About Our Team

Brian Mccormick

Brian McCormick

Financial Representative
Office 503-223-7335

Brian brings energy and passion to Cooper Wealth Management Group.  He works heavily in the tightly held business market.  Coming from a family steeped in the construction and home building industry, Brian adds a blue collar work ethic to our organization.

Get to Know Brian....

Favorite Bands: Garth Brooks, Justin Timberlake & Frank Ocean
Favorite Restaurants: Tilt & Fish Sauce
Bucket List: Surfing in Tahiti, visiting the Vatican and taking a trip to Tibet

 
Tiffany Mathews

Tiffany Mathews

Office Manager
Office 503-445-5081

If Clay is the heart of the Cooper Wealth Management Group, then Tiffany is the backbone. The Team depends on Tiffany to maintain the office’s organization, work flow and client support.

For assistance with the following, please contact Tiffany.

  • Service Requests
  • Scheduling
  • Client Events
  • General Inquires

Get to Know Tiffany….
Favorite Bands: Led Zeppelin, The Cure & Dixie Chicks
Favorite Restaurants: Screen Door & El Gaucho
Bucket List: Spend a year in Provence & build a house in Cannon Beach for the whole family to enjoy.

 
Morgan Outzen

Morgan Outzen

Associate Wealth Management Advisor
Office 503-445-5442

Morgan brings a unique analytical skillset to the Cooper Wealth Management Group. Together with Clay, they are the architects of the financial plans built for our clients.                 

Morgan may contact you for:

  • Financial Statements
  • Investment Servicing and Education
  • Plan or Market Updates

Get to Know Morgan….
Favorite Bands: B.B King, Jonny Lang & The Chainsmokers
Favorite Restaurant: Fogo de Chao
Bucket List: Sail around the world visiting all the continents

 
Maia A Chase

Maia A Chase, CLU®, ChFC®, RICP®

Director of Investment Operations
Office 503-445-5413

Maia keeps our team engaged with and prepared for any changes in the market due to regulation updates or world events.  Maia monitors all investment processes in coordination with Clay and Morgan.

Maia may contact you for:

  • Follow-up on Opening Your Investment Account(s)
  • Help with Required Minimum Distribution
  • Investment Account Services

Get to Know Maia….
Favorite Bands: The Jazz greats like Miles Davis, John Coltrane and Count Basie
Favorite Restaurants: Paragon & Brix Tavern
Bucket List: Skydiving & visiting the 7 wonders of the world.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck