Connie M. Tyson, CFP®

Connie began her career in the financial services industry in 1980 after having been the Executive Director of the Oregon Dental Association and the Western Dental Association/Los Angeles for eleven years. She found that dentists who had disabilities, or families dealing with the death of a dentist spouse, had hugely different experiences whether insurance programs were fully funded or not, and she wanted to make a difference.

Also, retirement funding and investments for retirement were clearly essential components to the success of a dentist’s retirement planning. She began working with individuals and other small to medium-sized business owners to help them implement those same principles for safety and prosperity during working life and retirement life.



  • BBA - University of Washington
  • Post-graduate studies - University of Southern California
  • Post-graduate studies - Oxford University, England
  • LUTCF - Life Underwriter Training Council Fellow
  • CLU® - Chartered Life Underwriter
  • RHU - Registered Health Underwriter
  • Life/Health/Disability/Long Term Care insurance licenses
  • Investment Adviser Representative in the state of Oregon and Texas
Phone (971) 357-1646
Fax (971) 357-1759