwest his home. He currently resides in Ridgefield, WA, with his wife, Cassidy, his son, Julien, and his Goldendoodle, Louis.

Outside of the office, you can find him with his family and friends relishing in the beauty of the PNW, rooting on his beloved Blazers and Beavers, and enjoying a cold, West Coast IPA.

Will believes the key to a successful investment strategy has as much to do with investor behavior as it does with portfolio construction. A plan is no good if the investor cannot stay the course during both good and bad markets.

Will earned his undergraduate degree in finance from the University of Wyoming, after which he moved to Seattle and spent the next ten years working in the banking and commercial lending industries. During that period, he also earned an MBA from Gonzaga University. He has been investing professionally for more than 20 years, beginning at UBS in 1999. A lifelong learner, Will has acquired numerous certifications including the CIMA (Certified Investment Management Analyst), CRPS (Chartered Retirement Plan Specialist) and AIF (Accredited Investment Fiduciary) but is most proud of being awarded the CFA (Chartered Financial Analyst) designation.

Prior to spinning off his own firm in 2016, Will was the Chief Investment Officer for Investment Management Consultants, Inc. located in Portland, Oregon. In this role he designed and implemented investment strategies for a diverse range of both individual and institutional clients. He constructed and maintained a suite of model portfolios used by advisors in the firm to invest client assets, including young families just getting started, wealthy retirees and numerous nonprofit foundations, endowments and trusts. Will was also directly responsible for constructing risk-based model portfolios and selecting investment options for large retirement plans.

Away from work, Will enjoys golf, woodworking, and remodeling houses, but most of all spending time with his wife and young son. He is an active member of the Portland Rotary Club and recently participated on the Lake Oswego School District Budget Committee.