Our Team
 
Charles Carroll CFP®, AIF®, is the founder of New Outlook Financial and leads our financial planning and investment advisory activities.   More about Charles Carroll...
 
Portland, Oregon Office
 
503-621-2039
 
 
 
 
Collin Todd, CFP®  is a member of the financial planning and investment advisory teams  More about Collin Todd...
 
Missoula, Montana Office
 
406-218-1430
 
 
 
 
 
Markus Stoffel  is our financial planner/investment advisor at-large.  More about Markus Stoffel...
 
Portland, Oregon Office
 
503-805-7291
 
 
 
 
 
Jennifer de Thomas, CFP®  is our financial planner/investment advisor at-large. More about Jennifer de Thomas...
 
Portland, Oregon Office
 
503-421-6385
 
 
 
 
 
 
 
                          
 
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New Outlook Financial, LLC   833 11th Avenue   Suite 925  Portland, Oregon 97205   503-379-1922  team@new-outlook.com