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About Us

Our team of experienced financial professionals works for you. We are committed to providing the finest service and investment advice. We believe a sound financial plan encompasses more than just investments. Our goal is to create a holistic plan that will take into account, tax optimization, insurance needs, asset accumulation, as well as education, 401K’s, retirement, and estate planning.


Edward W. Sager, CPA, PFS

Founder, Owner

503-244-8767

503-244-8769

edward.sager@lpl.com

Edward Sager is Founder and owner EWS Financial Services Inc. After four years in the military He graduated from Portland State University with a BS in Business Administration. Following several...

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Millie Gallick

Client Services Specialist

503-244-8767

503-244-8769

millie@ewsfinancialservices.com

Millie Gallick is a Client Services Specialist with EWS Financial Services, Inc. She has been in the financial services industry for over 14 years. Prior to joining EWS Financial Services Inc., Millie worked for five LPL Financial...

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