James Shorr

Financial Advisor

Jim Shorr is a Financial Educator and Chartered Financial Consultant.

His mission is to bring balance and perspective to your investment planning.


Whether you are getting ready to retire, helping to finance a youngster through college in a tax-advantaged way or seeking to protect your assets through long term health coverage, Jim offers seasoned investment options and the knowledge to guide you to prudent choices.

Mr. Shorr is an M.B.A. graduate of Northwestern University and further specializes in Socially Responsible Investment Planning.









Phone 503-452-0913
Fax 503-452-7044