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Meet With Us

Willamette Team

10135 SE Sunnyside Rd, Suite 210

Clackamas,

OR

97015

willamette-info@wealthenhancement.com

See other locations

Meet with us

About the Willamette Team

Welcome to the Willamette Team. We are dedicated to helping individuals and families achieve their financial goals and move towards a brighter financial future. We specialize in personalized financial planning, extensive tax planning, investment management, and retirement strategies crafted to each client’s unique needs. Our focus on education helps to simplify complex financial concepts. We provide holistic guidance to empower our clients to make informed decisions with confidence. Reach out today to schedule an introductory meeting! 

Advisory Team

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Lisa Kachel

CFP®

Senior Vice President, Financial Advisor

Clackamas, OR

Salem, OR

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Karen Day

CFP®, EA

Senior Vice President, Financial Advisor

Clackamas, OR

Salem, OR

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Larry McClanahan

CFP®, CLU®, CASL®, EA

Financial Advisor

Clackamas, OR

Resources from our team

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Team locations

Clackamas, OR
10135 SE Sunnyside Rd, Suite 210, Clackamas, Oregon, 97015
(503) 353-9700
details
Salem, OR
223 Commercial Street SE, Suite 208, Salem, Oregon, 97301
(503) 353-9700
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.