Portland, OR (PRWEB) April 23, 2012
Financial advisory firm, McDonald Franceschi has changed its name to Beacon Rock Partners. Partners include original founder, Jim McDonald, Eric Lochner and Brian Hicks. Named after a famous Northwest landmark, Beacon Rock Partners provides personal financial planning, investment advisory services, financial education and investment counseling for retirement plans and specialized consultations.
The firm was founded in 2001 and the three partners contribute perspectives that reflect their unique backgrounds. Jim McDonald, CFP, has years of experience as a CPA. Eric Lochner, CFP, has an engineering background and Brian Hicks, CFA, has a law degree. “We provide our clients straightforward, practical, and unbiased advice. Our clients expect and deserve responsive service, effective solutions, and above all, an approach that always puts their interests first,” said Brian Hicks.
The Beacon Rock Partners have developed a unique disciplined process that allows their clients to have a big picture of all the moving parts in their financial lives. “We pride ourselves on being current and informed, thoughtful and resourceful. We derive a lot of satisfaction from the knowledge that we frequently can bring clarity and a sense of purpose to our clients’ financial lives,” added Eric Lochner.
The three Beacon Rock Partners have recently been joined by Janelle Myers, Operations Manager. With 14 years in the financial industry her primary focus at Beacon Rock Partners is client service.
Beacon Rock Partners has recently moved into new space in the Pacific Building at 520 S.W. Yamhill St. Located on the 10th floor in suite 1000. Visit the new Beacon Rock Partners website at http://www.beaconrockpartners.com.