Locally Owned
Crooks and Company is a financial planning firm located in the heart of Oregon City. After spending six years with a national brokerage firm, Alex and Amy Crooks decided that Oregon City needed a locally owned financial planning firm. They established Crooks and Company in 2005 and operate out of the Pioneer Professional Buiding on the corner of Warner Milne and Molalla Avenue.
Community Commitment
Taking great pride in being business owners and active community memebers, Alex and Amy serve the community as members of the Oregon City Rotary Club, and as board members on the Clackamas Community College and Providence Willamette Falls Medical Foundations.
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Amy Lundy Crooks
LPL Financial Advisor
- Oregon State University:
Political Science
- Series 7, 63, and 66
Securities Registered
- Clackamas Community College Foundation Board
- Co-Chair Scholarship
Development Taskforce
- Providence Willamette Falls
Medical Foundation Board
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Alex Crooks
CERTIFIED FINANCIAL PLANNER™ / CFP®
- Willamette University: Economics
- University of Portland: Executive Certificate in Financial Planning
- Series 24, 7, 63 and 66
Securities Registered
- Clackamas Community College Foundation Board
- Chair of the Endowment Investment Commitee
- Providence Willamette Falls
Medical Foundation
Board
- Chair of the Planned
Giving Committee
- Oregon City Rotary Club
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Erika Porter
Operations Staff
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Amanda Maricle
Operations Staff
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