Business Resource Checklist For Group Client

• Auto and Homeowner’s Insurance / Business liability/Worker’s Comp:
  Dave Snyder, American Family Insurance
  15220 NW Laidlaw Road, Ste. 220, Portland, OR 97229
  (503) 466-2225
  DSNYDE2@AmFam.com
• Tax Services: Do you work with a CPA?
  Susan Hjort, Ohanesian CPA
  9011 SW Beaverton-Hillsdale Hwy, #1C, Portland OR 97225
  503-520-1382
  sueh@oacpas.com
• 401(k) plan services Fiduciary:
  Chris Goetz, CFG Wealth Management
  503-222-7100
  http://www.cfgwealth.com/
• Business Attorney:
  Scott Schnuck, Attorney, Altus Law
  http://www.altuslaw.co/
  503- 374-1913 (Direct)
  sschnuck@altuslaw.co
• Supplemental Products:
  Jason Rump, Family Heritage Group
  Cell: 503-516-4794
  Office: 440-922-5222
  jason@northernstarsfinancial.com
• Payroll Services:
  Misty Martin-Zimmerman, Paychex
  7650 SW Beveland Street, Ste. 200, Tigard, OR 97223
  971-678-4443
  mmartinz@paychex.com
• Marketing / Website Services
  Diane Economaki, Fuze 7 Marketing
  Mobile: (503) 830-0355
  Office: (503) 534-3724
  diane@fuze7.com