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