Summary: After 22 years with Arnerich Massena in Portland, Ore., advisor Sheree Arntson left earlier this month to start Allium Financial Advisors. Her team, which includes one other advisor, managed about $1 billion at Arnerich Massena. The new firm has hired Portland-based Tru Independence for back-, mid- and front-office support.
 We looked within our own market to find someone we could outsource most of our daily business tasks to on an ongoing basis. I think it’s crucial to use a consultant who is local. When something goes wrong, having your outside experts close by is really beneficial.”Sheree Arntson, Allium Financial Advisors |
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