Welcome Flick and Fuller

"I am very pleased to announce the addition of Dale Flick, Rick Fuller and Spring Bennett to the Portland office," said Rob Shick, Branch Manager of our Portland office.  The Flick Fuller team joins us from Wells Advisors.   Rob continued, "I have no doubt that their service oriented personalities and entrepreneurial spirit will be an exceptional fit for our culture."

A few words about the team members;

Spring Bennett is a native Oregonian (with stints in California, Washington & Texas along the way). She started in the business in 1997 at Piper Jaffray, and has spent the last 6 1/2 years with Wells Fargo Advisors. 

Rick Fuller was born in Wisconsin and moved to Oregon with his family at the age of 4. Rick has been a financial advisor in the Portland area for 18 years including time at Piper Jaffray and the last 7 at Wells Fargo Advisors.  Rick completed the IMCA Certified Investment Management Analyst Program through The Wharton School in 2000 and holds the CIMA designation.

Dale Flick is a native of the Pacific Northwest. He was born in Spokane and grew up in Cashmere, a small town in central Washington.  He started in the financial services business in the summer of 1982 and over the following years worked for notable brokerage firms Piper Jaffray and Wells Fargo Advisors. Dale holds two professional designations, Certified Financial Planner (CFP) attained in 1990 and Certified Investment Management Analyst (CIMA) attained in 2000. Dale enjoys fly fishing, golf and snow skiing and is an avid sports fan.