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Maximize Your Benefits

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First Tech has been working with tech-focused employees for years

Let First Tech help you figure out how you can save for your future.

For more than 25 years, First Tech has served as a trusted financial partner to leading technology-oriented companies and their employees, like you. Our team includes the Financial Advisors at Addison Avenue Investment Services, First Tech’s investment division. These advisors have worked with many thousands of First Tech members to provide customized financial guidance.

When you work with the advisors at Addison Avenue, you’ll have access to all of that knowledge and expertise, enabling you to make informed decisions about your personal financial future.

Let’s Talk Benefits

Schedule a complimentary, no-obligation consultation, and we’ll connect you with one of our Financial Advisors to discuss maximizing your company benefits.

Learn More

Understanding Retirement Packages

The advisors at Addison Avenue Investment Services have helped countless software engineers and other tech-focused employees throughout the years. We understand how to help maximize your long-term options from your first day of employment to your early days of retirement, and are experienced at navigating stock awards and the benefits of a deferred compensation plan. We’ll be here to answer questions for every phase of your life, including:

  • Contribution Matching
  • After-Tax Roth Conversion
  • Socially Responsible Investing (SRI)

 

Managing Your Financial Future

In addition to helping you plan for your retirement, the Financial Advisors at Addison Avenue Investment Services can assist you with:

  • Restricted Stock Units
  • SERPLUS
  • Employee Stock Purchase Program
  • Charitable Giving and Fundraising
Image - Understanding Retirement Packages

Visit Us, We’re Easy to Find

Our Financial Advisors are located near a host of tech-oriented campuses, delivering professional insights, advice, and one-on-one interactions. Schedule an appointment or call one of the advisors below to talk about your financial future.

Meet the Financial Advisors at Addison Avenue

Chad Southworth headshot


Chad Southworth

Financial Advisor, RJFS
503.350.4524
chad_southworth@addisonavenue.com

Brett Palmquist headshot


Brett Palmquist, CIMA®, AWMA®

Investment Management Consultant
Financial Advisor, RJFS
503.469.7718
brett_palmquist@addisonavenue.com

Klmberlee Bouska headshot


Kimberlee Bouska, CFP®, CRPC®

Investment Management Consultant
Financial Advisor, RJFS
503.469.7692
kimberlee_bouska@addisonavenue.com

Kasha McLemore headshot


Kasha McLemore, CFP®, CRPC®

Investment Management Consultant
Financial Advisor, RJFS
503.350.4511
kasha_mclemore@addisonavenue.com

bio image - Richard Lee


Richard Lee, AAMS®

Financial Advisor, RJFS
503.469.5887
richard_lee@addisonavenue.com

Oregon Locations

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Raymond James corporate
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Registered address: 1011 Sunset Blvd, Suite 210, Rocklin, CA 95765 | 855.744.8585

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Brett Palmquist, Kimberlee Bouska and Kasha McLemore hold this title.

You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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