Retirement & Financial Planning Conference - Webcast

Ben Henry-Moreland, CFP®, EA is the Senior Financial Planning Nerd at?Kitces.com, where he presents for on-platform events and writes regularly for the Nerd's Eye View blog. Ben specializes in advanced tax planning strategies, AdvisorTech, and practice management topics with a special interest in addressing the needs of solo RIAs and mid-sized firms. 

Ben took an irregular path to financial planning, earning a degree in vocal performance and working as a professional opera singer before pivoting to finance in 2012. Prior to joining the Kitces team, he worked in institutional investment consulting and wealth management.?While working in those fields, Ben's artistic roots and experience as a freelance musician shed light on a service gap in the finance industry, which in turn led him to found Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals, which he owned and ran from 2018 to 2023. Ben draws on his experience and lessons learned as an advisor and firm owner in his writing and speaking for the Kitces platform.  

Numerous outlets borrow from Ben's expertise, including the New York Times, Financial Planning magazine, MarketWatch, InvestmentNews, Yahoo Finance, and ThinkAdvisor.  

9-26-25

Rob Greenman is the Chief Growth Officer at Vista Capital Partners, a registered investment advisory firm in Portland, OR that manages over $2B of assets for high-net-worth individuals. He is a proud CFP(R) certificate holder and is the past president of the local Financial Planning Association. When he’s not helping to ensure clients optimize their after-tax returns, he can be found exploring Oregon’s beauty with his wife and two daughters. Trail running, tenkara fly fishing, and being an avid Trail Blazers fan round out the rest of his diversified life portfolio.

(5/7/21)

As the Director of Investments at Vista Capital Partners, Alex leads the firm's market, fund, and performance-related research, while
overseeing trading processes and staff. By staying on top of the most recent market trends and academic studies, he strives to
simplify portfolio construction while enhancing the investment experience for clients.
Alex holds the CFA© (Chartered Financial Analyst) designation and CFP© (CERTIFIED FINANCIAL PLANNER™) designation,
reflecting his commitment to professional excellence in both investment management and financial planning. He graduated from the
University of Montana with degrees in Finance and International Business and was the captain of the men's tennis team. In his free
time, he enjoys spending time with family and friends, reading non-fiction books, and improving his golf game.

edited 10/24

Sara Winter is a Shareholder and the Practice Manager of the Estate Planning practice group at Gevurtz Menashe in Portland, OR.  A Texas native, Sara relocated to Portland in 2020 after a decade of practicing law in Houston. 

Sara approaches her work knowing each client has different needs, and given the complexity of estate planning work, she strives to ensure each client understands the work being done—and more importantly, the mission behind it—in a practical and sensitive manner. With an LL.M. in Taxation, Sara uses her expertise to place a special focus on tax planning for all of her clients, whether it is income, gift, or estate related.? 
" 
Sara lives in Cedar Mill with her husband Kyle and their 3 year old son, Teddy. 

9/15/2025

Adam Van Deusen, CFP®, is the Associate Financial Planning Nerd at Kitces.com, where he writes on practice management and technical topics for the Nerd's Eye View blog, with a particular interest in how advisors can show their ongoing value to prospective and current clients. In addition, he writes the popular weekly Weekend Reading For Financial Planners article and hosts live events on the Kitces platform. His work has appeared in the Investments & Wealth Monitor, Citywire RIA, and TheStreet, among other publications.


Adam previously worked at a financial planning firm in the Washington, D.C., area and as a journalist covering the banking and insurance industries. In addition to his work with Kitces.com, he serves as a volunteer financial planner and financial literacy class instructor for local non-profits.

9-26-25

Jackson Lewis

Jackson joined Northwest Trustee & Management Services as our Oregon Market Leader and Senior
Trust Officer. This new role capitalizes on Jackson’s two decades of experience in the fields of estate
planning and fiduciary administration. Jackson is an attorney who began his legal career in commercial
litigation. He then moved into estate planning and administration after handling a probate litigation case
in which he successfully recovered stolen assets for a beneficiary in need. As a partner at Portland law
firm, Tonkon Torp, Jackson led the firm’s Wealth Planning practice group. He moved into fiduciary
administration and spent five years as a Fiduciary Advisory Specialist and Senior Trust Advisor at Wells
Fargo Wealth & Investment Management.
Jackson received his BA from Harvard University and his JD from the University of Michigan. He currently
serves on the board of the Terwilliger Plaza Foundation and volunteers with the Moot Court program of
Civics Learning Project. He previously served on the board of the Oregon Historical Society. Jackson and
his wife caravan between Portland and Sunriver with their golden retriever and elderly cat. They have
two children, one in high school and one in college, who will join them occasionally (usually under
duress).

Jennifer Cook-Buman holds a bachelor's degree in Sociology from the University of Washington with a pre-med focus,  and an MBA from Marylhurst University. She began her career in corporate America, gaining experience in both management and sales before transitioning to senior housing and care. In 2007, Jennifer founded a successful senior housing and care referral agency, providing guidance to seniors and their families through complex transitions. In 2024, she sold her business to 1st CHOICE and joined the agency full-time as a Housing & Care Advisor serving the Portland Metro area. She has served as Board Treasurer for the Metropolitan Senior Network and remains active in OSRAA, a leading association of referral agencies in Oregon. Jennifer combines her business acumen with deep expertise in senior housing to support families and professional partners navigating critical care decisions.

edited 9/19/25