A Personalized Approach to Financial Planning

Taking care of what’s important so you can focus on what matters most to you

Services we Offer


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Our Branch History


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Meet the Team in Vancouver

Meet Our Team

A CPA on Staff


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We aim to help you reach your financial goals while building a relationship of trust and friendship

Contact Us

Vancouver Office

16701 SE McGillivray Blvd, Suite 265, Vancouver, WA 98683

Email: Debbi@greatoakfin.com & Konner@greatoakfin.com 
Phone: 360-564-7816
Fax: 503-364-5356
Toll Free: 800-258-7077

Reps and Staff