(971) 371-1003

Walter M. Urban

Managing Principal

Walt’s efforts have focused on the needs of successful business owners and affluent multi-generational families. The hallmarks of his work include an abiding concern for the client, a high level of personal attention, and sound judgment. He values long term relationships and strives to be, first and foremost, an active listener. Although Walt considers himself a native Oregonian, he has lived in California, Washington, and Ghana, Africa. He is an avid golfer and fly fisherman. Walt is typically at his desk before dawn, but is also likely to be the first on the Metolius or Deschutes rivers when the trout are running. Walt and his wife Jane have two adult sons and four grandchildren.

7- General Securities License
63- Uniform Securities Agent State Law Exam
65 – Uniform Investment Advisor Law Exam