Financial Advisor

Shawn Gergen

As a seasoned financial advisor, Shawn’s built his career on being a dedicated financial partner to all his clients. His approach starts with getting to know you and your goals and ends with a personalized portfolio geared around not only your finances, but how you live your life. And because life and the market are both full of changes, Shawn is a pro at managing diversified portfolios and takes a hands-on approach in keeping clients up to date.

When Shawn isn’t hard at work, he’s spending all his spare time with his wife of 35 years, four grown children and nine (and counting!) grandchildren. You can find him either planning the next travel adventure with his wife, or trying to keep up with his grandkid’s many activities. He’s also very active at his church and has been involved in some capacity with the Oregon Make-A-Wish foundation since 2008.