WE ARE ABOUT GUIDANCE

Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

Sirra Anderson Crum, CFP®

10.08.2019

As a financial planner at TenBridge Partners, I collaborate with clients and prospective clients to gather information and identify goals, concerns, and solutions. I craft and present financial plans, then assist our clients in implementing agreed upon strategies. I also work with our team to conduct research and analysis for our investment portfolios. My career at TenBridge began while attending school at Portland State University where I received my Bachelor of Arts in Business Finance. After graduating with the Class of 2019, TenBridge extended me a position as an Office Administrator. I am now a Certified Financial Planner™ and have worked with TenBridge over 7 years. I am incredibly grateful to be a part of a firm that enriches my life professionally and personally. I have always found joy when helping others and surrounding myself with good people. It’s a gift to be in a line of work where I add value to people’s lives and do what brings me happiness. 

 

An Oregon native, I was born in the coastal city of Depoe Bay. At a young age my family moved to Eugene where I grew up. Apart from being a loyal Ducks fan, I played competitive soccer and was dedicated to my academics, community, family, and friends. After graduating with Honors from North Eugene High School, I moved to Portland to further my studies at Portland State University. There, I was an active member and leader in my sorority, Alpha Chi Omega. As a member of Alpha Chi Omega, I served as VP Finance, engaged in community endeavors, and made meaningful connections with my peers.

 

Now, as an emerging business woman, I am focused on taking strides to further my career while taking time to enjoy the company of my loved ones. I was married in 2020 to my husband Tristin and we have two cats, Lucy and Charlotte. In my free time, I enjoy good food, leaning into my creative side, and the great outdoors.

Libby Van Vleet, FPQP™

08.17.2020

Contact me for anything Charles Schwab related – such as opening new accounts, changing contact information, making distributions and handling incoming contributions. Need an appointment? I also coordinate our team’s calendars.

Portland is my home and where I grew up, and I am excited to be back raising my family here. I have had some great adventures in the West – after graduating from Colorado College, I lived in Nevada City and Hollywood, California.

My B.A. is in English and I have a background as a non-profit program director, business etiquette coach, and high school English teacher.  In my work in education and now financial planning support, I delight in being a resource for people. Teamwork, professionalism and lifelong learning help me serve clients as they launch on a path to reach their goals with a sound financial plan.  I enjoy building relationships with clients and helping individuals get where they want to be.

My husband Kent, children Peter and Punch, pets Daisy and Rango and I play together exploring the Northwest. In my spare time, I enjoy hiking, yoga, tennis, snow skiing and boating. I have fun at home cooking, gardening, and reading broadly.