About us

Eric P. Niedermeyer

Eric P. Niedermeyer

    • Managing Director
    Eric has been in the financial services industry since 1987 where he started at Oregon Bank as a Municipal Bond Specialist.  Eric's focus is on Building Income Streams for private investors with a hands on, high touch and proactive practice.  

    Eric graduated from University of Oregon with a degree in Economics.  Eric has lived in Oregon his entire life and currently resides in Portland with his wife, Laura and two daughters Jillian and Nicole.  Eric spends his time outside the office spending time and traveling with his family.

    Eric is licesnsed to sell health & life insurance as well as variable annuities.

    Professional Registrations:

    FINRA Series 7: General Securites Representative, 1987

    FINRA Series 63: Uniform Securities Agent State Law, 1987

    FINRA Series 65: Uniform Investment Adviser Law, 1992

    FINRA Series 24: General Securities Principal, 2011
    Emily J. Lapp

    Emily J. Lapp

      • Operations Manager
      Emily began in the financial services industry in 2005 at D.A. Davidson & Co as a college intern.  She graduated from Concordia Univeristy in 2005 with a degree in Business Administration with a minor in Organizational Management and Human Resources.  Emily is responsible for the day-to-day operations of the office and well as providing service to our clients.  She is registered and can take securities orders from clients in the event that Eric is out of the office.  Eric and Emily have been working together since 2005.

      Emily currently resides in Tualatin with her husband, Tyler and two children, Hayden and Hayley.  She spends her time outside the office playing with her kids, cooking and reading a good book when she has the chance.  

      Professional Registrations:

      FINRA Series 7: General Securities Representative, 2006

      FINRA Series 63: Uniform Securities Agent State Law, 2007

      FINRA Series 65: Uniform Investment Adviser Law Examination, 2017

      Notary Public, 2014