The name on the door is my father’s and I’m proud of that fact. Fewer than 30% of family businesses have successfully accomplished an intergenerational ownership transfer. Bob Heestand founded the company in 1979 as a third career (owning lumber trading and trucking firms were the first two. ED– Entrepreneurs Disease– runs in the family!). Dad’s business sounded much more interesting, so in 1985 I left behind an emerging banking career to join him and, in 1992, I bought the firm so he could retire. His 13 years and my 30 leave a legacy we are actively continuing today.
In this business one constant is that things keep changing, but what hasn’t changed is our clients’ desire to provide the best possible benefits solutions for their employees. Over the past 30 years I’ve been studying the business of family wealth, qualified retirement plans, and employee benefit consulting. Continual study and insight drive me to understand and apply ideas to our clients’ unique situations. I keep searching for more effective ways for us to help clients plan so they can meet their business and personal goals. I fit the Malcolm Gladwell definition of “maven” pretty well.
I’ve headed up the business since 1992 with the constant goal of building a team of true professionals intent on helping our clients prosper. Today I’m an Accredited Investment Fiduciary, which simply means I am a steward and I’ve taken the firm position that it is the right point of view from which to assist our clients. It’s an ethic that embodies responsible planning and use of resources. We use prudent processes for making decisions. We are not interested in “flashy” or “new”, we are interested in proven, well thought out, effective ideas.
A now-rare Portland native; I’m married, with two growing kids who keep us quite busy with all their activities. What many who know me today might not guess is I once managed a ski shop in New Zealand, I opened the southernmost health food store in the United States, I could play the J. Geils Band’s “Whammer Jammer” and lots of other bluesy licks on the harmonica. I started skiing when I was six and can manage my way down any mountain (although today a corduroy blue is preferable to a bump filled black diamond run). I aspire to paddle board; but that’s for another day…