GEORGE W. HOSFIELD, CFA
Director and Chief Investment Officer
BRAD H. HOULE, CFA
Executive Vice President
Fixed Income Research and Portfolio Management
JASON NORRIS, CFA
Executive Vice President
Equity Research and Portfolio Management
RALPH COLE, CFA
Director
Equity Strategy and Portfolio Management
PETER JONES, CFA
Senior Vice President
Justin Hobson advises clients in all aspects of business taxation. Justin has significant experience in a variety of tax matters, including choice of entity, business formations, M&A transactions, tax controversy, international tax, and state and local taxes. He regularly authors for the Journal of Multistate Taxation and Incentives’ “Shop Talk” column.
Ben Pirie counsels cannabis businesses on a wide range of corporate and regulatory needs. He is passionate about building long-lasting relationships with clients as they reach toward their goals in one of the most dynamic and fraught industries in the world. He advises on mergers and acquisitions, negotiating complex contracts and corporate governance, as well as regulatory compliance in the emerging cannabis and hemp industries.
Timothy A. Kalberg arrived at Perkins back in 1988 with a pair of cowboy boots, some dusty jeans and a ton of smarts under his belt. He “cut his teeth” with a national accounting firm in Billings, Montana, and as a controller in private industry. Perkins & Co lassoed him without second thoughts.
Tim’s expertise covers the full range of tax planning and compliance, but he is renown in the real estate and construction industry and leads the firm’s Real Estate and Construction Practice Group. Perhaps his Montana heritage gives him a natural appreciation for the possibilities of wide open spaces, since he’s widely recognized by clients and peers for his outstanding knowledge and expertise and is the go-to-guy in town for real estate and construction accounting. In fact, you’ll often find him out and about speaking on real estate accounting topics.
Marc Fovinci, CFA, leads Ferguson Wellman’s fixed income team. He is a principal of the firm and a member of its Investment Policy Committee. Before joining the firm in 1991, Fovinci was a senior investment officer for the Washington State Investment Board with responsibility for the state’s fixed income investments. Raised in Northern California, he graduated with honors from Stanford University with a B.S. in mechanical engineering and later received his M.B.A. in finance from the University of Washington. Fovinci is a member of the Chartered Financial Analysts Society of Portland as well as member and past president of the Northwest Taxable Bond Club. Fovinci is a board member of the Portland Business Alliance, is board chair of Morrison Child & Family Services and a board member and treasurer of Legacy Good Samaritan Foundation. He is past president of Morrison Child & Family Services, the Rotary Club of Portland, the Portland State University Foundation and the Portland Rotary Charitable Trust.
Peter Jones, CFA, Vice President of Equity Research and Analysis Peter Jones, CFA, joined Ferguson Wellman in 2015 and is vice president of research, serving as an analyst and a member of the firm’s investment team. Jones leads the firm’s Global Sustainable Investing strategy team, manages the communication services sector, and co-manages the industrial and basic material sectors. In addition, he maintains the multifactor model used by the investment team for its equity selection process. Jones is a native of Portland and graduated from the University of Portland with a B.A. in political science and minors in Spanish and psychology. While attending college, Jones played tennis for the Pilots. Prior to joining Ferguson Wellman, Jones was employed at UBS Financial Services.
Matt Montez, CPA is a Senior Manager who has been practicing public accounting since 2007. He is dedicated to providing accounting and tax services to closely held businesses and their owners, with a focus on clients in the construction and real estate industries. His experience includes technical tax research projects, accounting methods, tax return and income tax provision review, and developing and implementing various tax planning strategies. Matt has been involved in bringing value‐added solutions to many clients in areas such as state and local tax, corporate and transaction tax, and entity structuring.
Tito Garcia, CPA has practiced public accounting since 2013. He provides tax compliance, consulting, and planning services to entities including family-owned businesses, closely held entities, and venture capital-owned businesses; federal and state income tax services to companies operating in multi-state jurisdictions. Tito currently serves clients in the manufacturing, distribution, real estate development, and hospitality industries. He takes a hands-on approach to serving his clients and is focused on being actively involved with engagements from planning to completion.
Tim Amen, CFP®, Lead Advisor, Brighton Jones
Tim has more than a decade of experience in the financial industry. He holds a Bachelor of Science degree from the University of Arizona, a Certified Financial Planner™ designation, and a master’s degree in financial planning from the College for Financial Planning.
As an advisor, the financial goals and personal pursuits of our clients are crucial to developing a financial strategy that will relieve them of stress and allow them to focus on other aspects of their lives. Tim is truly passionate about what he does and strives to provide the best personalized experience to each client. Tim’s main goal is to use his knowledge and the resources at Brighton Jones to provide clients with the peace of mind to live the life that makes them feel most fulfilled.
Stuart is responsible for researching and investing across asset classes on behalf of clients. He has worked with retail and institutional clients in weathering bull and bear markets in different asset classes and geographies. Prior to joining Ambassador Wealth Management, Stuart served as Senior Investment Manager and International Strategist with Brinker Capital. Stuart has over 25 years of investment experience. He graduated from the Wharton School of the University of Pennsylvania and holds the CFA designation.
Kathryn Holland is admitted to practice law in Washington and Oregon. She received her Undergraduate Degree in Finance from Texas Christian University, Magna Cum Laude. She earned her Juris Doctorate from University of Texas School of Law. Ms. Holland’s practice emphasizes estate planning, trusts and probate, gift and estate taxation and charitable planning. Ms. Holland is a member of the Washington and Oregon State Bar Associations, the Clark County Bar Association, and the Legacy Health Allied Professionals Council. She has served as Treasurer of the St. Helen’s Chapter of the Washington Women Lawyers Association; is past President of the YWCA of Clark County and is chair of their Planned Giving Committee; and is a board member of the Southwest Washington Estate Planning Council. In addition, she is a member of the Real Property, Probate and Trust and Elder Law Sections of the Washington State Bar; and the Estate Planning and Administration section of the Oregon State Bar. She has taught Estate Planning and Probate for Paralegals at Clark College in Vancouver and often speaks publicly to civic groups about estate planning and probate law.
Scott Horenstein is a family law lawyer practicing in Vancouver, Washington. He is a past member and chairperson of the Washington State Bar Association Family Law Executive Committee and a recipient of its Outstanding attorney of the year award and Outstanding Professional of the Year award. He is a member and past chairperson of the Washington Chapter of The American Academy of Matrimonial Lawyers and a co-recipient of its first outstanding member of the year award. He is an author and editor for the Washington State Bar Association Family Law Desk book. He is a former adjunct professor of community property law at Willamette Law School and Lewis and Clark Law School. He has written for and spoken at many continuing education programs on a national, state and local level.
Roy Abramowitz, CPA, CFP, Shareholder, Perkins and Co.
Roy has been with the firm since 1987 and is a former leader of its Legacy Planning Practice Group. He is a seasoned tax professional specializing in income, estate, retirement and charitable tax planning for wealthy individuals and families. He also has significant experience with succession, transaction, and entity planning for family-owned businesses and is the firm’s representative for the Family Firm Institute. In addition to Legacy Planning, he serves many clients in the nonprofit sector and is and is a member of the firm’s Nonprofit Practice Group.
Amy Kutzkey, CPA, Tax Senior Manager, Perkins and Co.
Amy joined the Perkins and Co tax department in January 2015, after relocating from the Los Angeles, California area. She brings with her 15 years of public accounting experience and is a member of the firm’s Legacy Planning Practice Group. Amy started her career working with high net worth individuals and their related companies, giving her insight into the family dynamics that come along with owning family businesses. She has experience with family groups, high net worth individuals, closely held businesses, trusts, private foundations, family offices, and ultimately their estates.
After living through a campaign season we may see “hope and uncertainty” as the themes in this new year. The reality is that the economic outlook over the next 12 months is far less certain than in the previous 12 months due to the results of the elections and the upcoming European elections. Political discussion points toward the potential for tax reform, but what that might mean will be unknown for some time. Any type of tax reform will influence estate planning measures and taxes. The incoming administration has promises to fulfill and the Republican majority has certain proposals to address. In large part this program will cover what many are anticipating will occur and what might not happen under the new administration.
M. John Way is a shareholder with the firm of Schwabe Williamson and Wyatt in Seattle. He holds a Bachelor of Arts from Northern Illinois University and a Juris Doctorate from Tulane University Law School and earned his LLM in Taxation from the University of Washington. John advises private business owners throughout their entire business cycle including wealth preservation and estate planning. He is an Adjunct Professor at the University of Washington’s School of Law, teaching in the Masters in Taxation Program.