Great business is built upon great relationships.

Great relationships are built on trust. You need an advisor who takes the time to understand your family, your business and your needs, and customize solutions fit for you.

Solution Oriented

We strive to customize solutions that meet your individual needs.


Communication, honesty and authenticity is the foundation to bringing synergy to your wealth and your life.

Ethics Driven

Your interest is our focus. We uphold our fiduciary duty by putting your needs first.

We source resources globally, and service you locally.

With a headquarter rooted in the Pacific Northwest, we have multiple offices that bring premium technology and experienced advising to cities like Portland, Aberdeen and Santa Barbara.

Our Team.

Jamie Sumner

Chief Executive Officer and Sr. Wealth Advisor

Read about Jamie >>

Gaylord Lyman, CFA

Chief Investment Officer

Read about Gaylord >>

Garett Folkers

Wealth Advisor / Market Street Team

Read about Garett >>

Jolen Garcia

Chief Compliance Officer

Read about Jolen >>

Murray Smith, CFP®

Director of Financial Planning

Read about Murray >>

Claudiu Barbos

Director of Investments and Trading

Read about Claudiu >>

Erica Bloudek

Director of Operations

Read about Erica >>

The Core of Mill Street.


Rooted in tradition, the mill is a symbol of who we are. A place where the hardworking go to get the job done.


Saws are used by craftsman to create art, carve out the success, and ultimately, help achieve more than what our bare hands could do on their own. The two man saw represents the partnership it takes to achieve something great.


Treasured memories often include time spent in the great outdoors, the stuff of life balance. Whether it’s sending your kids to college, a golf club membership, or that dream adventure, we make your goals ours. Like on a fly-fishing trip, we become the river guides who help you find the best streams to fish in. This journey takes a team, and we’re honored to be a part of yours.

Start with a Confidential Consultation.