Hope brings extensive knowledge and experience to her role as a Financial Advisor. She provides clients with investment strategies designed to help generate reliable income streams in a tax-efficient manner. Hope’s goal is to help clients enjoy the same quality of life in retirement, as they enjoyed during their working years. For those clients still in their prime earning years, she offers strategies designed to provide growth through equities and tax-efficient ETFs.
After receiving a specialized degree from the University of Oklahoma, Hope’s first career began as a Petroleum Land Man for an independent oil firm in Dallas, Texas. Following the oil market collapse of 1986, Hope decided to explore her true passion for finance. Now a 30-year veteran in the financial services industry, Hope believes her deep understanding of the Oregon municipal debt market sets her apart from others in the field.
Since becoming a Financial Advisor, Hope has earned the Certified Wealth Strategist® designation. On a day-to-day basis, she designs investment plans for high income earners and their families. Her primary focus is on municipal bonds and companies with sustained revenue and earnings growth. Tax efficiency is always a priority when crafting portfolios.
Outside the office, you can likely find Hope hiking, cooking, in a yoga class or travelling. Originally from New York City, she currently resides in Portland, Oregon. She is married to Greg McCoy and has two adult stepchildren, Michael and Madison, as well as a miniature dachshund, Simms.
Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.
Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes.
Investors should consider the investment objectives, risks, charges and expenses of an exchange traded fund carefully before investing. The prospectus contains this and other information and should be read carefully before investing. The prospectus is available from your investment professional.