1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Call to find out how we can help you meet your financial goals!
503-225-9393 or 800-328-1956
Gary F. Purpura
Senior Financial Consultant, President and Principal
A native Oregonian enjoying living in downtown Portland, Gary keeps active with sports. A past winner of the Portland Marathon, Gary still runs 4 days a week, and has run the annual Memorial Day Spray Half Marathon every year since 1972. When he slows down, he loves fly fishing or reading books on U.S. history.
Investment Expertise
Liberty Capital company founder, Gary brings over 40 years of investing experience to his clients and has learned that most clients want a down-to-basics explanation of an investment program that will help build them future wealth— plus receive a “road map” to get there. Charting the course for the first time investor putting away $50 a month, to an experienced investor dealing with million-dollar trusts, Gary is equally comfortable and qualified to help.
Education & Experience
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B.S. in Business, Portland State University (1971)
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Licensed Investment Broker (since 1972)
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Partner and Principal with Liberty Capital
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Serving as an Industry Arbitrator for the Securities and Regulatory Industry
Rob Walker
Senior Vice President Investments, Investment Advisor Representative
Has there been a more uncertain time than what we are facing today? Is it time to re-evaluate what you’re doing to protect your capital while also taking advantage of the changes occurring in our global economy?
Drawing upon my 25 years in the investment industry, I’ve tested and refined an active management approach to investing that identifies macro changes in market trends. This proprietary system is especially important when deciding how one’s investments should be allocated in uncertain times.
Besides my proprietary active management service, personalized consulting is what sets me apart. You need a competent person you trust and can talk with to understand your options and the actions you should take. Together we can plan and review your progress—as often as you need.
Investment Expertise
I graduated with a finance degree from Oregon State University’s College of Business and have been helping clients with their investments for over 25 years. Outside the office I’m active with my family, water skiing in the summer, snow skiing in the winter. I have recently inherited a small vineyard and am enjoying working the farm one or two days a week. In 2014 we harvested 10 tons of Pinot Gris.
My goal is to maximize your wealth and current income, keeping risk within your comfort zone. Reduce your anxiety…rely on my extensive experience, knowledge and proven integrity. I love what I do, and am looking forward to helping you put together an investment program designed just for you.
“Forget the one-night-stand broker; it’s time for a 2-way commitment that goes beyond simple dollar and cents. I’m in this for you … for the long term.”
Tim Bean
Vice-President Investments, Investment Advisor Representative
A long time Oregonian, Tim enjoys the outdoors: Hiking, fishing, gardening and tinkering in the woodshop. He loves trying out new recipes in the kitchen as well as reading, politics and philosophy. Who can resist a good mystery?
Investment Expertise
Tim Bean, Vice President – Investments, has numerous financial industry certificates and designations. Over the past 2o years he served as President of Timwell Investment Brokers, CFO of Pacific Customs Brokers and Designated Broker of Pacific Financial Services while he resided in California. Additionally he was CEO for over 10 years at The Fruit Tree in Hood River. Since 2004, Tim, utilizing these experiences, has been advising individuals, families and businesses on their overall finances, education, estate planning and retirement needs.
Certificates & Designations
FPC – Financial Planning Certificate
Products
Certificates of Deposits
Stocks
Bonds
Money Market Funds
Tax Exempt Bonds
Mutual Funds
ETF’s
Options
Insurance
Annuities
Anthony & Stefanie Reel
CERTIFIED FINANCIAL PLANNERS™
Investment Expertise
Anthony has spent more than 20 years in the financial services industry and has earned numerous designations including Certified Financial Planner®. Anthony takes a total money management approach, while specializing in money management and bonds.
Stefanie has also worked in the financial services industry for more than 20 years. She assists Anthony and his clients, as well as acting as the Manager of Operations & Compliance for Liberty Capital.
Anthony and Stefanie have two daughters, Khaya and Asa, that keep them busy. In Their free time Anthony enjoys mountain climbing, camping, woodworking, gardening, hiking, snowboarding and golfing. Stefanie enjoys playing volleyball, skiing, camping, golfing and hiking.
Education & Experience – Anthony Reel
CERTIFIED FINANCIAL PLANNER™
Vice-President Investments
Senior Registered Financial Consultant
Investment Advisor Representative
B.S. in Finance, University of Portland
Education & Experience – Stefanie Reel
CERTIFIED FINANCIAL PLANNER™
Senior Registered Financial Associate
Manager of Operations & Compliance
B.S. in Finance, University of Portland
Products
Financial Planning
Managed Money
Stocks, ETFs, Mutual Funds
Municipal Bonds, Corporate Bonds, Government Bonds, CD’s
Insurance
Managed Futures
Roger Brundage
Senior Financial Consultant, Principal
Roger Brundage has been pursuing his passion of financial investments and stock trading for half a century. He has seen it all and is a walking encyclopedia of stock market knowledge. His wisdom and sense of humor are part of his daily life as he enjoys and cares for multiple generations of family. Always ready to listen and to share a laugh, Roger's positive attitude and keen investment mind are an asset to Liberty and his clients.
Rogers says "I'm a coach, specializing in personal finance. I help pick the players (stocks) and how long they play. I assist in choosing who will be on the team and how large the team will be. I work directly for my client (the owner-general manager). Why use a coach? -- to help individuals get through the corporate and market minefield unscathed."
Military Service:
U.S. Air Force Officer: Office of Aerospace Research, Executive Officer, Churchill Research Range (Man in Space Program); Protocol Officer (for Division Commander, Major General); Director of Administration-Materiel (Transportation, Supply, Logistics).
Business Experience:
2004-Present Liberty Capital
1993-2004 Alpen Securities, Inc, Owner
1987-1993 Blakley, Strand, Williams & York
1966-1987 Harris, Upham, Foster & Marshall, Shearson
Andréa Clark Webber
Office Manager
Andréa joined our team in 2017 and manages the day-to-day operations of the office, assisting the team, and taking care of just about anything that comes her way.
Prior to joining Liberty, Andréa spent years managing boutique retail and hospitality businesses. She owned her own boutique and café prior to moving to Portland and loves a perfect cup of coffee. In her free time, she is completing a Marketing/Advertising Management degree at Portland State University and studying financial industry regulations. Andréa enjoys cooking for friends and family, live jazz events, and exploring the city with her husband David, especially when they meet up with Santa.