Our Team

As a financial professional and an active member of her community, Kaysi is dedicated to helping individuals and businesses secure their financial futures while protecting their quality of life.  

Education, experience and professional affiliations have fostered Kaysi's practical approach to offering financial services and solutions to her clients. Kaysi has a degree from San Jose State University. She regularly attends industry training and certification programs to stay on top of her field and develop her professional skills.  Kaysi is currently licensed to offer financial services in Oregon, Washington, California and Arizona. 

Kaysi embraces her Italian heritage and enjoys speaking, cooking and sharing an Italian meal.  She is an active member of the Beaverton Chamber of Commerce and the Washington County Chamber of Commerce, who believes very strongly in volenteering in her local community.  She is a very proud mom.  She enjoys riding her tandem bicycle with her spouse and business partner, Mike.

Mike is proud to be called “husband” and “dad”. I am a private pilot and enjoy flying small private airplanes. I enjoy riding bicycles, especially our tandem bike with Kaysi. I am a drummer and enjoy performance. 

I am happy to assist Kaysi with this business where we are dedicated to helping you find and achieve your dreams for financial security.