Experience

 

1990-Present   |   McGee Wealth Management, Inc., An Independent Firm
Founder and Senior Wealth Manager
Portland, OR

1989-Present   |   Raymond James Financial Services, Inc. Member FINRA/SIPC
Co-Branch Manager 
St. Petersburg, FL

1982-1990   |   Associated Investment Advisors
Founder and Senior Financial Planner
Spokane, WA

1978-1981   |   Women’s Institute for Financial Education, Non-profit organization
Founder and Executive Director 
Corvallis, OR

1975-1982   |   Applied Financial Resources, Inc.
Secretary Treasurer, 50% Owner

Robert Reiman Associates, Investment Advisors and Financial Planners
Partner, 50% Owner


Examinations, Registrations and Professional Designations     

   

1979   |   Registered Representative Series 7

1979   |   Certified Financial Planner CFP®, IBCFP

1981   |   Registered Principal Series 24

1983   |   Series 63

1976   |   Life and Health License, Washington State

1976   |   Life and Health License, Oregon State

1992   |   Life and Health License, Oregon State

1999   |   Series 65

2003   |   Series 51

2005   |   Chartered Financial Consultant ChFC®, American College

2005   |   Chartered Life Underwriter, American College

Securities Licensed for securities in 49 states & District of Columbia (excluding TN) 

2007   |   Investment Management Consultant, Raymond James Institute of Investment Management Consulting

 


Attorney Support & Testimony

1992-Present    Courts: Columbia Co., Multnomah Co., Washington Co., etc. – Divorce & Death Issues (equitable splits)

 


Organizations and Professional Activities

2014-Present    Multnomah Library Foundation, Board Trustee

2014-Present    NW Rice Museum of Rocks and Minerals, Board Member and Treasurer

2013-Present    Social Venture Partners, Partner 

2013-Present    Warner Pacific College, Curriculum Committee, Social Entrepreneurship Degree Program

2012-Present    Warner Pacific College, President’s Advancement Council

2010-Present    University Club of Portland, Member

1977-Present     Financial Planning Association (Formerly IAFP and ICFP)

2011 -2013    Oregon Community Foundation, Professional Advisor

2008-2013    Metropolitan Family Service, Executive Board Member

2005-2007    Salvation Army Community Action Committee

2007-2011    Columbia State Bank, Member of Advisory Board

1996-2007    Town Center Bank, Organizer & Board Member

1995-2011    William Temple House, Past President, Finance Committee

1992-2011    Executive Leadership Organization (Formerly Executive Officers Club)

1992-1994    Temperate Forest Foundation, Board Member

1991-1997    Associated General Contractors, Paul Emerick Trust, Board Member/Trustee

1990-1997    Portland Downtown Rotary Club, Rotarian

1985-1990    Goodwill Industries, Board Member, Treasurer (Inland Empire)

1985-2005    Inland Empire Goodwill Industries, Business Consultant to the Executive Director, contracts and benefits 

1984-1987    ICFP Educational Foundation, National Founding President

1980-1984    Institute of Certified Financial Planners, National Board Member

 


Recognition & Awards

 

2012-2013    NABCAP Premier Advisor and Customer Service Star

Criteria for the NABCAP Premier Adviser Award may include: team Dynamics, Years of Experience, Credentials/Designations, Average AUM per Client, Planning, Investment & Risk Philosophy, Fee/Cost Structure, Customer Service, and U4/ADV Status.

2014         Financial Times, Top 400 Financial Advisors

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The rankings reflect the volume of asses overseen by the advisors and their teams, revenues generated for the firms and quality of the advisors’ practices. 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor. 2) Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years. 3) Favorable regulatory and complaint history review. 4) Fulfilled their firm review based on internal firm standards. 5) Accepting new clients 6) One-year client retention rate. 7) Five-year client retention rate. 8) Non-institutionalized discretionary and/or non-discretionary client assets administered. 9) Number of client households served 10) Educational and professional designations.

1992-2014    Chairman’s Council, Raymond James Financial Services, Inc.

Membership in the Chairman’s Council is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually.

2010-2014    Top Woman Advisor, Raymond James Financial Services, Inc.

The Top Woman Advisor recognition is based mainly on assets under management, education, credentials, and fiscal year production.

2011-2014;    Top 100 Women Financial Advisors in the United States by Barron’s

2006-2009    Top 100 Women Financial Advisors in the United States by Barron’s

2014    Top 1200 Financial Advisors in America by Barron’s

2008-2013    Top 1000 Financial Advisors in America by Barron’s

The Barron’s Top 100 Women Financial Advisors’ ranking, Top 1,000, and Top 1,200 reflect the volume of assets overseen by the advisors and their teams, revenues generated by the firms and the quality of the advisors’ practices.

2008-2013    Top Female Independent Investment Advisor, Oregon and Top Independent Investment Advisor, Oregon, Portland Business Journal

Top Female Independent Investment Advisors, Oregon and Top Independent Investment Advisors, Oregon follow the industry’s best practices and have some of its biggest books of business.

2012    Top Wealth Manager by NABCAP (National Association of Board Certified Advisory Practices)

Criteria for the NABCAP Top Wealth Manager Award may include: team Dynamics, Years of Experience, Credentials/Designations, Average AUM per Client, Planning, Investment & Risk Philosophy, Fee/Cost Structure, Customer Service, and U4/ADV Status.

2008    Registered Rep, Outstanding Advisor, Pros with Heart

Compiled by the monthly trade magazine which weighed such factors as total assets under management, contribution to community and industry, and years in the industry.

2008    50 Distinguished Women in Wealth Management, Wealth Manager Magazine

2007    Portland Business Journal, Orchid Award

2006    “Best of the Best”, Cover Story Research Magazine, (one of six national advisors honored) 

Compiled by industry researcher R.J Shook of the Winner’s Circle Organization, who weighed factors such as assets under management.

2004    Nation’s Best Financial Advisors, Women’s Winners Circle, Research Magazine 5/04

Compiled by industry researcher R.J Shook of the Winner’s Circle Organization, who weighed factors such as assets under management.

2002 & 2003    NRCC National Leadership Award, Honorary Co-Chairman, Business Advisory Council

1993        Honorary Doctor of Human Letters, Warner Pacific College

 

All awards bestowed by independent third party organizations not affiliated with Raymond James.


Books and Publications

2013-Present    Pamplin Media, Boom! Magazine, Columnist

2007-Present    Portland Business Journal, Guest Columnist

2004    Crimeline, Author – Financial Exploitation of  Seniors and Investment Fraud,
Law Enforcement Training Courses in partnership with Chuck Whitlock and Experian

2003-2007    Financial Playbook, Feature Story, Quarterly

2003-2012    Portland Home Magazine, Contributor (Bi-monthly)

2002    American Bankers Association Trust & Investments, Author, Cover Story – “From Boom to Bust”

1995-2012    Daily Journal of Commerce, Columnist (Bi-weekly)

1993-1997    American Medical News, Columnist

1992-1993    The Random House Personal Investment Management Guide, with Andy Tobias’s software

1992        J.K. Lasser’s Personal Investment Planner, 4th edition, Simon & Schuster/Prentice Hall

1992        Institute of Certified Financial Planners Practice Reference Manual

1991        Contractor’s Management Guide, Associated General Contractors

1990-1991    J.K. Lasser’s Personal Investment Annual, Simon & Schuster/Prentice Hall 

1989-1990    J.K. Lassers’s Personal Investment Annual, Simon & Schuster/Prentice Hall

1989        J.K. Lasser’s Real Estate Investment Guide, with Gary Barr, MBA, Simon & Schuster/Prentice 

1989        The Total Tax Consultant/1989 Edition, Simon & Schuster/Prentice Hall

1988        J.K. Lasser’s Personal Financial Planner 1988, Simon & Schuster/Prentice Hall

1988    The Experts’ Guide to Managing and Marketing a Successful Financial Planning Practice, Andrew M. Rich with Jill Arowesty, Contributed Chapter -    “Working with Divorced Clients,” Simon & Schuster/Prentice Hall

 


Contributed to:

  • The New York Times        
  • Wall Street Journal                
  • American Bankers Association
  • KATU’s AM Northwest        
  • The Oregonian              
  • Daily Journal of Commerce (Portland)
  • USA Today            
  • The Business Journals          
  • American Bar Association Journal
  • Dow Jones News Wire        
  • Money Magazine              
  • Financial Planning Magazine
  • Pamplin Media            
  • Portland Monthly Magazine           

Presentations/Teaching (abbreviated list)

  • Oregon Women Lawyers        
  • Barron’s                    
  • Great Women Speakers
  • State of Oregon Bar Association    
  • State of Oregon Governor’s Conference        
  • State of Washington
  • Medical Associations        
  • National Banking Institutes            
  • Chief Executive Forum
  • Whitworth College            
  • International Assoc. of Financial Planning    
  • Oregon State University
  • Eastern Washington State Univ.    
  • Washington State University            
  • Rotary Clubs
  • Inst. of Certified Financial Planners    
  • Raymond James Financial Services, Inc.    
  • Accountants Association
  • Oregon Community Foundation    
  • American Assn. of Individual Investors        
  • Northwest Association of Professional Mortgage Women            
  • Lake Oswego Women’s Coalition        
  • Raymond James National Conference
  • RJ Women’s Symposium