Our Firm

Doug 2008 Douglas K. Van Allen, CFP® 
 

In practice for over 20 years, Doug Van Allen, CERTIFIED FINANCIAL PLANNER™ professional, specializes in advising individuals and small businesses on how to be effective in achieving their goals without taking undue risk. He enjoys educating his clients about investing, planning for the future and negotiating for the things they want in their lives. Services offered are in the following areas:

1) Through the financial planning process, assisting people in establishing a game plan for reaching their life goals.
2) Acting as an investment advisor to help with the creation and preservation of wealth.
3) Assisting clients in minimizing potential risks to their financial wellbeing. In addition to portfolio management, this includes analysis and implementation of insurance coverages and evaluation of business and personal financial decisions.
4) Being a trusted advisor for the long term while acknowledging that it's important to enjoy the journey as well.

Financial planning is done on a flat fee basis depending on the complexity of the case. Portfolio management is done on a fee as a "percentile of assets" basis. For smaller accounts and some specialized investments, compensation is commission based.

Doug is active in a number of community organizations including the planned giving committee of the Morrison Center, past director on the board of the Rosemont School for girls, and past chapter president and VP of programs of the local chapter of Better Investing, a non-profit organization dedicated to teaching individuals how to invest in individual stocks. He is a member of the Financial Planning Assoc. of Oregon and SW Washington and currently serves on the Board of the Jefferson County Community Foundation.

Doug is married to artist, Nancy (Olson) Van Allen. They maintain a residence in Port Townsend, Washington. Doug is also an avid motorcyclist and has grown vegetables in his garden for over 40 years!

Phone:  (503) 445-9400  Email:  dougva@marathonwealth.com



Karen 2008 Karen Mason, Registered Principal 
 

Karen joined Marathon Wealth Management in 1995, and enjoys coming to work every day. She wears many hats in the office, from trading to financial planning, to business supervision. Her standards are high when it comes to the accurate and timely processing of business. She completed the Financial Paraplanner Program in 1998, was Series 7 registered in 2000 and became a Registered Principal in 2003.

In her free time, she loves reading, metalsmithing, gardening and riding with her husband on their BMW motorcycle.

Phone:  (503) 445-9401   Email:  karenm@marathonwealth.com

 

 Wendy Richard, Administrative Assistant

Wendy joined Marathon in June of 2009 after moving to Portland from Springfield, Missouri, where she was a touring musician for 11 years.  She is recently married to her husband, Chris, an ex-Marine.  She enjoys creating music and art of many forms.

Wendy's position allows her to personally connect with clients to provide an exeptional level of customer service.  Her warm personality is a wonderful contribution to the friendly Marathon atmosphere.
 

Phone:  (503) 445-9404   Email:  wendyc@marathonwealth.com

 

  Nico, Office Mascot

Nico is Karen's Havanese.  He loves balls, socks and shredding paper, but most of all, people!  Come in and meet our newest team member.