Founder / Wealth Strategist
Costa’s practice focuses on serving the needs of affluent families and high net worth business owners through a holistic planning approach. Entering wealth management in 2003, Costa uses his knowledge, experience, and professional customer service while adhering to the highest ethical standards.
Costa is blessed to be married to his wife Kacie and has two beautiful daughters. In his free time, Costa can be found enjoying the Oregon Wine Country, attending his daughters’ dance events, and is an avid home chef.